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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar05/02/2016
May 04 eTrain: Managing Your Investment Portfolio Assets Webinar
May 05 eTrain: The Art of e-Business Etiquette Webinar
May 10 eTrain: Career Development: Mind Your Own Business Webinar
May 11 eTrain: Regulation B: Equal Credit Opportunity Act Webinar
May 12 eTrain: Sexual Harassment Awareness & Prevention Training Webinar
May 17 eTrain: Investigating Internal Fraud for the Beginner Webinar
May 18 eTrain: Deceased Member Accounts Webinar
May 19 eTrain: Getting Ready for a Fair Lending Examination Webinar
May 24 eTrain: Regulation E: Electronic Funds Transfers Webinar
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 ABC’s of Loan Participations for Small Credit Unions Webinar
June 07 eTrain: Employment Practices for Managers & Supervisors, Part 1 Webinar
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 14 eTrain: Employment Practices for Managers & Supervisors, Part 2 Webinar
June 15 eTrain: Which Loan Participation is Best for Your Credit Union’s Portfolio? Webinar
June 16 Your Economy - Your Credit Union Anaheim Hills
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 10-22 Western CUNA Management School Pomona
 
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From the Editors of CU Weekly

EXCEL AT ACCOUNT ADMINISTRATION
updated 02/21/14 01:18 PM
Early Bird Registration Ends March 4
Provide your members with the best account management service by signing up for the 2014 California Account Administration seminar for a hands-on guide to effective account handling, including individual, joint, and trust accounts.

Register by March 4 and receive early bird pricing!

Credit union compliance expert Mary-Lou Heighes will discuss:

  • Membership: Federal vs. state charter, termination, expulsion, and membership vs. account relationships.
  • Account Ownership: Multiple party ownership types, minors, representative payee, and businesses.
  • Decedent Accounts: Individual accounts, joint accounts, designation of beneficiary, distribution of funds, and account activity.
  • Trust Accounts and Other Fiduciary Accounts: Revocable vs. irrevocable trusts, membership requirements, certification of trust, protection from liability, deceased trustees, and more.
  • Power of Attorney (POA): General POA, durable POA, special POA, liability, and when POA can be refused.
  • Much more.
  • Click here for more information and registration.

     
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