Presenter: Deborah L. Crawford, gettechnical inc
Date: Thursday, November 8, 2012
Time: 2:00 - 3:30 pm Central
As year end approaches, what are the critical compliance, reporting, and other issues that need to be revisited before the books are closed for this year? With IRAs, two things happen: the money comes in and goes out – all of which is reported to the IRS. Errors that occur during the year are magnified when reported to the IRS. This webinar will review the documentation and reporting that should have been done and how to correct errors before year end. Don’t miss this important review of how the frontline and operations must work together to successfully administer IRAs.
What You Will Learn
Who Should Sign Up?
This informative session is designed for IRA coordinators and administrators, member service representatives, new account representatives, branch managers, branch administration, deposit operations, and anyone who works with IRAs.
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.