Presenter: Deborah L. Crawford, gettechnical inc
Date: Wednesday, August 15, 2012
Time: 2:00 - 3:30 pm Central
What would happen if you were required to testify under oath regarding a signature card for an account you opened thirteen years ago at an institution where you no longer work? What would you say when the attorney asked you to remember the consumer’s intentions when that account was opened? This actually happened! A staff member had placed an “X” on the signature card between JTWROS and JTWOROS.
In this informative program you will learn that signature cards are a legacy that you leave the credit union for many years to come. How a signature card is set up can impact your member’s NCUSIF coverage. It’s critical to clearly understand ownership, titling, and access under your signature card contract. If you do not, then the credit union may have potential liability. This “must attend” webinar will teach you about risks, liability, and losses that can occur due to signature card contracts – and most importantly, how to avoid these issues!
What You Will Learn
Who Should Sign Up?
This informative session will be useful for all operations personnel, accounting clerks, tax accountants, management, compliance officers, and attorneys.
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.