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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar09/24/2014
Sep. 24 eTrain: Plastic Card Fraud & EMV Webinar
Oct. 01 eTrain: Regulation CC, D & E Compliance Webinar
Oct. 08 eTrain: Counterfeit Checks, Cash, & Forgeries Webinar
Oct. 08 Regional Roundtable for CEOs Ridgecrest
Oct. 20-22 2014 Annual Meeting & Convention Los Angeles
Oct. 23 Chapter Forum Los Angeles
Nov. 06 eTrain: Blowing the Doors Off Business Development Webinar
Nov. 12 eTrain: Protecting Your Database from Hackers Webinar
Nov. 13 eTrain: Power of Attorney Webinar
Nov. 18 eTrain: IRS Reporting Requirements Webinar
Nov. 19 eTrain: Developing Your Robbery Prevention, Response, & Aftermath Training Webinar
Nov. 20 eTrain: Sexual Harassment Awareness & Prevention Webinar
Dec. 03 eTrain: Real Estate Loan Review & Audit Procedures Webinar
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
 
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From the Editors of CU Weekly

EFFECTIVE ACCOUNT MANAGEMENT
updated 02/10/14 04:32 PM
Tips, Tools for Accurate Handling
Your members depend on your credit union for its account expertise. Do you have the account management skills to live up to that trust?

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.

 
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