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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar09/03/2014
Sep. 03 eTrain: Basics of Automated Clearing House (ACH) Transactions Webinar
Sep. 03 Regional Roundtable for CEOs San Francisco
Sep. 04 eTrain: Understanding the National Credit Union Share Insurance Fund (NCUSIF) Webinar
Sep. 09 eTrain: Eight Techniques for Successful Networking Webinar
Sep. 09 Regulatory Update Seminar Fresno
Sep. 10 Regulatory Update Seminar Sacramento
Sep. 10 eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders Webinar
Sep. 11 eTrain: Establishing a Code of Ethics for Volunteers Webinar
Sep. 11 Regulatory Update Seminar Oakland
Sep. 12 Regulatory Update Seminar Santa Clara
Sep. 16 Regulatory Update Seminar Pasadena
Sep. 17 Regulatory Update Seminar Ontario
Sep. 17 eTrain: ACH Risks for Business Webinar
Sep. 18 Regulatory Update Seminar Hawthorne
Sep. 23 Regulatory Update Seminar Anaheim Hills
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
 
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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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