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 Roundtable

May 15–17
Network Leadership Summit

June 5–6
CU Impact

August 23–24
Shapiro Summit (Save the date)

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

October 20–23
REACH 2024

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...
Aug
12
Monday,
All day
RELEASE DATE: AUGUST 12, 2024 ESTIMATED DURATION: 60 MINUTES Every credit union needs to identify the risks they face, and implement internal controls to mitigate losses. But where...
Aug
26
Monday,
All day
RELEASE DATE: AUGUST 26, 2024 ESTIMATED DURATION: 60 MINUTES In this session, we'll delve into the critical role of AI data in shaping the future of credit unions,...
Aug
26
Monday,
All day
RELEASE DATE: AUGUST 26, 2024 ESTIMATED DURATION: 60 MINUTES In this comprehensive session, we will outline a strategic blueprint to guide your credit union through the nuances of...
Sep
09
Monday,
All day
RELEASE DATE: September 9, 2024 ESTIMATED DURATION: 70 MINUTES Levies come in many confusing varieties, so ensuring you have a solid foundational understanding of what a levy is...
Sep
09
Monday,
All day
RELEASE DATE: September 9, 2024 ESTIMATED DURATION: 80 MINUTES When your California credit union is served with a subpoena for member financial information, do you know exactly what...
Sep
09
Monday,
All day
RELEASE DATE: September 9, 2024 ESTIMATED DURATION: 80 MINUTES In Part 2 of this webinar series, attorney Dan Loritz, Managing Partner at Okun Loritz, LLP, builds upon the...
Sep
16
Monday,
All day
​For more information or to register, click here. Description RELEASE DATE: SEPTEMBER 16, 2024 ESTIMATED DURATION: 60 MINUTES Regulation Z protects people when they use consumer credit. Consumer credit...
Sep
30
Monday,
All day
​For more information or to register, click here. Description RELEASE DATE:  SEPTEMBER 30, 2024 ESTIMATED DURATION: 60 MINUTES Financial thieves are always looking for cracks in today’s payment systems....
Oct
07
Monday,
All day
RELEASE DATE: OCTOBER 7, 2024 ESTIMATED DURATION: 60 MINUTES Stop that check! (or ACH or debit card transaction) What is the credit union’s responsibility for addressing requests to...
Oct
07
Monday,
All day
RELEASE DATE: OCTOBER 7, 2024 ESTIMATED DURATION: 90 MINUTES Someone just walked in with a Power of Attorney for one of your members and wants to access the...

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

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