2015 Education and Training Calendar brochure, please click here.
|•||Oct. 06||eTrain: Courting Boomer Members||Webinar|
|•||Oct. 13||eTrain: Power of Attorney||webinar|
|•||Oct. 15||eTrain: ALM Implementation||webinar|
|•||Oct. 21||eTrain: Electronic Strategies for Increasing Product Penetration||webinar|
|•||Nov. 03||Chapter Forum||Palm Desert|
|•||Nov. 04||REACH 2015||Palm Desert|
|•||Nov. 12||eTrain: Sexual Harassment Awareness & Prevention Training||webinar|
|•||Nov. 18||eTrain: ALLL for the Non-Accountant||Webinar|
|•||Nov. 19||eTrain: IRS Reporting Requirements||Webinar|
|•||Dec. 01||eTrain: Plastic Card Fraud & EMV||Webinar|
|•||Dec. 02||eTrain: Building Your Compliance Program||webinar|
|•||Dec. 09||eTrain: Dealing with a Third Party Data Breach||webinar|
|•||Dec. 10-12||Joseph A. McDonald Attorney Conference||Santa Barbara|
|For CEO ROUNDTABLE events, please click HERE.|
|Can't find the topic you are looking for? Click HERE to let us know.|
|BOLD designates on-site event. Click here for a complete listing.|
To register or find out more about a topic offered by seminar, webinar, school or conference, please click on the topic link below.
Register for the California Account Administration seminar and get the knowledge you need to effectively handle individual, joint, and trust accounts.
Credit union compliance expert Mary-Lou Heighes will give you the tools and techniques to help you open, maintain, and close deposit accounts with accuracy and efficiency.
Topics to be covered: membership, account ownership, decedent accounts, trust accounts and other fiduciary accounts, power of attorney, overview of Bank Secrecy Act, and more.
The seminar starts on March 11 in Fresno and concludes on March 27 in Anaheim Hills. Click here for dates, locations, and registration.