2017 California Account Administration Seminar: Your Guide to Effective Member Account Management
Do you have the knowledge you need to help your California members manage their individual, joint, and trust accounts? If you open, maintain, or close member deposit accounts, let credit union compliance expert Mary-Lou Heighes show you the most current and complete deposit account rules and tools. You’ll be able to accurately and efficiently answer all your members’ account questions.
Topics covered include:
The manual also includes information on escheating accounts, such as: when to escheat, notice to members, escheat periods, fees, electronic remittance, locator fees, filing date, and penalties.
What is Included: Your training package includes a networking luncheon. Each participant will also receive the seminar handbook and an attractive certificate to frame or add to your employee file. Note: Parking fees and overnight accommodations are not included in the seminar fee.
Cancellation Policy: Cancellations must be made in writing at least four (4) business days before the seminar date to be eligible for a refund. No refunds will be made for cancellations received less than four (4) business days before the seminar. Substitutions are always welcome.
Continuing Education (CE): The League follows the regulations as outlined in the California Accountancy Act. Educational sessions at this seminar may qualify for CE credit. If you are interested in receiving CE credit, please inform us when you register for this event.
Dress: Business casual attire is appropriate. You may want to bring a sweater or jacket, as meeting rooms can be cool.
Recording: Electronic recording of any portion of this seminar is not permitted. Thank you for your cooperation.
100% Satisfaction Guarantee: Your satisfaction is our #1 priority. We guarantee you will be completely satisfied with this Legal Update Seminar or we will refund your registration fee.
Questions? Call 800.472.1702, ext. 6029, or email us at email@example.com.
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