To receive an email of the 2015 Education and Training Calendar when it's ready, please click here.
|•||Dec. 03||eTrain: Real Estate Loan Review & Audit Procedures||Webinar|
|•||Dec. 04||Basic Consumer Lending Compliance||Oakland|
|•||Dec. 09||Basic Consumer Lending Compliance||Ontario|
|•||Dec. 09||eTrain: The Legal Aspects of Social Media||Webinar|
|•||Dec. 11-13||Joseph A. McDonald Attorney Conference||Santa Barbara|
|•||Dec. 16||Regional Roundtable for CEOs||San Luis Obispo|
|•||Jan. 20||Regional Roundtable for CEOs||Ontario|
|•||Jan. 25-27||Western States Volunteer Conference||Las Vegas|
|•||Feb. 04||Nevada Government Relations Rally||Carson City|
|•||Apr. 12||Credit Union SacTown Ten-Mile Run||Sacramento|
|•||Apr. 13-14||California Government Relations Rally||Sacramento|
|•||Nov. 03||Chapter Forum||Palm Desert|
|•||Nov. 04||REACH 2015||Palm Desert|
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|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.