Presenter: Deborah L. Crawford, gettechnical inc
Date: Tuesday, October 30, 2012
Time: 2:00 - 3:30 pm Central
Today there are several types of business accounts with many different ways to perform financial transactions. With so many business entities, it can be challenging to determine who is authorized to open, close, and transact business. In addition to opening business accounts in person, businesses bank online with debit cards and remote deposit. How are these accounts set up and then changed as the business changes? What happens when a partner or sole proprietor dies? Can you keep the same EIN if a sole proprietorship incorporates? What if the LLC members are other businesses? How do they sign? The list of questions goes on.
Understanding designations, rules, and authority on all types of business accounts can ensure your credit union is taking the proper precautions and can assist in avoiding costly errors. This is a must-attend session for all who open business accounts and for those who train or supervise in these areas!
What You Will Learn
Who Should Sign Up?
This informative session is directed to member service representatives, branch managers, lenders, training and branch administration, and tellers in the commercial area of the credit union.
About the Presenter:
Deborah Crawford is the President of gettechnical inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation. Her 27+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.
Debbie specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.