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Clarifying Signature Card Confusion – Personal & Business Accounts: Webinar
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Clarifying Signature Card Confusion – Personal & Business Accounts: Webinar

4/9/2014

When: Wednesday, April 9
2:00 - 3:30 p.m.
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is closed.
Details

Overview:
How important is that account signature card to the credit union?  Believe it or not, that simple card operates as a contract!  It spells out who the parties are on the account, plus the rights and liabilities of each.  Coupled with the account agreement and disclosures, it makes a contract between the credit union and the accountholders.  Use the wrong card for the type of account the owner needs and it can lead to improper account handling, even to the point of going to court.  For example, custodial accounts should not be established using your traditional pay-on-death with right-of-survivorship account cards, just as estate and business accounts should not have beneficiaries or pay-on-death provisions.  This webinar is designed to answer important questions that arise on minor, business, fiduciary, and consumer accounts.

Highlights:

  • Potential effects of not treating account cards like true contracts
  • Help members and joint owners avoid confusion and understand the types of accounts you offer based on your account cards
  • Understanding the types of accounts the credit union has available and when special account cards are needed
  • The importance of having the card completed properly before the account is opened
  • Remedies when account card mistakes are discovered
  • TAKE-AWAY TOOLKIT
    • Account type guide
    • Account agreement checklist
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

Who Should Attend?
This informative session is designed for membership officers, new accounts representatives, branch managers, tellers, compliance officers, auditors, and anyone responsible for opening, closing, or changing ownership on accounts.

ABOUT THE PRESENTER – Mary-Lou Heighes, CUCE, Compliance Plus, Inc.
Mary-Lou Heighes is President and founder of Compliance Plus, Inc.  Involved in the financial services industry since 1989, she has worked in numerous positions, including loan officer, marketer, and collector.  She also worked at a state trade association for seven years providing compliance assistance and advising on state and federal legislative issues that affect financial institutions.

Compliance Plus, Inc. was founded in 2000 to provide compliance assistance to financial industry.  Since then, Mary-Lou has helped financial institutions with developing compliance programs, provided compliance training nationwide, and spoken at numerous conferences throughout the country.  She has been an instructor at regulatory compliance schools, conducts dozens of webinars and conferences throughout the country, and has written articles for Credit Union Magazine.

 

Educational Investment:

Asset Size Live Webinar Only Archive Only Live Webinar & Archive
Over $75 million


$159


$159


$179

$25 - $75 million


$139


$139


$159

Under $25 million


$79


$79


$79


Education Scholarship

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.

APPLY TODAY!

  


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.

Cancellation Policy:

Sorry, no cancellations are allowed after connecting instructions and handout materials are distributed to registrants. Substitutions are welcomed and encouraged.

Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.

  

 
 

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