Loading Events

Membership and Account Ownership

Share this event:
8776714
DD
Days
HH
Hours
MM
Min
SS
Sec
Start Date
June 3
End Date
June 3
Address
RELEASE DATE: JUNE 3, 2024 ESTIMATED DURATION: 90 MINUTES
Membership: what does that actually mean? And what relation does it have or not have to account ownership? In this webinar, we discuss the steps necessary to become a member and the rights afforded to members, different types of account ownership, the regulatory requirements credit union must fulfil prior to establishing an account, accounts for non-natural persons, termination of accounts and/or membership, changes to account ownership, and the process to set up accounts. This webinar is meant for anyone responsible for opening accounts: tellers, member service representatives, branch managers; audit and compliance.  
MEET THE PRESENTER
Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance.  She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions.  After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions.  As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.
Venue Details
Events Details
Date :
03 June 2024
Time :
All day
Categories :
Organizer
Add to Calendar

Become an Industry Supporter

Get membership information

Please contact me about compliance

Contact me about Credit Union Solutions

Education & Professional Development