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Registration for this event is open from: | Apr 9, 2019 12:00 - Dec 5, 2019 12:00 | |
Where: | Webinar, Recorded, Both Live/Recorded, (US). | |
Date: | Jun 5, 2019 - Jun 5, 2019 | |
Time: | 02:00 - 03:30 | |
Event description: | ||
Handling Dormant Accounts,Unclaimed Property & EscheatmentWebinar OR Recorded Webinar + Free Digital Download Wednesday, June 5, 2019 12:00 pm – 1:30 pm Pacific 1:00 pm – 2:30 pm Mountain 2:00 pm – 3:30 pm Central 3:00 pm – 4:30 pm Eastern Dormant accounts and unclaimed property pose unique, and often complicated, problems for financial institutions. Procedures and practices regarding dormant accounts and unclaimed/abandoned property in safe deposit boxes have come under attack by both consumers and state agencies that are entitled to escheatment. This webinar will explain the Uniform Unclaimed Property Act and the tools needed to evaluate its procedures and practices regarding dormant accounts, unclaimed property, and escheatment. Since escheat laws vary, this webinar will not cover state-specific escheat laws. However, you will be able to find your state-specific escheat laws by using the contact information in the handout. HIGHLIGHTS
WHO SHOULD ATTEND? This informative session is designed for staff involved with dormant accounts and unclaimed/abandoned property, including deposit operations personnel, safe deposit box staff, service representatives, compliance officers, auditors, attorneys, and managers. DON’T MISS THESE RELATED WEBINARS! Personal Accounts: Ownership, Authorization, Titling & Documentation on Wednesday, October 30, 2019 & Closing or Changing Accounts for Consumers & Businesses on Wednesday, November 6, 2019 Please note: The live webinar option allows you to have one internet connection (from a single computer terminal). You may have as many people as you like listen and watch from your office computer. ABOUT THE PRESENTER – Elizabeth Fast, JD, CPA, Spencer Fane LLP Elizabeth Fast is a partner with Spencer Fane LLP where she specializes in the representation of financial institutions. Elizabeth is the head of the firm’s training division. She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University. In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant. Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions. She is a member of the Missouri State Banking Board by appointment of the Governor. THREE REGISTRATION OPTIONS Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that allows entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely. The recorded webinar may ONLY be ordered for 6 months following the live webinar. In addition, the download must be completed within 6 months of the live webinar date.
Options 1 and 2 described above. AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
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