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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar08/26/2016
Aug. 25 eTrain: Bank Secrecy Act (BSA) for BSA Officers Webinar
Aug. 31 eTrain: Malware Mules & Money Webinar
Sep. 07 eTrain: Basics of Automated Clearinghouse (ACH) Transactions Webinar
Sep. 08 eTrain: Managing Across the Generations Webinar
Sep. 13 Regulatory Update Seminar Fresno
Sep. 14 Regulatory Update Seminar Sacramento
Sep. 15 Regulatory Update Seminar Oakland
Sep. 15 eTrain: Lending to Service Members Webinar
Sep. 16 Regulatory Update Seminar Santa Clara
Sep. 20 Regulatory Update Seminar Ontario
Sep. 20 eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders Webinar
Sep. 21 Regulatory Update Seminar Glendale
Sep. 21 eTrain: Automated Clearinghouse (ACH) Risks for Business Webinar
Sep. 22 eTrain: How to Delegate Webinar
Sep. 22 Regulatory Update Seminar Torrance
Sep. 23 Regulatory Update Seminar Anaheim Hills
Sep. 27 Regulatory Update Seminar Las Vegas
Sep. 28 eTrain: Plastic Card Fraud Webinar
Sep. 29 eTrain: Converting Members from Savers to Borrowers Webinar
Oct. 03 Credit Unions for Kids Golf Tournament Vallejo
Oct. 05 eTrain: Communication Skills to Decrease Stress Webinar
Oct. 06 eTrain: CU Online Compliance: Balancing Web Site Security, Member Protection, & Regulatory Correctness Webinar
Oct. 12 eTrain: How & Why to Audit Your CUSO Webinar
Oct. 13 eTrain: Power of Attorney 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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