Opening & Managing Certificates Of Deposit - Details

Opening & Managing Certificates of Deposit

(90-minute webinar – available live or on-demand)

Monday, November 15, 2021

This is a morning webinar

8:00 AM Pacific                  9:00 AM Mountain

10:00 AM Central     11:00 AM Eastern

Don’t miss this chance to learn all about time deposits and tips for making your processes more efficient and fluid.  Now is the time to find out if your procedures are obsolete or on the mark! 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Define what is and what is not a Certificate of Deposit or Time Deposit
• Understand Reg D limitations on these accounts
• Follow Truth In Savings requirements for subsequent notices
• Let go of obsolete procedures in losses of certificates

WEBINAR DETAILS

Today’s certificates of deposit are really time deposits.  Many institutions still manage these accounts with a great deal of paper and obsolete practices.  Is it time to change? Since these accounts are nonnegotiable instruments today, what can you do to reduce paper and make the process more fluid?  What are the current rules and regulations and what is outdated?  Learn the ins and outs of opening and managing these accounts with this informative webinar.

WHO SHOULD ATTEND?

This timely program will benefit deposit compliance staff, deposit operations personnel, marketing staff, the frontline, and all branch staff, including new accounts, administration, and branch managers. 

TAKE-AWAY TOOLKIT

• New account handbook
• Employee training log
• Interactive quiz 

DON’T MISS THESE RELATED WEBINARS!

Frontline Microlearning Modules

on Wednesday, January 1, 2020 

E-SIGN Series:

“No-Contact” Account Opening: E-SIGN Compliance

on Thursday, February 11, 2021

New Accounts Series:

20 Legal Types of Accounts: Ownership, Documentation & CIP

on Wednesday, September 8, 2021

     MEET THE PRESENTER - Deborah Crawford, Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a 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

• 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. On-Demand 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