IMPACT AND DEVELOPMENT

The Leagues have developed programs aimed at the education and professional development for California and Nevada credit unions. This valuable content is continuously updated to reflect growing trends and member requests.

eTrain Online Learning

Hundreds of on-demand learning options covering accounting, business development, compliance, HR, leadership, lending, operations, volunteers and more.

Power Learner Passport

View the exceptional benefits of Power Learner Passport subscription, and see why more than 80 percent of member credit unions subscribe.

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Financial Counselor Academy

Participants will not only engage with the presenters and study guides, but also learn and interact, enhancing their experience and building relationships that will last for years to come.

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Education Calendar

Each year your we offer hundreds of events through seminars, conferences, roundtables, and electronic learning.

Education Calendar

Each year your Leagues offer more than 100 educational events through seminars, conferences, roundtables, and electronic training.

For questions, please contact Education & Training at 909.212.6000 ext. 3.

Featured League Events

May, August
CEO Roundtables

May 15–17
Network Leadership Summit

June 5–6
CU Impact

July 30
Your Economy, Your Credit Union
(Virtual Event—Save the date)

August 23–24
Shapiro Summit (Save the date)

September 17–19
Hike The Hill (Save the date)

October 20–23
REACH 2024

Jun
24
Monday,
All day
​For more information or to register, click here. Description RELEASE DATE: JUNE 24, 2024 ANTICIPATED DURATION: 60 MINUTES TRID stands for TILA-RESPA Integrated Disclosure rule. TRID guidelines are designed...
Jul
01
Monday,
All day
RELEASE DATE: JULY 1, 2024 ESTIMATED DURATION: 60 MINUTES Trusts are an important estate planning tool, what does the credit union need to do when establishing a trust...
Jul
01
Monday,
All day
RELEASE DATE: JULY 1, 2024 ESTIMATED DURATION: 60 MINUTES In this course, you'll learn the fundamental purpose and key components of a credit proposal or write-up, as well...
Jul
08
Monday,
All day
​For more information or to register, click here. Description RELEASE DATE:  JULY 8, 2024 ESTIMATED DURATION: 60 MINUTES Wire Transfers continue to be an integral payment option for corporations...
Jul
15
Monday,
All day
RELEASE DATE:  JULY 15, 2024 ESTIMATED DURATION: 60 MINUTES Risk assessments are an essential element of overall risk management along with providing the basis for many of your...
Jul
22
Monday,
All day
RELEASE DATE: JULY 22, 2024 ESTIMATED DURATION: 90 MINUTES The Investment Basics webinar will provide an overview of the current investment market along with recent credit union investment...
Jul
29
Monday,
All day
​For more information or to register, click here. Description RELEASE DATE: JULY 29, 2024 ESTIMATED DURATION: 60 MINUTES Learners will walk away with an understanding of: Current IT security...
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 90 MINUTES Are you aware of the ways lending can be used to facilitate money laundering? If you thought the Bank...
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 90 MINUTES Although Bank Secrecy Act compliance was NOT on the list of Supervisory priorities for NCUA last year, it continues...
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 90 MINUTES If the day-to-day responsibility of managing or handling the credit union’s BSA, AML, CFT and/or OFAC programs fall squarely...
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 60 MINUTES Although probably not at the top of your priority list as a credit union volunteer, the requirements of the...
Aug
05
Monday,
All day
RELEASE DATE: AUGUST 5, 2024 ESTIMATED DURATION: 60 MINUTES   Determining a capital target for a credit union is an important and complicated process. The capital evaluation process...

Additional Resources

Lien Registration & Titling

The Leagues relationship with Vitu, allows you to stay up to date on General Policies, California Titles, Lien Titling and more. From work or home, RMP’s interactive Lien Registration training focuses on proper documentation and submission of DMV paperwork.

IRA Training

Your League’s have partnered with Ascensus to provide in-depth instruction on the “need-to-know” aspects of Traditional IRAs, Roth IRAs, SEP plans, and SIMPLE IRA plans. With, objective-based training methods and practical applications of the rules to create the ideal learning environment, learners can earn the nationally recognized CIP or CISP designation.

AARP’s BankSafe

AARP’s BankSafe Initiative helps credit unions identify and stop suspected exploitation. With the average victim losing $120,000, prevention of financial exploitation is critical to empower members to choose how they live as they age.

InfoSight

Credit unions need up-to-date compliance information on a daily basis. InfoSight is an easy-to-use compliance solution to help credit unions stay compliant in an ever-changing regulatory environment.

ViClarity

Thanks to your League membership, you have access to a knowledgeable compliance team, powered by ViClarity, to help you tackle your compliance questions. Answers to crucial credit union questions are just a phone call or email away.

Western CUNA Management School

Western CUNA Management School helps credit union professionals prepare to keep pace with a rapidly changing business environment. The school is designed for individuals who understand the need to keep abreast of developments in our industry.

Become a Speaker

To request an opportunity to present at a California Credit Union League Event, please click below to complete a submission form. We will contact you should an opportunity become available. The form allows you to submit two topics, however you may also upload a list of topics should you have more than two.

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Education & Professional Development

Become a Speaker