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REACH is the flagship event for credit union leaders across California, Nevada—and now Utah! It’s where bold ideas ignite, purpose comes alive, and the future of our movement
REACH is the flagship event for credit union leaders across California, Nevada—and now Utah! It’s where bold ideas ignite, purpose comes alive, and the future of our movement takes shape. We are so excited to open the doors to our friends from Utah and invite you to register for REACH 2025 taking place in stunning Palm Desert, CA this fall.
Register now and join us at REACH!
October 27, 2025 – October 30, 2025 (All Day)(GMT-07:00)
JW Marriott Desert Springs
74-855 Country Club Drive
27oct9:00 amDiscovering People Literacy
RELEASE DATE: OCTOBER 27, 2025ANTICIPATED DURATION: 60 MINUTES The ability to easily “read” others and adapt communication to enhance effectiveness with
RELEASE DATE: OCTOBER 27, 2025
ANTICIPATED DURATION: 60 MINUTES
The ability to easily “read” others and adapt communication to enhance effectiveness with them is crucial to building great relationships, especially with “difficult” people. In this application-rich program participants will:
As an internationally recognized communication and leadership expert, speaker, author, and executive advisor, Pamela Jett works with professionals to better understand that choosing to be “Relentlessly Positive” even in difficult situations isn’t naïve… it’s leadership. Pamela takes people beyond basic theory and strategy to an unparalleled level of application. With a wide-ranging clientele, Pamelas has a proven track record of helping audiences gain tools they can use immediately. With a focus on practical tools delivered in a motivating and entertaining way, she is a trusted advisor to brands around the globe.
Pamela Jett’s unique programs are power-packed with practical application, real life techniques and a dash of neuroscience. Her unique combination of humor, intellect and evidence-based tools is sure to leave you inspired and ready to make positive changes for increased leadership and communication success.
Delivery Method: This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
Expiry note: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
October 27, 2025 9:00 am(GMT-06:00)
03nov9:00 amIdentity Theft Red Flags
RELEASE DATE: NOVEMBER 3, 2025ANTICIPATED DURATION: 60 MINUTES Identity Theft
RELEASE DATE: NOVEMBER 3, 2025
ANTICIPATED DURATION: 60 MINUTES
Identity Theft continues as one of the top security threats to our members and they are looking to the credit union to keep them safe. We all know the regulations identify numerous examples of identity theft warning signs and require every credit union to have a written identity theft prevention program. But bad guys continue to evolve and so do their technics for stealing someone’s financial identity. It has never been more important to ensure your security program is keeping up with today’s challenges. This session will review the components of an effective ID Theft program and offer best practices to ensure it is up to date and ready to face today’s challenges.
This training may assist your credit union in meeting the recommendations and requirements noted in the following citations:
Attorney, author, consultant and nationally recognized trainer, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC. Through Reed and Jolly, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. In addition to his legal expertise, Mr. Reed is a Certified Fraud Examiner and Chairman of a Supervisory Committee. A former trial attorney and Vice President and General Counsel of Apple Federal Credit Union, Mr. Reed is particularly noted in the areas of credit union operations, governance, security, bankruptcy and collections. He has been selected to train federal and state field examination staff on numerous issues including BSA, Field of Membership, ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management, Cybersecurity and Bankruptcy.
Delivery Method: This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
Expiry note: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
November 3, 2025 9:00 am(GMT-07:00)
10nov9:00 amRobbery Training for Frontline Staff
RELEASE DATE: november 10, 2025ANTICIPATED DURATION: 60 MINUTES Why do people rob financial institutions? Because that’s where the money is. But
RELEASE DATE: november 10, 2025
ANTICIPATED DURATION: 60 MINUTES
Why do people rob financial institutions? Because that’s where the money is. But many robberies occur because institutions unintentionally make themselves easy targets.
This training equips frontline staff with the knowledge and skills to help safeguard employees, members, and assets. Participants will learn how robbers case a branch, practical steps to reduce vulnerability, and what actions to avoid that could escalate danger.
Protect your people. Strengthen your defenses. Build member confidence that their credit union is a safe place to do business.
This training may assist your credit union in meeting the recommendations and requirements noted in the following citations:
12 CFR §748
NCUA Report/Security Measures to Deter Most Robbery Attempts
Thompson Consulting Group, LLC provides consultative training services for financial institutions that are looking for experts with actual industry experience. With our firm, you learn to handle real-world issues using methods based on practical solutions for the community institution — unlike security firms or computer penetration companies, which only know our industry from the outside. We provide training, risk management advisory services, banking expos, community programs, and physical risk assessments.
Delivery Method: This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
Expiry note: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
November 10, 2025 9:00 am(GMT-07:00)
13nov10:00 am12:00 pmCompliance Essentials: Mortgage Loan Servicing Compliance
Description Coming Soon! Registration opens at a later date. Time: 10:00 AM – 12:00 PM Location:
Description Coming Soon!
Registration opens at a later date.
Time: 10:00 AM – 12:00 PM
Location: Online only. (Zoom links will be provided to registrants before the meeting)
Cost: This class is FREE to all member credit unions of the California, Nevada, and Utah Credit Union Associations.
November 13, 2025 10:00 am – 12:00 pm(GMT-07:00)
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