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Presented by Mary-Lou Heighes, President, Compliance Plus, Inc.
Setting up accounts properly and handling account management issues can sometimes be tricky, but knowing the specific requirements of these responsibilities enables credit union frontline staff to handle those sensitive member issues with confidence and clarity. In this webinar we will review the requirements for:
Who Should Attend?
Nevada credit union staff members who open, maintain, or close member accounts, such as:
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.
|Program length||90 Minutes|
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