Print Page   |   Your Cart   |   Sign In   |   Request an Account
Site Search
Sign In


Forgot your password?

Haven't registered yet?

Latest News
Calendar
Account Administration TeleCourse
View Registrations Tell a Friend About This EventTell a Friend

Account Administration TeleCourse

9/30/2014

When: Tuesday, September 30
10:00 a.m.-12:00 p.m.
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is closed.
Details

Overview:
This seminar will focus on certain aspects of share account administration that cause confusion – particularly, setting up accounts that involve fiduciaries and handling the accounts of deceased members.  The discussion will cover credit union forms, as well as documents brought in by third parties. 

Topics will include:


Administering Share Accounts 

  • Dealing with representative payees, guardians/conservators, and other fiduciaries
  • Dealing with living trusts and business accounts

​Selected Account Hazards

 

Death Situations

  • Account distribution responsibilities
  • Accounts with fiduciaries

This session will be pre-recorded and then presented on September 30th in the Audio Archive.  Ms. Heighs will take questions via email after the session. The audio archive can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.  

Speaker: Mary Lou Heighs, CUCE, is President and founder of Compliance Plus, Inc. Mary Lou has been involved in the credit union movement since 1989.  She spent five years working in credit unions, in almost every position.  Like many credit union veterans, she has worn many hats - loan officer, marketer, collector.

Educational Investment:

Over $75 million  - $159 per telephone connection
$25-$75 million - $139 per telephone connection
Under $25 million -  $79 per telephone connection

Education Scholarships:

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.

APPLY TODAY!

 

 

 

Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.

Cancellation Policy:
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.

 

 
 

« Go to Upcoming Event List