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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar10/05/2015

2015 Education and Training Calendar brochure, please click here.

Oct. 06 eTrain: Courting Boomer Members Webinar
Oct. 13 eTrain: Power of Attorney webinar
Oct. 15 eTrain: ALM Implementation webinar
Oct. 21 eTrain: Electronic Strategies for Increasing Product Penetration webinar
Nov. 03 Chapter Forum Palm Desert
Nov. 04 REACH 2015 Palm Desert
Nov. 12 eTrain: Sexual Harassment Awareness & Prevention Training webinar
Nov. 18 eTrain: ALLL for the Non-Accountant Webinar
Nov. 19 eTrain: IRS Reporting Requirements Webinar
Dec. 01 eTrain: Plastic Card Fraud & EMV Webinar
Dec. 02 eTrain: Building Your Compliance Program webinar
Dec. 09 eTrain: Dealing with a Third Party Data Breach webinar
Dec. 10-12 Joseph A. McDonald Attorney Conference Santa Barbara
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.
eTrain Live Webinars by Topic

To register or find out more about a topic offered by seminar, webinar, school or conference, please click on the topic link below.

From the Editors of CU Weekly

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.

Exhibitors & Sponsors
A variety of sponsorships for every budget are available. Your sponsorship is reinforced with verbal recognition, conference event signage, website and program acknowledgement, print, and email exposure. Continue for complete information...