A to Z on Endorsements

Frontline & New Accounts Operations Deposit Account Compliance

On-Demand Webinar:

StreamedJul 9, 2025Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Endorsements run the gamut.

This webinar will address issues from the simple to the complex, such as deceased accountholders, business accounts, endorsements for minors, income tax check endorsements, trustee endorsements, and endorsements by powers of attorney. Gain the confidence you need with a thorough understanding of the legal issues of endorsements.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Identify the components required for a legal endorsement
Understand how fiduciaries endorse checks
Employ best practices for check cashing and less cash
Manage remote or mobile deposit checks
Appreciate the guaranty that the depositary institution makes to those downstream
Break down best practices on business checks and checks made payable to your institution

WEBINAR DETAILS

Understanding endorsements and checks is crucial to making sound check cashing and deposit decisions. A check is a unique type of contract where ownership can be transferred by an endorsement on the back of the item. This program will cover who has the right to endorse the back of the check and proper endorsement placement. It will also look at what happens if a check is not endorsed properly, when it may be best not to accept the check at all due to missing or problem endorsements, why business checks are not put into personal accounts, and why less cash is not given on business accounts. You’ll learn how to safely handle checks and ensure you and your financial institution can be protected from loss on negotiable instruments. You will not want to miss this webinar!

WHO SHOULD ATTEND?

This informative session is designed for tellers, head tellers, branch managers, officers, trainers, compliance staff, and operations professionals.

TAKE-AWAY TOOLKIT

Teller handbook
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.