How to Use Business Resolutions and Authorizations to Protect Your Financial Institution Webinar
Some of our best and most profitable financial institution customers are legal entities. Unfortunately, establishing relationships with business entities can be confusing, and if done incorrectly, they can become costly liabilities (see complete description below).
Click Here for Webinar Description and Audience
Some of our best and most profitable financial institution customers are legal entities. Unfortunately, establishing relationships with business entities can be confusing, and if done incorrectly, they can become costly liabilities. One of the most effective ways for a financial institution to protect itself from business entity liability is by obtaining a well-drafted, properly-executed business resolution or similar authorization from the business. Attend this training webinar to know more about the ins and outs of resolutions and authorizations.
Topics Will Include:
- What is the purpose of a resolution or authorization?
- What language should be contained in a resolution or authorization?
- Who should sign a business entity resolution or authorization form in order to make it binding on the business?
- What are the differences between financial institution-prepared and customer-prepared resolutions and authorizations?
- What are the risks of accepting customer-prepared forms?
Who Should Attend?
Lenders and new account personnel responsible for loan and deposit account documentation.
Click Here for Continuing Education Credits (CEC) Info
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
Click Here for Viewing Option Descriptions
INCLUDES SEVEN 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. Participants can type and send their questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate in the same room.
SIX MONTH ONDEMAND VIDEO RECORDING:
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 RECORDING:
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.
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.