Event Details

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Writing New Accounts: Business Accounts and Nonprofit Accounts (Webinar)

Date &  Time

October 19, 2026
2:30pm-4pm

Registration Fee

Member Fee (Live or Recording):  $165 per connection 
Non-Member Fee (Live or Recording):  $265 per connection

Overview

During this webinar, we will take the core document from deposit/share accounts handbook and set up a working document so that you can tailor your procedures into the framework we will provide. The working handbook in a word document will enable you to take hours of work out of the process. You will learn how to blend state and federal law into an efficient new account process.  

Topics include:

  • Review of federal laws we have to cover in the opening of accounts
  • Learn the different ownership types that we should set up sample signature cards and screen shots for
  • You will receive a checklist for documents for every type of business and nonprofit accounts
  • How to set up a manual like this if you are in more than one state
  • What questions should we ask and research for state law purposes
  • You will receive a template to start the hard work and lots of guidance to help you in the process
  • Updated for CDD


Who Will Benefit

This webinar will benefit training, compliance, branch operations, customer/member service representatives and branch personnel who would be involved in developing a new accounts procedure manual.

Instructor

Deborah L. Crawford is the President of Gettechnical Inc a Florida based training company.  Her 30+ years of experience began at Hibernia National Bank in New Orleans.  She does training on deposits, BSA, IRAs, tellers, compliance and many other areas of the financial institution.  She graduated from Louisiana State University with both her Bachelor and master’s degrees.
When
10/19/2026 2:30 PM - 4:00 PM
Central Daylight Time
Registration
Sign in or create an account to register
Registration ends 10/19/2026 1:30 PM CDT

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