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Registration for this event is open from: | Jul 20, 2021 12:00 - Mar 8, 2022 12:00 | |
Where: | Live Webinar, On-Demand Webinar, Both, North Dakota (). | |
Date: | Sep 8, 2021 - Sep 8, 2021 | |
Time: | 10:00 - 11:30 | |
Event description: | ||
New Accounts Series: 20 Legal Types of Accounts: Ownership, Documentation & CIP(90-minute webinar – available live or on-demand) Wednesday, September 8, 2021 This is a morning webinar 8:00 AM Pacific 9:00 AM Mountain 10:00 AM Central 11:00 AM Eastern Learn about account ownership and documentation from A-Z with this webinar that will go from single-party accounts to more complex types of business accounts. Signature card, documentation, and authority procedures can create major liability when mistakes are made. This webinar is a must for anyone who opens or manages new accounts. AFTER THIS WEBINAR YOU’LL BE ABLE TO:
WEBINAR DETAILS Learn how to set up 20 legal ownership types on your signature cards, systems, and resolutions. Personal accounts, minor accounts, fiduciary accounts, and business accounts will be covered. This comprehensive program will help you implement new account procedures for your institution. What documents should you have for each? What CIP will you run? What are the proper disclosures? These questions and more will be answered during this program designed for new account professionals and deposit support staff. WHO SHOULD ATTEND? This informative session is for tellers, head tellers, managers, branch operations staff, compliance officers who approve checks, and deposit representatives who work with checks and accounts. TAKE-AWAY TOOLKIT
DON’T MISS THIS RELATED WEBINAR! Handling POAs & Living Trust Documents on Deposit Accounts & Loans on Wednesday, August 11, 2021 MEET THE PRESENTER - Deborah Crawford, Gettechnical Inc. Deborah Crawford is the President of Gettechnical Inc., a Virginia/Florida based firm, specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs. THREE REGISTRATION OPTIONS – WHAT YOU GET 1. Live Webinar Includes
2. On-Demand Webinar Includes
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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