Webinar | July 29th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199

This program is an A-Z on account ownership and documentation. We will go from single party accounts to the more complex type of business accounts. It is a must for anyone who opens or manages the new account functions. Your financial institution’s signature card, documentation and authority procedures can create big liability when you do not understand the type of ownership and the checks that go with these accounts.

What You Will Learn

• How to open and document personal accounts, fiduciary accounts and business accounts
• How setting up accounts improperly can create liability for your financial institution
• Creating consistency in your organization on how accounts are opened
• Signature Card danger zones and what can go wrong
• How CIF systems can create errors in ownership and signature card conflicts
• How to add owners, make changes and other issues after the account is opened
• How to follow the authority trail established in the paperwork
• What can attorney-in-facts do and not do on individual accounts
• How to change business accounts signers and owners
• And much, much more…

 Who Should Attend?
This webinar will benefit new accounts representatives, call service representatives, branch managers, assistant branch managers, branch administration, deposit operations, BSA CIP personnel, training and anyone who works with or manages the new account function.

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

Registration 

The cost to attend this all-day seminar is $199 for one connection*. *You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $75 will be billed for each additional login. Please register the person you wish to receive the log-in and handouts links.

Registration fees include instruction, live interaction with the instructor, any materials and manuals used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (800) 354-3051.