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|Event Name:||20 Legal Account Ownerships, Titles, Sample Signature Cards and Legal Documentation|
|Date:||Wednesday, January 18, 2017 10:00am CST|
|Panelist(s) Info:||Deborah Crawford (Bio)
Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 27 years of combined teaching and banking experience.
|Credits:||2.5 CE Credits|
This program is an A-Z on account ownership and documentation. We'll go from single party accounts to more complex business accounts. It is a must for anyone who opens or manages new accounts. Your financial institution's signature card, documentation and authority procedures can create big liability if you don't understand the type of ownership and the checks that go with these accounts.
Who should attend?
New accounts representatives, call service representatives, branch managers, assistant branch managers, branch administration, deposit operations, BSA CIP personnel, training and anyone who works with or manages the new account function.