Opening and Documenting Business Relationships (Virtual)

This program has been changed to a virtual seminar via Zoom.

Member Fee for Virtual Live Seminar OR Virtual Seminar Recording
: $265
Non-Member Fee for Virtual Live Seminar OR Virtual Seminar Recording: $465

Click here for brochure

Speaker: Debbie Crawford, gettechnical, Inc.

This opening business relationships program will be updated with new customer due diligence rules for beneficial ownership. All worksheets will be updated, and the program will include a script for compliance in opening business accounts. From sole proprietors to corporations, learn how to properly document business customers. This program will assist you in understanding the different types of businesses and the filing requirements for each type of business. You will be able to handle business accounts from opening to closing. Participants will review the proper handling of changing signatures on all types of business accounts plus the handling of checks with regards to these types of accounts.

10/20/2020 9:00 AM - 4:00 PM

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