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

Jun 15 2:00 PM - Jun 15, 2022 3:30 PM
Jun 15, 2022 2:00 PM - 3:30 PM
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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.

Learning Objectives

  • 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.

Agenda

Speakers

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.

Location

Fees

$259.00 

Your registration includes unlimited locations, making it easier to share and learn with remote staff.

Please note: You may share the link with others at your credit union, however the confirmation will be sent to one primary contact at your credit union. It will be up to the primary contact to share the material with others.

Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Member Service
  • Lending & Collections
  • Compliance