Safe Deposit Issues:
Delinquency, Death & Abandonment
(90-minute webinar – recording also available)
Wednesday, March 10, 2021
12:00 PM Pacific 1:00 PM Mountain
2:00 PM Central 3:00 PM Eastern
What could go wrong? Safe deposit box rental and use are predictable, right? Not so! From delinquent rent, to joint ownership, to escheatment and death of an owner, proper handling of safe deposit boxes is hardly banal. Learn the ins and outs of this often-overlooked area.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand your institution’s safe deposit box obligations and responsibilities
- Implement proper procedures to grant access to a safe deposit box
- Handle delinquent rent
- Manage the death of a joint or sole owner
- Properly escheat safe deposit box contents to the state
WEBINAR DETAILS
Safe deposit boxes are an important service. They provide additional revenue and enhance accountholder relationships. But safe deposit box operations are unique and sometimes mysterious. Inappropriately handling a safe deposit box can result in unforeseen liability to your institution of tremendous proportions. This webinar will cover everything you need to know to properly handle safe deposit boxes, including the rental agreement, collecting rent, drilling the box, and escheatment of box contents to the state.
WHO SHOULD ATTEND?
This informative session is designed for all staff involved with safe deposit boxes, including officers, service representatives, operations personnel, compliance officers, auditors, attorneys, and managers.
TAKE-AWAY TOOLKIT
- Checklist of items that should be included in a safe deposit box policy
- Employee training log
- Interactive quiz
DON’T MISS THIS RELATED WEBINAR!
Your Depositor Has Died: Actions to Take, Mistakes to Avoid
on Wednesday, December 1, 2021
 MEET 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.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes
- Unlimited connections within your institution to the Live Webinar
- Handout and Take-Away Toolkit
- Available on desktop, mobile & tablet
- Presenter’s contact info for follow-up
2. Recorded Webinar Includes
- Recording of the Live Webinar
- Available two business days following Live date
- Handout and Take-Away Toolkit
- Available on desktop, mobile & tablet
- Free Digital Download, yours to keep
- Share link with anyone at your institution
- Presenter’s contact info for follow-up
3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.
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.
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
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