BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH PRODID:-//Telerik Inc.//Sitefinity CMS 13.3//EN BEGIN:VTIMEZONE TZID:Central Standard Time BEGIN:STANDARD DTSTART:20231102T020000 RRULE:FREQ=YEARLY;BYDAY=1SU;BYHOUR=2;BYMINUTE=0;BYMONTH=11 TZNAME:Central Standard Time TZOFFSETFROM:-0500 TZOFFSETTO:-0600 END:STANDARD BEGIN:DAYLIGHT DTSTART:20230301T020000 RRULE:FREQ=YEARLY;BYDAY=2SU;BYHOUR=2;BYMINUTE=0;BYMONTH=3 TZNAME:Central Daylight Time TZOFFSETFROM:-0600 TZOFFSETTO:-0500 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DESCRIPTION:Whether you are writing new account procedures for the first ti me\, or\nstrengthening your existing procedures manual\, this session will give you\ntools that you can use right away\, including a new account tra ining manual\ntemplate that you can edit to fit your institution&rsquo\;s needs.\n\nLearning Objectives\n\n Use the template to develop procedure s for your institution\n \n Understand how accounts get opened and t he regulatory requirements for each type\n \n Review federal laws th at have to be covered when opening accounts\n \n Identify the differ ent ownership types for which sample signature cards should be\n set up \n Use a documentation checklist for every type of account\n \n S et up a manual if you are in more than one state\n \n Know what ques tions should be asked and researched for state law purposes\n\nThis webina r will take the core document from the deposit accounts handbook and set u p\na working document so you can tailor your procedures into the framework provided. The\nworking handbook in a Word document will save you time in the process. Find out how\nto blend state and federal law into an efficien t new account process. DTEND:20220216T213000Z DTSTAMP:20240328T152403Z DTSTART:20220216T200000Z LOCATION: SEQUENCE:0 SUMMARY:Writing New Account Procedures UID:RFCALITEM638472182439988731 X-ALT-DESC;FMTTYPE=text/html:
Whether you are writing new account procedu res for the first time\, or\nstrengthening your existing procedures manual \, this session will give you\ntools that you can use right away\, includi ng a new account training manual\ntemplate that you can edit to fit your i nstitution&rsquo\;s needs.\n
\nLearning Objectives
\nThis webinar will take the core document from the dep osit accounts handbook and set up\na working document so you can tailor yo ur procedures into the framework provided. The\nworking handbook in a Word document will save you time in the process. Find out how\nto blend state and federal law into an efficient new account process.
END:VEVENT END:VCALENDAR