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CU FinHealth24

Gaylord Rockies Resort & Convention Center, 6700 North Gaylord Rockies Blvd, Aurora, CO 80019 , United States

(April 29-May 1) ​The only industry event focused on improving the financial health and well-being of credit unions and their members.   REGISTER TODAY

Compliance Rules for Frontline Staff

RELEASE DATE: MAY 6, 2024 DURATION: 107 MINUTES Your member-facing staff can make or break your compliance program, as they are often the first (and sometimes the only) employees a member sees. They need to know a little about a lot. And that’s what this session provides. We’ll focus on how frontline staff can engage […]

Deceased Member Accounts

RELEASE DATE: MAY 6, 2024 DURATION: 70 MINUTES Are you prepared to handle an account upon the death of an accountholder? This webinar takes you through the handling of accounts held in different rights and capacities – from individual and joint with right of survivorship, accounts with or without beneficiaries, trust accounts and more. We […]

Sacramento Valley Network: Advocacy In Action-Trends and Innovations to Watch for in 2024

Virtual , United States

This is a Virtual event. ​Join us for an insightful exploration into the evolving landscape of advocacy in the financial sector at the Sacramento Valley Credit Union Network's event: "Advocacy in Action: Trends and Innovations to Watch for in 2024." Featuring insightful discussions from industry leaders and valuable networking opportunities, this event is a must-attend […]

Mount Diablo Network: Vendor Night

Join the Mount Diablo Network for a night of great food and conversation at the Back Forty Texas BBQ! For details email: Denise Wildes Denise@deltaschoolsfcu.org

Managing Cannabis Risk

RELEASE DATE: MAY 13, 2024 DURATION: 60 MINUTES While FinCEN provided additional guidance to provide banking services to hemp-related businesses, there have been no updates relating to banking marijuana-related entities since 2014. This session will do a deep dive into the risk considerations for banking all risk levels of marijuana customers from growers to dispensaries […]

Sexual Harassment Prevention and Abusive Conduct Awareness Training for Managers and Supervisors

RELEASE DATE: MAY 13, 2024 DURATION: 120 MINUTES Employers doing business in California who regularly employ five or more individuals must provide training to supervisory employees on sexual harassment prevention and abusive conduct awareness. Every two years, supervisory employees must receive at least two hours of training. This program is intended especially for credit union […]

Sexual Harassment Prevention and Abusive Conduct Awareness Training for Non-Management Staff

RELEASE DATE: MAY 13, 2024 DURATION: 60 MINUTES Employers doing business in California who regularly employ five or more individuals must provide training to non-supervisory employees on sexual harassment prevention and abusive conduct awareness. Every two years, non-supervisory employees must receive at least one hour of training. This program is intended especially for non-management staff. […]

Network Leadership Summit

Redwood Credit Union 3033 Cleveland Ave Santa Rosa, CA 95403 , United States

(May 15-17) Join the Leadership Summit, exclusively for Network board members, and get ready to take your leadership skills to the next level! Create an action plan to build a strong board that allows you to impact your community. Discover how your values align to help you advocate and participate in exciting and unique networking […]

CEO Roundtable (San Diego, CA)

San Diego, CA , United States

This member-only roundtable is an exclusive open forum for Chief Executive Officers/Presidents to ask questions and discuss the specific issues you face. All League member credit union CEOs are encouraged to attend at least one roundtable. REGISTER HERE

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