CUNA offers fiduciary account webinar series

May 25, 2018

The CUNA Fiduciary Relationships Webinar Series will assist credit union professionals in navigating the complex landscape of regulations and procedures behind fiduciary accounts .

“Getting a firm grasp on the dos and don’ts of fiduciary relationships is not an easy task for credit union staff,” said Kathy Smith, instructional design manager at CUNA. “By getting a more robust understanding of these important and complex accounts and their regulatory hurdles, credit unions can enhance their compliance processes and serve their members better.”

The webinar series will cover fiduciary accounts and services with weekly sessions on Tuesdays, Oct. 9-23. These sessions include:

  • Working with trusts and trust accounts;
  • Understanding other types of fiduciaries; and
  • Working with estates and managing deceased members’ accounts.

Recorded sessions are also available.

To learn more and sign up for the CUNA Fiduciary Relationships Webinar Series, click here.