Webinar | December 4th, 2025 | 2:00pm-3:30pm CENTRAL Time | $199

Overview:

Let’s put a wrap on 2025 and look to 2026.  Always at the end of the year it is good to look at reporting to the IRS and all the transaction coding that we are working on. Plus the One Big Beautiful Bill Act (OBBBA) brings changes to and requirements for reporting that will begin in 2026.  During this program get an update on changes and get a quick look at the regulatory issues that continue to cost us money and time.

 Highlights:

• OBBBA Changes in foreign remittances and HSAs
• Mobile Deposit requirements on endorsements
• Check fraud –timing is everything
• IRS reporting—W-9s and W-8BENS
• IRA reporting codes added
• Deceased Accounts
• Regulation E unauthorized transactions
• Regulation CC Changes in July
• FDIC Digital Logo—coming in March 2026
• CFPB retracts 67 guidance’s
• Executive Order 14331, “Guaranteeing Fair Banking for All Americans.”

 Who should attend?
 Deposit Operations, Deposit Compliance, Management, Training, Branch Staff

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.

Leslie Nicely, Senior Vice President for Gettechnical Inc. brings with her a wealth of practical banking experience.  Her 30+ years include various positions with a local community bank including teller, teller supervisor, new accounts, lending, Branch Administration Officer, BSA/AML Officer and Security Officer and more.  She graduated from the Virginia Bankers Association School of Bank Management. Her experience includes management, operations, lending compliance, fraud management, training, security and customer service.  Her down-to-earth approach to training and her technical expertise makes her a real asset to our industry.

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.