|•||May 25||eTrain: Current Investment Portfolio Management Trends||Webinar|
|•||May 26||eTrain: In Love with the Voice: Building Your Credit Union Telephone Skills||Webinar|
|•||May 27||eTrain: The ABCs of Loan Participation||Webinar|
|•||June 07||eTrain: Employment Practices for Managers & Supervisors, Part 1||Webinar|
|•||June 07||Vehicle and Vessel Seminar||Fresno|
|•||June 08||Vehicle and Vessel Seminar||Folsom|
|•||June 08||eTrain: Five Critical Things Your Member Survey Isn't Telling You||Webinar|
|•||June 09||eTrain: Regulation V: Fair Credit Reporting Act||Webinar|
|•||June 09||Vehicle and Vessel Seminar||Sunnyvale|
|•||June 14||Vehicle and Vessel Seminar||Ontario|
|•||June 14||eTrain: Employment Practices for Managers & Supervisors, Part 2||Webinar|
|•||June 15||eTrain: Dissecting Which Loan Participation is Best for your CU||Webinar|
|•||June 15||Vehicle and Vessel Seminar||Glendale|
|•||June 16||Your Economy - Your Credit Union||Anaheim Hills|
|•||June 16||Vehicle and Vessel Seminar||Westminster|
|•||June 16||eTrain: Elder & and Dependent Adult Financial Abuse Prevention & Procedures in California||Webinar|
|•||June 21||eTrain: Employment Practices for Managers & Supervisors, Part 3||Webinar|
|•||June 22||eTrain: Collections for Credit Unions||Webinar|
|•||June 28||eTrain: Employment Practices for Managers & Supervisors, Part 4||Webinar|
|•||June 29||eTrain: Calling the Right Play: Challenges for Credit Union Directors & CEOs||Webinar|
|•||June 30||eTrain: Loan Participation Due Diligence: Risk, Reward, and Regulations||Webinar|
|•||July 07||eTrain: Membership & Account Ownership||Webinar|
|•||July 10-22||Western CUNA Management School||Pomona|
|•||July 13||eTrain: Best Practices for Financial Institutions on Social Media||Webinar|
|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.