CU Webinar Webinars - Live

Frontline Series: Opening & Maintaining Business Accounts

May 21 | 3:00 pm - 4:30 pm ET
Category:
CU Webinar Webinars - Live
Contact: Lauren Simonds at lsimonds@mainecul.org

If you’d rather duck and cover than set up new business accounts, it’s time to turn over a new leaf.

This dynamic webinar will provide the knowledge needed to confidently handle opening and maintaining business accounts. Join Debbie Crawford, a nationally recognized deposit compliance expert, to get the skinny on business accounts and best practices with this beyond-the-basics training.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
  • Understand the different business ownership types available
  • Complete resolutions and signature cards and acquire all necessary paperwork
  • Do meaningful CIP, CDD, and EDD
  • Conduct a thorough new account interview
  • Adapt to changes as your accountholder’s business changes
  • Complete IRS reporting requirements
  • Demonstrate updated beneficial ownership knowledge

Save when you buy the series!

For more information, including pricing and registration, click here.