Credit Union Trust Accounts: The Basics
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
April 22, 2008
1:00–2:30 p.m. Central Time
(2:00–3:30 p.m. EDT, 12:00–1:30 p.m. MDT, 11:00 a.m. – 12:30 p.m. PDT — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (includes live and 6 months access to the archive)
ABOUT THIS 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.
WEBINAR OVERVIEW
CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Just like in face-to-face classes, students see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. And if you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!
Use our webinars as part of a full day of training. Gain knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.
CUNA Webinars use WebEx to provide an interactive and convenient online learning environment. Whether you are a first time WebEx user, or simply need a refresher, take a short tour of WebEx to help you get the most from CUNA Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.
CANCELLATIONS
The last day for cancellations was April 14, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
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