Frontline Series: Checking Account Signature Cards: CIP, IRS & Disclosures 2022 | Community Bankers Webinar Network | 28 July 2022 | Webinar
Venue
Webinar
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| Event Date | Thu Jul 28 EDT (over 2 years ago) |
| Location | Webinar |
| Region | All |
Details
This is an opportunity to learn about all the compliance issues for consumer deposit accounts. From CIP to disclosures, many errors are made on basic account ownership. This webinar will focus on the big three – individual, joint, and payable on death. Learn about titling, IRS reporting, rights at death, signers, signature cards, and all the ins and outs of getting consumer accounts correct.
Speakers
2022 Speaker
Deborah Crawford
President, Gettechnical Inc.
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