Pennsylvania Deposit Documentation (Em-doc-pa) 2020 | Professional Bank Services | 4 November 2020 | TBA, Harrisburg, Pennsylvania

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?

Who should attend:
This is a comprehensive seminar developed for new accounts personnel, auditors, bookkeepers, operations officers and others who have responsibility for administering customer accounts. It is a fast-paced introduction for the new employee who needs an overview of deposit accounts and is designed to “tie everything together” for experienced personnel. No advance preparation is required.

2020 Presenter

Mark Burnside
Senior Consultant, vCard