Business Deposit Account Changes: Signers, Owners, Names of Business and More (Webinar)


November 4, 2024
2:30pm-4pm


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


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 bank.

This webinar 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.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• 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 webinar will benefit new account staff, personal bankers, loan officers, branch staff, branch administration, deposit operations staff, deposit compliance personnel, and trainers.


Deborah Crawford is the President of gettechnical, inc. a Florida-based firm, specializing in the education of banks and credit unions across the nation. Her 35+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.