WEBINAR
BSA Alert

Closing Deposit Accounts Webinar

CFT Credits: 0.25

When and how do we close accounts? How should the check be made out? What to do when customers disagree on closing the account. This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.

Webinar Description and Audience

When and how do we close accounts? How should the check be made out? What to do when customers disagree on closing the account. This program will focus on the personal account issues of closing accounts and taking off signers in this complex world.

What You Will Learn

  • What to do when the joint customers no longer want to be joint?
  • How to pay out a POD
  • How to change a trust from revocable to irrevocable?
  • How to change a business from one type to another?
  • Who has the right to remove names at death?
  • How to close a UTMA account?
  • What to do when customers want to remove a signer? Add a signer?
  • What happens when a representative payee is no longer needed
  • What happens when a guardian is no longer needed?
  • Issues on closing business accounts
  • What happens when a business is sold or dissolved
  • And many more difficult issues!

Who Should Attend?

Share Account Representatives, Customer Service Representatives, Personal Bankers, Branch Managers, and Branch Operations, Share Compliance Officer and Staff and all Share personnel will benefit from attending this webinar.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF ONDEMAND PLAYBACK!  With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
07/19/19Archived Six Month On-Demand Recording$295.00Order
07/19/19Archived CD-ROM Video Recording$345.00Order
AnyIn-HouseRequest