Telephone – Webcast – Audio/Visual CD Rom
12:00 – 1:30 PM Pacific Time 2:00 – 3:30 PM Central Time
1:00 – 2:30 PM Mountain Time 3:00 – 4:30 PM Eastern Time
When a deposit customer dies, many questions and issues develop.
? Who can have information on the account?
? Who owns the account?
? Who has access to the account?
? What happens with power of attorneys and authorized signers on an account?
? Can the spouse of the sole proprietor continue access to the account?
? What about that last tax refund check?
? Is the account still insured by the FDIC?
This session covers these questions and more. Having the knowledge to deal with these transactions at a time that can be stressful for friends, family, beneficiaries and business associates of the deceased will enhance your professionalism and facilitate the settlement process for those administering the estate.
WHAT YOU WILL LEARN:
WHY SHOULD YOU PARTICIPATE?
This session is a cost-effective way to inform appropriate staff of procedures to be followed when a deposit customer dies. You may train as many individuals as you like for one set price. There will be no travel costs, time lost from work and no one will be required to leave the institution.
WHO SHOULD ATTEND?
This informative session is for new account representatives, personal bankers, branch administrators, branch managers, customer service representatives and anyone who handles deposit accounts.
ABOUT THE PRESENTER – Deborah Crawford
Deborah is president of gettechnical inc., formerly Technical Training Systems. She specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, complex compliance regulations and IRAs. She began her banking career with Hibernia National Bank, and holds both a bachelor’s and master’s degree from Louisiana State University.
This training method allows unlimited listeners on your office speaker phone. By choosing the webcast option, participants will also be able to view online visuals as the presentation is delivered. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be one hour and fifteen minutes in length with an additional fifteen minutes for questions and answers. Seminar materials will be sent prior to the broadcast along with hook up instructions. Your pin number, hookup instructions and handouts can be emailed to you or sent U.S. Mail. If you would like them emailed you will need the most current version of Adobe Acrobat Reader available free at www.adobe.com.
The CD Rom is complete with the audio track and visual presentation from the original webcast, question & answer sessions, plus participant handouts. You will also have the ability to contact the presenter with follow-up questions. With this CD, you will have an “off-the-shelf” training program for your review, for use by those who were not able to attend the live seminar or for future training purposes. Affordable, professional training, when and where you choose!
*CD Rom for PC use only