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Credit Union eCampus Webinars

Join Debbie Crawford and her carefully-chosen group of experts for webinars specific to Louisiana account law!

Louisiana Specific Webinars

Vital Issues on Personal Accounts: 25 Member Questions & Answers

Webinar on CD | $179

Instructor:  Deborah L Crawford

Account holders ask the most interesting questions about ownership of deposit accounts.  Some of these questions include: who will get the money when I die; can I add my niece to the account for two weeks, and can I add POD during the term on a CD?  This program will address 25 different questions your account holders might ask on their personal accounts and the correct answers. 

 

Vital Issues on Business & Entity Accounts: 25 Member Questions & Answers

Webinar on CD | $179

Instructor:  Deborah L Crawford

Business account holders ask the most interesting questions about use of the business account.  These questions include:  can I put a POD on my business account, can my spouse gain access after death, how do I remove or add a signer and how is my account insured?  This program will address 25 different questions your account holders might ask on their business accounts and the correct answers.

 

Thirty Important Steps to Properly Audit Your Safe Deposit Department

March 16, 2016 | 10:00 AM - 12:00 PM CST | $199

Instructor:   Dave McGuinn

Management should take full advantage of an effective safe deposit audit program as their protection against losses due to negligence or carelessness. The mysterious disappearance of property from either internal theft or burglary must be avoided. You should be sure that procedures are in place to assure that your attendant uses the utmost diligence in making sure there are no exceptions or deviations. For an auditor to properly perform this task, they must be thoroughly familiar with all aspects of your safe deposit operation. This seminar covers the "nuts and bolts" and the important steps that must be followed to audit your entire safe deposit function. 

 

Louisiana Legal Ownership Fiduciary Accounts: TINS, CIP and Account Cards

April 20, 2016 | 2:00 - 3:30 PM | $179

Instructor:  Deborah L Crawford

During the Louisiana specific webinar, we will focus on fiduciary types of accounts and signers.  From POAs, UTMAs, Social Security Accounts and trusts.  You will learn how to use account cards and set up proper legal ownership.  This program will review taxpayer identification numbers and documents required to set up all the special accounts you might see in Louisiana.  This program will include successions, curators and tutor accounts.  This is the second program in our trilogy for training member service representatives on special memberships and the ins and outs of dealing with checks, ownership and rights at death on these accounts.

 

Opening Charities, Clubs, Benefit & Other Nonprofit Accounts

May 17, 2016 | 2:00 - 3:30 PM | $179

Instructor:  Christy Crawford

From clubs to campaigns, these organization accounts have different rules and procedures for each.  Learn how to set-up these different nonprofit organizations, associations and corporations.  This program is a must for those who open accounts for community, civic and fund raising organizations.  The documentation and signature card do's and don'ts will be covered for your financial institution so that you can document authority, liability and on-going signatory rights on each.

 

Louisiana Legal Ownership Business Accounts: 

TINS, CIP, Account Cards and Account Authorization

June 22, 2016 | 2:00 - 3:30 PM | Instructor: Deborah L Crawford | $179

During this Louisiana specific webinar for credit unions, we will focus on the big four types of business ownership.  How to open business accounts, complete account cards and account authorizations, determine CIP and CDD requirements and use proper taxpayer identification numbers.  You will learn how each business type functions, what happens at death and many other technical components to opening sole proprietorships, partnerships, limited liability companies and corporations.

 
 

Need more information? Contact Melissa Martin at 888-773-4839 or email info@bankerecampus.com.

To purchase any of these webinars visit us online at www.bankersecampus.com.

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