Maintaining Business Accounts: Changing Principals, Changing Signers, Resolutions, Changing Products & More
On-Demand Webinar:
StreamedJun 15, 2022Duration90 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
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 credit union.
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
WEBINAR DETAILS
This session 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.
WHO SHOULD ATTEND?
This informative session will
benefit new account staff, personal bankers, loan officers, branch staff,
branch administration, deposit operations staff, deposit compliance personnel,
and trainers.
TAKE-AWAY TOOLKIT
- New account 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 agency is prohibited. Print materials may be copied for eligible participants only.
Presented By
Gettechnical, Inc.
This Webinar Appears In
© 2022 FINANCIAL EDUCATION & DEVELOPMENT, INC