Credit Union Trust Accounts: The Basics
Attend this webinar live on April 22, 2008 Access this archived webinar
please read Archive Webinar Overview below before accessing
Access available April 22–October 22, 2008
Tuition: $219 for the archive webinar (live webinar not included)
ABOUT THIS ARCHIVE WEBINAR
Ensure all credit union staff knows the basics of trust accounts. Superior member service and attention to personal touch may give credit unions an edge over other financial institutions when it comes to trust services. This webinar will provide the basic trust account information your credit union will need when working with trust accounts and answering member questions.
Through this webinar you will:
- Get a clear definition of what a trust account is and the different types of trust your credit union can offer to members
- Learn the names given to all parties in a trust account and the correct documentation to ask for when opening a trust
WHO SHOULD ATTEND
This webinar is beneficial for credit union frontline staff or other staff responsible for trust account administration.
Affiliation with CUNA/League is required for attendance.
INSTRUCTORS
Mary-Lou Heighes, CUCE
Mary-Lou has been involved in the credit union movement since 1989. She has been involved in all areas of credit union operations: general operations, marketing, collections, lending, and compliance. She is a CUNA certified Credit Union Compliance Expert (CUCE) and is president of Compliance Plus, Inc., which provides strategic planning, training, compliance, and consulting services to credit unions. Mary-Lou was the senior research and information consultant for the California/Nevada Credit Union League for seven years, and since founding her company in 2000, has provided training for credit unions and leagues around the country. Prior to her tenure at the league, she spent five years in the credit union trenches.
ARCHIVE WEBINAR OVERVIEW
Archived CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Viewing a archived webinar will enable you to see and hear a presentation, questions of the instructor, and refer to handouts. You need only a computer with an Internet connection and speakers. If you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!
Use our 90- to 120-minute archived webinars as part of a full day of training by gaining knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.
A single session archived webinar will be made available usually within 48 hours of the live event and a two session archived webinar will be made available within 48 hours of the conclusion of the second session. By registering for this archived webinar, you will receive unlimited access until the end date listed above. No access to this archived webinar is provided after the end date listed above.
CANCELLATIONS
The last day for cancellations was April 21, 2008. Substitutions are accepted anytime prior to April 22, 2008 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.
|
