Power of Attorney (MN and WI Law) Webinar
A person you never met before is at the bank and claims to have power of attorney for one of your customers; in other words, claims to be Attorney-In-Fact for your customer (see complete description below).
Click Here for Webinar Description and Audience
A person you never met before is at the bank and claims to have power of attorney for one of your customers; in other words, claims to be Attorney-In-Fact for your customer. This person shows you a Statutory Short Form POA that is 14 years old, and wants access to the customer’s accounts! What are the rules that now apply? Attend this webinar and find the answers.
• How to properly deal with power of attorney representatives
• The statutory forms; the difference between the Minnesota and the Wisconsin versions
• What to look for; how to interpret the forms quickly
• The extent of power an Attorney In Fact has; What an A-I-F can and cannot do
• Dealing with multiple Attorneys-In-Fact, successor Attorneys-In-Fact, multiple Power of Attorney forms
• Terminating a Power of Attorney; what is required, what is not
• Protecting the bank; what can a banker rely on? What a banker must be careful not to do.
Who Should Attend?
Financial institution employees involved with opening new accounts, deposit or loan documentation and operations will find this webinar very useful in handling daily day-to-day transactions.
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:
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.
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.