Join us for the third and final webinar in our Account Administration series. This session builds on the foundational and intermediate topics covered earlier in the year and focuses on some of the more complex and sensitive situations credit unions encounter when administering member accounts.
In this advanced-level program, we will explore key rules, risks, and operational considerations that arise when dealing with fiduciary relationships, deceased members, and dormant funds. These topics often involve multiple layers of legal, regulatory, and procedural requirements, making it essential for credit union staff to understand how to handle them correctly and consistently.
