Education & Training Services

ETRAIN ANYTIME WEBINAR PURCHASING REQUEST

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You are registering for an audio/visual presentation archived for your convenience.

We are offering a variety of archived presentations for your convenience. Simply complete the registration information below and submit, and you will receive a link to this exciting presentation. Add more value to the information you are receiving by sharing this audio/video event with all of your team members.

Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted. Your archive will be sent to the email address provided within two (2) business days from the date it was ordered. Your program's link and handout will be included in your confirmation letter. You may view the program as many times as you want within 60 days of receiving the archive link.

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PROGRAM DESCRIPTION
eTrain: Power of Attorney

This program is intended especially for California credit unions.

When a Power of Attorney document is presented to you and your California credit union, what procedures should you follow to verify the document, its presenter, and the signing powers that it authorizes?

Get a practical understanding of rules and guidelines for Power of Attorney documents that your members may present to you. Credit union compliance expert Mary-Lou Heighes will discuss the special provisions and validity requirements of each Power of Attorney type, along with your credit union’s obligation and liability in honoring these legal documents. 

Get the answers to these questions and more:

  • What types of Powers of Attorney are there?
  • What special purposes does each Power of Attorney type serve?
  • Must you keep a copy of the document in your credit union files?
  • When does a power of attorney become invalid?
  • Can all account and loan documents be signed by a power of attorney, or are there exceptions?
  • What language should accompany a power of attorney’s signature?

Who Should Attend?
California credit union professionals in these positions or departments:   

  • Member Service 
  • Teller
  • Branch Manager
  • Operations
  • Compliance
  • Training & Professional Development

Meet the presenter, Mary-Lou Heighes:
Mary-Lou Heighes, CUCE, is President and founder of Compliance Plus, Inc., which helps credit unions large and small with the development of compliance programs. She provides compliance training all over the country for various state leagues and credit unions, and also speaks at numerous credit union conferences throughout the country. Mary-Lou has been an instructor at Regulatory Compliance Schools, conducts dozens of webinars for credit union related organizations throughout the country, and has written articles for Credit Union Magazine. For the past eight years, she has also spent many long hours drafting, rebutting, and advising on legislative issues at the state and federal level.

 Mary-Lou has been involved in the credit union movement since 1989. She spent five years working in credit unions and seven years providing compliance assistance through the Information Hotline and writing and editing TIPs bulletins advising credit unions to changes to regulations affecting credit union business.

  California credit union professionals in these positions or departments: • Member Service • Teller • Branch Manager • Operations • Compliance • Training & Professional Development
Registration Investment: Power Learner Passport - (click for details)
   


Your first class ticket to Internet training, eTrain is designed just for credit unions. You and your staff don’t even have to leave your office; the training comes to you! An Internet connection and a separate phone line is all you need!

eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.

eTrain’s Webinar Series: Quality education brought to your credit union at a low cost.

Want to know more about all the upcoming eTrain webinars?
Just call the League at (800) 472-1702, option 2.

   

ARCHIVED WEBINAR PURCHASING REQUEST
You are registering for an archived audio/visual presentation. Simply complete the registration information below and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.

Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.

Please remember that webinars are sold per Internet/phone connection. Unauthorized distribution of links and passwords may result in additional costs per connection.