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Compliance Roundtable - Credit Union Accounts A-Z (NC)
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Bringing together credit union professionals to share compliance news and perspectives.

When: 11/18/2014
From 9:00 AM to 4:00 PM
Where: NCCUL Quorum Center
323 West Jones Street
Raleigh, NC  27603
United States
Presenter: Todd Sherpy
Contact: Professional Development
800-235-4290 Ext. 418 or 419

Online registration is closed.
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Summary:  Credit Union Accounts A Thru Z


From the Basic Individual Account to the Estate Account and everything in between. We will discuss how to document, transact, disburse and close.


Basic Accounts

Children’s Accounts





Deceased Estate


Let’s be sure you know how to facilitate these accounts with a proper understanding, procedures and documentation.



Participant cost of $35 per person includes lunch and refreshments.