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Education & Training     
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Education & Training

Enhancing Your Personal Development
Upcoming Events Calendar
Apr. 23 eTrain: Managing Investment Portfolio Assets Webinar
Apr. 23 Bank Secrecy Act (BSA) Compliance School Oakland
Apr. 24 eTrain: Business Account Administration Webinar
Apr. 29 eTrain: Coaching, Counseling, & Mentoring Skills Webinar
May 06 eTrain: Supervisory Committee Duties & Responsibilities Webinar
May 07 eTrain: How to Read a Credit Bureau Report Webinar
May 07 eTrain: Healthcare Reform Update Webinar
May 08 eTrain: Leadership & Succession Planning for the Board Webinar
May 13 Bankruptcy & Collections Seminar Fresno
May 14 Bankruptcy & Collections Seminar Sacramento
May 14 eTrain: Dormant Accounts & Escheat Procedures Webinar
May 15 Bankruptcy & Collections Seminar Oakland
May 20 Bankruptcy & Collections Seminar Ontario
May 20 eTrain: Sexual Harassment Awareness & Prevention Webinar
May 21 Bankruptcy & Collections Seminar Glendale
May 21 eTrain: Putting the 'Credit' Back Into Credit Union Webinar
May 22 eTrain: REACH Executive Webinar: Effective Board Management in the 21st Century Webinar
May 27 eTrain: Member Business Lending Compliance Webinar
May 28 eTrain: Compliance for Frontline Staff Webinar
May 29 CEO Succession Planning for Ensuring Your Credit Union's Future Webinar
 
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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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