All-Day Virtual Class | $299

**Add our New Account Talks video series for just $200 to get you started on your New Account Training!**

Assigned to writing your new account training classes?  Help is on the way.  This one-day class will include a manual template to start the process plus all the knowledge you need to write a really good program.  You can add the New Account Talks which include 20 videos with quizzes and certificates to get you started while you are building your own units of training.

Topics Covered

• Federal Regulations—CIP, CDD, IRS Reporting and Regulation CC
• Consumer Accounts—Single Party, Multiple Party, Payable on Death and POAs
• Fiduciary Accounts—Minors, Government Benefits, Guardians and Conservators
• Estates, Small Estate Affidavits Handling Accounts at Death
• Business Accounts and Nonprofits

 Who should attend?
Designed for banks and credit union branch employees, Tellers, New Account Representatives, New Member Representatives, Personal Bankers, Branch managers, Branch Operations, Deposit Compliance, BSA, Training

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.

OnDemand Registration 

The cost for 90 days of unlimited access to this recording is $299.

You will receive a download link for any materials and manuals used by the instructor (digital), and a viewing link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

More Information

Please call (800) 354-3051 for additional information.