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 credit union.
- 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
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.
Deborah Crawford, Gettechnical Inc
Deborah Crawford is the President of Gettechnical Inc., a Virginia/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.