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eTrain: Truth in Savings Act & Regulation E
Are you sure your credit union and your service providers are in compliance with current Truth in Savings (TISA) and Regulation E (Electronic Fund Transfer Act) rules?
Learn about the Truth in Savings requirements for each step of the deposit account process, including marketing deposit accounts, opening new accounts, periodic statements, overdraft coverage, changes in account terms, and the Regulation E requirements for electronic transactions. Credit union compliance expert Mary-Lou Heighes will give you a step-by-step review of your compliance responsibilities, as she discusses these questions and much more:
- What must you include in deposit account marketing? What may you omit?
- What disclosures must you provide to a new account holder?
- What is the correct wording for overdraft coverage opt-in/opt-out disclosures and forms?
- How and where must TISA information be formatted and placed on periodic statements?
- Must you provide additional documentation when a deposit account’s terms or structure changes?
- What transactions are included and excluded by Regulation E?
- How should Reg E error claims be handled?
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 and compliance training and assistance. She provides compliance training all over the country for various state leagues and credit unions, and also speaking at numerous credit union conferences throughout the country. Mary-Lou has been an instructor at regulatory compliance schools, has conducted dozens of webinars for credit union related organizations throughout the country, and has written articles for Credit Union Magazine. She spent many years working on the very laws and regulations she trains on today.
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.
Who should attend?
anagers and supervisors in these departments:
- Member Service
- Business Development
||Power Learner Passport - (click for details)
first class ticket to Internet training, eTrain is designed
just for credit unions. You and your staff dont even
have to leave your office; the training comes to you! An
Internet connection and a separate phone line is all you
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.
eTrains 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
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