eTrain: Power of Attorney
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When you and your California credit union accept and honor power of attorney documents, you also accept the risks that go along with them. 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. 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 special purpose does each Power of Attorney type serve?
  • What is your credit union’s liability in honoring a Power of Attorney document?
  • Must you keep a copy of the document in your credit union files?
  • What language should accompany an attorney-in-fact’s signature?
  • When does a Power of Attorney become invalid?
  • Can all account and loan documents be signed by an attorney-in-fact, or are there exceptions?
  • Can the attorney-in-fact change the beneficiaries on an account?

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 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.

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.

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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.

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