Safe Deposit is an area of service that is misunderstood many times because there are so many issues that have to be considered. This program will help anyone who works in Safe Deposit to have a better understanding of what is expected in order to operate a sound department.
1. Essentials of the Contract and how they effect operation
What should be contained in a contract?
How does it affect your operation?
What are the legalities?
2. Compliance when accessing a safe deposit box
Who can have access?
When can access be granted?
Legal issues in granting access
Speaker: Joyce McLin is the former Executive Director of The American Safe Deposit Association, a position she held for 22 years. TASDA was an international educational association for safe deposit. Prior to holding this position, Ms. McLin was in the banking industry for 15 years, during which she held positions of safe deposit officer, personnel director, security and compliance officer, operations director, marketing and advertising officer and training director.
Over $75 million - $109 per telephone connection
$25-$75 million - $89 per telephone connection
Under $25 million - $59 per telephone connection
An audio archive is available at no additional charge and can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.
Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.
Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.