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Event Date Thu Feb 10 EST (in 16 days)
Location Webinar
Region All

Attend the Opening 30 Types of Deposit Accounts: CIP, Documentation, Procedures and More! Seminar from the convenience of your own office via Live Streaming Video as it happens on Thursday, February 10th (9:00 am - 4:00 pm Central Time), or at your own convenience with 6 months of OnDemand playback.

Learn how to open approximately 30 types of legal ownerships. We will cover consumer accounts, business accounts, deceased accounts and nonprofits. We will review the tax reporting, documentation requirements and best practices in our industry. Submit a copy of your signature card, resolutions and terms and conditions before the program. What you will receive: New Account Handbook and a Deposit Compliance Handbook.

Who Should Attend:
• Designed for banks and credit union branch employees. Tellers, New Account Representatives, New Member Representatives, Personal Bankers, Branch managers, Branch Operations, Deposit Compliance, BSA, Training.


2022 Speakers

Deborah Crawford
President, Gettechnical Inc