Opening Accounts for Charities, Clubs, Benefit and Other Nonprofit OrganizationsThursday, November 14th, 2019
10:00 am - 11:30 am CT
Length: 1 hr 30 min Sponsored by Credit Union Webinars
From clubs to campaigns, these organization accounts have different rules and procedures for each. Learn how to set-up all 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.
Who Should Attend?
This informative session will be useful for new account representatives, member service representatives, branch administration, branch operations, branch managers, personal bankers, compliance, BSA and anyone who opens new accounts.
Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures.
She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 30+ years of combined teaching and banking experience.