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Enhancing Your Personal Development
Educational Opportunities Calendar09/01/2015

2015 Education and Training Calendar brochure, please click here.
 

Sep. 02 eTrain: Learnings from Consumers webinar
Sep. 15 eTrain: When a Borrower Dies - Common Mistakes Made by Credit Unions webinar
Sep. 15 Regulatory Update Seminar Fresno
Sep. 16 Regulatory Update Seminar Sacramento
Sep. 16 eTrain: Avoiding the Trap of Operational Inefficiencies webinar
Sep. 17 eTrain: Social Media Plan = Loan Growth Webinar
Sep. 17 Regulatory Update Seminar Santa Clara
Sep. 18 Regulatory Update Seminar Oakland
Sep. 22 Regulatory Update Seminar Anaheim Hills
Sep. 23 eTrain: Regulation of Offsite Employee Activity webinar
Sep. 23 Regulatory Update Seminar Glendale
Sep. 24 Regulatory Update Seminar Hawthorne
Sep. 25 Regulatory Update Seminar Ontario
Sep. 29 eTrain: 11 Ratios Every Credit Union Professional Should Know webinar
 
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From the Editors of CU Weekly

COMMON MISTAKES MADE BY CUs
updated 08/20/15 12:00 PM
When a Borrower Dies
In this program, intended especially for California credit unions, join Bruce Pearson and Robert Wilkins as they navigate through the pitfalls of deceased member loans. This webinar will discuss several common problems and share relevant "how-to" advice regarding:
  • How deposit account setup can affect your loan
  • Loan document issues – declaring a default based upon death
  • Rights of relatives to assume real estate mortgages and other loans
  • Offset rights and their effect upon joint owners and POD payees
  • Government reclamation issues
  • Creditors’ claims
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  • How deposit account setup can affect your loan
  • Loan document issues – declaring a default based upon death
  • Rights of relatives to assume real estate mortgages and other loans
  • Offset rights and their effect upon joint owners and POD payees
  • Government reclamation issues
  • Creditors’ claims
  • " rows="5" cols="100" WRAP="physical">In this program, intended especially for California credit unions, join Bruce Pearson and Robert Wilkins as they navigate through the pitfalls of deceased member loans. This webinar will discuss several common problems and share relevant "how-to" advice regarding:
    • How deposit account setup can affect your loan
    • Loan document issues – declaring a default based upon death
    • Rights of relatives to assume real estate mortgages and other loans
    • Offset rights and their effect upon joint owners and POD payees
    • Government reclamation issues
    • Creditors’ claims

    Who Should Attend?

    • Compliance Officers
    • Internal Audit Personnel
    • Loan Officers
    • Operations Officers

    Click to view the complete story

     
     
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