071718webinar.png

Transform Your Public Speaking Skills

Learn what it takes to become an outstanding public speaker during the July 26 ”No Panic” Presentation Skills webinar.

During this content-rich session, you will discover what you need to know for speaking up and standing out in various professional environments as you communicate with members, managers, credit union guests, and even the media:

  • How to organize your thoughts—and not ramble
  • The only secret to stopping vocal fillers, including the distracting credibility-robbing “ums” and “uhs”
  • Tips for controlling your body language to communicate the message you want
  • Keys to identifying and eliminating nervous habits and jitters
  • The Three-Minute First Impression:  What you absolutely must do in the first 180 seconds to build rapport and credibility with people
  • How to banish boring presentation openings (by figuring out what everyone else is doing—and then NOT doing it)
  • Even a few top-tier takeaways to avoid “naps by PowerPoint®

Click here to register!

070918webinar.png

Trusts & Other Fiduciary Accounts: What You Need to Know

How well-versed are you in trust and other fiduciary accounts? Your members expect you to know all the rules.

Join the Trusts & Other Fiduciary Accounts webinar on July 27 where you will get an overview of distinctive account structures, including Living Trusts, Totten Trusts, Uniform Transfer to Minors, and Coogan accounts. In addition, this session will outline the setup of Representative Payee accounts and Conservatorships.

Get the answers to these questions:

  • Who is the trustee, and who is the trustor?
  • Must the trustors all be credit union members?
  • What information should a Certification of Trust contain?
  • Who signs the share account agreement, the trustee or trustor?
  • Can the trustor transact business on the account?
  • What happens if a trustee resigns or dies?
  • What special trust structures might be used for a minor?

Click here to learn more.

Ascensus

Looking for IRA Training?

We have great news for you! Your Leagues have partnered with Ascensus to make high quality IRA education available to you at a discounted rate.

Ascensus is the nation’s premier provider of IRA services for credit unions, with training options that cover the full range of IRA topics from basic to advanced. Whether you are new to IRAs or an experienced administrator wanting an update on this year’s new rules, you’ll find the training you need to serve your members’ IRA needs.

Read more

Highlighted Events

 2018

Shapiro Summit
Aug. 24–25, 2018
San Francisco, CA

Hike the Hill
Sept. 25–27, 2018
Washington, D.C.

REACH 2018
Nov. 6–9, 2018
Loews Hollywood Hotel
Hollywood, CA
REACH GOLF: Nov. 6

CHAPTER FORUM
Nov. 9–10, 2018
Loews Hollywood Hotel
Hollywood, CA

2019

Nevada Government Relations Rally
Feb. 12, 2019
Carson City, NV

CUNA Governmental Affairs Conference
March 10–13, 2019
Washington, D.C.

California Government Relations Rally
April 8–9, 2019
Sacramento, CA