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Educational Opportunities Calendar07/08/2015

2015 Education and Training Calendar brochure, please click here.
 

Aug. 05 eTrain: Best Practices in Consumer Lending webinar
Aug. 06 eTrain: Creating a Sales Culture Webinar
Aug. 07-08 Shapiro Summit Ontario
Aug. 18 eTrain: Compliance for Opening New Accounts Webinar
Aug. 19 eTrain: Financial Counseling for Loan Officers Webinar
Aug. 26 eTrain: Bank Secrecy Act (BSA) for Lenders webinar
Aug. 27 eTrain: Bank Secrecy Act (BSA) for Frontline Staff webinar
Aug. 28 eTrain: Bank Secrecy Act (BSA) for BSA Officers webinar
 
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eTrain Live Webinars by Topic

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From the Editors of CU Weekly

TRUSTS, OTHER FIDUCIARY ACCOUNTS
updated 07/06/15 03:56 PM
Rules, Best Practices
Attention California credit unions! Are you well-versed in trust accounts and other fiduciary accounts? Your members expect you to know all the rules.

Join the Trusts & Other Fiduciary Accounts webinar on July 28 where compliance expert Mary-Lou Heighes will offer an overview of distinctive account structures, including Living Trusts, Totten Trusts, Uniform Transfer to Minors, and Coogan accounts. In addition, this session will outline the setup of Representative Payee accounts and Conservatorships.

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