Regional Learning Center Evening Workshop
“Understanding NCUSIF"
National Credit Union Share Insurance Fund
Guest Speaker: Tracy Vasilia, Credit Union Leagues
Learn how to see through DaVinci’s eyes when approaching a problem.
When members ask how much of their account balances are fully insured, how confident are you in your answer?
Get the expertise you need to help your members take full advantage of NCUSIF deposit account protection, even on the most complex account structures. You’ll understand how
the use of various account ownership structures can give your members the reassurance and peace of mind that their funds are safe and secure.
Learn how to calculate the insured amount on these account types:
- Single Ownership Accounts,
- Joint Accounts ,
- Revocable Trusts, Totten Trusts, and Payable-On-Death Accounts,
- Irrevocable Trusts,
- Accounts Held by Associations, Corporations, or Partnerships,
- IRAs and Keogh Accounts,
- Accounts Held by Executors or Administrators
This RLC is for Member Service Representatives, Tellers, Teller Supervisors, Managers and Operations Professionals.
Tracy Vasilia is the Manager of Chapters and Electronic Education for the California and Nevada Credit Union Leagues. She holds a bachelor’s degree in criminal justice and a master’s degree in business administration. She is also Credit Union Compliance Expert from CUNA’s Regulatory Training and Certification Program.
When: June 18, 2008
Where: Technology Credit Union
2010 N First St
San Jose, CA. 95131
(408) 441-4735
Time: 5:45PM - 6:30PM Social/Snacks
6:30PM - 8:00PM Program
Cost: $25.00
Register no later than Wednesday, 06/13 /08 to Michelle Greear at (408) 441-4735(Phone) or e-mail mgreear@techcu.com. Please bring your check, payable to the Santa Clara Valley Chapter CCUL, to the meeting. No refunds - all reservations must be paid for.
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