IBA Deposit Account Administration Seminar 2023 - Cedar Rapids | Iowa Bankers Association | 4 October 2023 | Cedar Rapids Marriott, 1200 Collins Rd NE, Cedar Rapids, IA 52402, USA
Venue
Cedar Rapids Marriott
Cedar Rapids Marriott, 1200 Collins Rd NE, Cedar Rapids, IA 52402, USA
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| Event Date |
Wed Oct 4 CDT (about 1 year ago)
In your timezone (EST): Wed Oct 4 1:00am - Wed Oct 4 1:00am |
| Location |
Cedar Rapids Marriott
1200 Collins Rd NE, Cedar Rapids, IA 52402, USA |
| Region | Americas |
Details
What is the difference between “joint with rights of survivorship” and “tenants in common”? What is a revocable living trust and how do we document it? Do we really need a corporate resolution? How do we open accounts for minors? Have you or someone at your institution asked these questions? If so, don’t miss this seminar. The focus is on the day the account is opened. It provides hard to get state law requirements for ownership and documentation. Attendees learn the “why” behind standard operating procedures. The program also covers CIP procedures and IRS Reporting compliance issues.
Speakers
2023 Speakers
Natalie Straus
CRCM, FORVIS