Event Calendar

Wednesday, June 15, 2022

Frontline Series: Maintaining Business Accounts: Changing Principals, Signers, Resolutions, Products & More Webinar

Start Date: 6/15/2022 9:00 AM MDT
End Date: 6/15/2022 10:30 AM MDT


Event Website: https://financialedinc.com/frontline-series-maintaining-business-accounts-changing-principals-changing-signers-resolutions-changing-products-more

Organization Name: Independent Bankers of Colorado

Contact:
Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (720) 607-7937

Do business account change requests intimidate you? This jam-packed webinar will explain what you need to know to handle changes with ease. Learn the tips and tricks of the trade with this in-depth training and become the go-to person at your bank. This session will teach you about changing ownership, changing signers, changing principals, and many other issues in the lifecycle of a business. You will learn how to open and close business accounts due to death, sale of the business, or dissolution.  It will also address the paperwork, tax reporting, and resolutions in an ever-changing landscape. This program will go way beyond the basics of maintaining business accounts.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO

  • Change signers on business accounts
  • Update beneficial ownership and resolutions
  • Manage business account lifecycles
  • Help move accountholders from one business type to another
  • Know when to use an SSN and when to use an EIN
TAKE-AWAY TOOLKIT
  • New account handbook
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
WHO SHOULD ATTEND?
This informative session will benefit new account staff, personal bankers, loan officers, branch staff, branch administration, deposit operations staff, deposit compliance personnel, and trainers.
 
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.