2020 Opening & Documenting Business Relationships Recording

Member: $265
Non-Memeber: $465

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 - 4/20/2021

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