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One Hour QuickBite Teleconference

Reg E

June 2, 2010

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

$99.00 per telephone line

 

 

Reg E claims are among the most common complaints about credit unions received by the National Credit Union Administration. Do you know the credit union's rights and responsibilities?

This audio conference will cover:

  • Issuance of access devices
  • Disclosures and notices
  • Statement requirements
  • Handling consumer complaints
    • What constitutes an unauthorized transaction
    • What to look at when conducting an investigation
    • Proper timeframes for completing an investigation
  • ACH, home banking, audio response and more!

 

Speaker: Mary-Lou Heighes has been involved in the credit union movement since 1989.  Her areas of expertise involve marketing, collections, general operations, lending, and compliance.  She is a CUNA-certified Credit Union Compliance Expert, and is President of Compliance Plus, Inc. which provides compliance, training, strategic planning and consulting services to credit unions.

 

Ms. Heighes was the Senior Research and Information Consultant for the California/Nevada Credit Union League where she worked for 7 years answering credit union compliance and operational questions and producing bulletins for member credit unions on operational and regulatory changes, and worked closely with the legal department on statutory changes affecting credit unions.

 

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…

  1. Fill out the information below and submit registration.

  2. Prior to the teleconference, you will receive telephone dial-in procedures and PIN number along with handout materials.

  3. 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.

Credit Union Name

City State Zip

Contact Person Phone Number

Email          $99.00 per PHONE LINE acknowledgment