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Contracts 101

Don't sign another vendor's “trust us” contract! Our seasoned attorneys can equip your team to understand the legalese. Let us help your team get past all the legalese, master basic contract concepts and requirements, and get hands-on practice in contract negotiations.

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Power Of Attorney Training

Credit Union personnel are increasingly being presented with Power of Attorney (“POA”) documents. A POA is an important legal document. A common problem associated with POAs is that the parties to the POA often do not understand the legal implications that arise with a POA. To minimize your Credit Union’s risk when accepting POAs, it is imperative that Credit Union personnel understand the basics of POAs.

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Anti-Harassment and Anti-Discrimination

Our training on discrimination and harassment issues, including, sexual harassment, provides valuable insight into your legal responsibilities and obligations for identifying, preventing, and handling harassment and discrimination issues at your credit union. This training meets California's stringent AB 1825 standards for supervisor training.

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Credit Union Fiduciary Duties

Now more than ever, your volunteers and executives need to understand their fiduciary duties, the regulatory environment, as well as insurance coverage and indemnity issues. With a much more activist approach to examinations and the issuance of new regulations, the NCUA (and state regulators) are clearly signaling that a great deal more will be expected of your volunteers (and employees) in the future.

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