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A to Z on Endorsements

October 28, 2027 @ 3:00 pm - 4:30 pm

Upcoming Live Training

IRA Year End Wrap Up and Compliance Update

December 11 @ 10:00 am - 4:00 pm

BSA Officer Update & Review

January 5, 2027 @ 10:00 am - 4:00 pm

Handling Deposit Accounts at Death

January 14, 2027 @ 10:00 am - 4:00 pm

Opening Business Accounts

January 21, 2027 @ 10:00 am - 4:00 pm

Cash Handling Procedures

January 21, 2027 @ 3:00 pm - 4:30 pm

Event Cost: $229.00

Webinar | 90-minutes | October 28th, 2027 | 2:00pm-3:30pm CENTRAL Time | $229

Understanding endorsements and handling checks is crucial to making sound check cashing decision. A check is a unique type of contract where ownership can be transferred by way of the endorsement on the back of the item. This program will look at who has the right to endorse the back of the check and where is proper endorsement placement. We 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 and why we do not put business checks into personal accounts and why we do not give less cash on business accounts. Many “tricky” issues will be discussed, such as deceased customers, business accounts, endorsements for minors, income tax check endorsements, trustee endorsements and endorsements by powers of attorney. Learn the safe way to handle checks and be sure that you and your financial institution can be protected from loss on the negotiable instruments. You will not want to miss this webinar! The information provided will produce confidence and a thorough understanding of the legal issues of endorsements.

(More details to come! Check back with us!)

Seminar Instructors

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 90-minute webinar is $229 for one connection*. Please register the person you wish to receive the log-in and handouts links.
*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 $100 will be billed for each additional login.

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 $100 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.

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