|Event Name:||Share Accounts Advanced|
|Date:||April 18, 2018|
|Start Time:||8:30 AM|
Share Account Advanced
Let’s go beyond the basics of setting up new memberships and cards, and discuss the end of those accounts. Debbie Crawford of GetTechnical Inc, will help you easily understand changes in ownership, and how to handle accounts from birth to death. We will also cover all the new Customer Due Diligence rules and how to implement beneficial ownership forms and rules on legal entity accounts.
*Designed for those with 3+ years of experience. This is not for beginners*.
Who Should Attend
This seminar will benefit new member representatives, customer service representative, branch manager, branch administration, compliance and anyone who works with deposit accounts cards
$250 per person *(registration fee includes printed materials for this program).
For the purpose of those applying for a grant, the cost of food and beverage is valued at $35 each and cannot be deducted from the fee.
LocationGolden Nugget Hotel 2550 Golden Nugget Blvd. Lake Charles, LA 70601
To book in LCUL’s block at a rate of $129/night. Click here to book online or call 1-844-777-GOLD.
Did you know that Share Accounts Basics is being held March 27 in Shreveport? If you register for the combo of both classes, you’ll save $50!