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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/08/2015

2015 Education and Training Calendar brochure, please click here.
 

Sep. 02 eTrain: Learnings from Consumers webinar
Sep. 10 eTrain: When a Borrower Dies webinar
Sep. 16 eTrain: Avoiding the Trap of Operational Inefficiencies webinar
Sep. 17 eTrain: Social Media Plan = Loan Growth Webinar
Sep. 23 eTrain: Employee Discipline for Conduct Outside of Work webinar
Sep. 29 eTrain: 11 Ratios Every Credit Union Professional Should Know webinar
 
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eTrain Live Webinars by Topic

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From the Editors of CU Weekly

TRUSTS, OTHER FIDUCIARY ACCOUNTS
updated 07/06/15 03:56 PM
Rules, Best Practices
Attention California credit unions! Are you well-versed in trust accounts and other fiduciary accounts? Your members expect you to know all the rules.

Join the Trusts & Other Fiduciary Accounts webinar on July 28 where compliance expert Mary-Lou Heighes will offer an overview of distinctive account structures, including Living Trusts, Totten Trusts, Uniform Transfer to Minors, and Coogan accounts. In addition, this session will outline the setup of Representative Payee accounts and Conservatorships.

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