Opening Business Accounts: The Big Four
November 23, 2026
Live Webinar:
DateNov 23, 2026Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM EST
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- 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
Business accounts start with getting ownership and authority right.
Build confidence opening the big four business
accounts with clear guidance on documentation, signature cards, ownership
changes, authority, and Customer Due Diligence requirements.
KEY WEBINAR TAKEAWAYS
- The difference between the four big structures
- Signature cards, resolutions, and certification of beneficial ownership
- Mistakes to avoid at the death of owners and signers
- Handling checks and IRS reporting on these accounts
BONUS MATERIALS
- New Accounts Handbook
WEBINAR DETAILS
Opening business accounts begins with the big four:
sole proprietorships, partnerships, limited liability companies, and
corporations. This program will explain how to set up signature cards and
resolutions, and how to document authority for these common business
structures. You will develop expertise in business ownership and authority as
we address start-up, dissolution, ownership changes, and death on each type of
account. The webinar will also cover the latest on business account Customer
Due Diligence requirements.
WHO SHOULD ATTEND?
- New accounts
- Training
- Deposit operations and compliance
- Branch staff
TAKE-AWAY TOOLKIT
- 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.
Presented By

Gettechnical Inc.
Other Webinars That Might Interest You

Fraud Series: Preventing New Account Fraud
by Deborah L. Crawford

Account Opening Series

Advanced SARs: Monitoring & Reporting on High-Risk Activities
by Dawn Kincaid

AI/ChatGPT, Email, Social, E-Collaboration, Web & Mobile Policies
by Nancy Flynn

Writing Consumer & Fiduciary Account Manual Procedures
by Deborah L. Crawford

Wire Transfers: Effective Agreements & Internal Controls
by Shelli Clarkston

BSA Officer & Staff Year-End Wrap-Up
by Deborah L. Crawford

Handling Legal Documents: POAs, Trusts, Estates & Guardianships
by Deborah L. Crawford

Managing & Monitoring High-Risk Accountholders
by Dawn Kincaid

Red Flags for Money Laundering
by Deborah L. Crawford
This Webinar Appears In
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC


