Death of a Member QuickBite


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One Hour QuickBite Teleconference

Death of a Member

July 21, 2009

10:00 a.m. to 11:00 a.m. CST

$99.00 per telephone line

When your members die, are you prepared to deal with the consequences? Do you know to whom you can legally pay funds when a member passes on? This seminar will teach credit union professionals what documents are needed from survivors making claims for funds. The speaker will also cover how the death of a member affects existing loans. The seminar will help prevent the grave consequences that can arise from mishandling funds paid to estates and beneficiaries.

Speaker: Robert Rutkowski is a partner in the Brooklyn Heights, Ohio office of Weltman, Weinberg & Reis Co., L.P.A. (WWR) and manages the firm’s Credit Union department and the Corporate & Financial Services practice group. Mr. Rutkowski served on the Board of Directors for the Lake County Educational Federal Credit Union for 4 ½ years. He is a frequent lecturer on legal issues for credit unions and has served as a speaker for the Credit Union National Association (CUNA), the National Association of Federal Credit Unions (NAFCU) and most recently, the Credit Union Executives Society (CUES), where he leads a series of informational webinars.

What You Get For Your Investment:

1 hour training session via teleconference that provides a convenient way to train staff.
No travel expenses or time away from the office which means you save money in your training budget.

Get Connected: It’s as easy as 1 - 2 - 3!
It’s easy and very convenient for you to participate. Here’s how it works…

Fill out the information below and submit registration.
Prior to the teleconference, you will receive telephone dial-in procedures and PIN number along with handout materials.
On the day of the conference gather all the attendees for a mid-morning QuickBite by placing your telephone on speakerphone, distribute copies of the handout material, and enjoy this educational snack! Questions are welcomed and encouraged!

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.