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Business Account Documentation

Sep 22 2:00 PM - Sep 22, 2021 3:30 PM
Sep 22, 2021 2:00 PM - 3:30 PM
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Opening even a basic business checking account can involve considerable time, paperwork, and risk! Every accountholder’s situation is different, and uncertainty abounds regarding account ownership, required identification, and appropriate due diligence.

The business owner/representative must be made aware of the products and services your institution has to offer. Staff must comply with several regulatory requirements yet provide a positive experience for the client. Although this juggling act can be daunting, this jam-packed session will unpack the ownership and documentation details for businesses, estates, and trusts. Join us for a run through of the account opening process from starting blocks to finish line and all the curves in between. Several tools will be provided that will improve and streamline your process. 

Agenda

Speakers

Dawn Kincaid, Brode Consulting Services, Inc.

Location

Fees

Individual webinar: $259

Full, 6-part New Account Series: $1,295 (save $259)

The series includes:

To purchase the series, please visit the main New Accounts Series page.

Live and recorded webinar, handouts, quiz with answer key and training log are included.
Your registration includes unlimited locations (until further notice), making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.

Additional Info

Event Type

Webinar

Topics Covered

  • Live Webinars
  • Compliance
  • Member Service