RW Advantage - Webinars

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Event Name:Deposit Agreements: Updating and Business Signature Cards - 2-Part Webinar Series
Date:Friday, February 17, 2017 11:00am CST
Presented By:BankersHub
Panelist(s) Info: Paul Carrubba, Attorney- Banking and Finance - Adams and Reese LLP
Credits:1.2 AAP Credits, 1.0 CPE Credit

This is a two part webinar with events Friday February 17, 2017 at 11:00 am and 1:00 pm CT.

Deposit Agreements outline the roles and responsibilities of each account holder.

This webinar series will cover important areas to cover in the financial institution’s account agreement including

  • Error resolution for various payment systems,
  • Notification and disclosure requirements, and
  • Responsibilities for the customer and the financial institution. 

Business account signature cards and resolutions often time are approached with some confusion over distinguishing between types of entities, authorities on the account and required documentation that a financial institution is required to obtain during the account opening process.

These sessions will provide a legal and compliance perspective of a financial institutions responsibilities in gathering such documents during the account opening process.