Monday
Nov 15
2021

Opening & Managing Certificates of Deposit

Registration Options & Pricing

Please select your membership status.


On-Demand Access Includes:

  • Unlimited Access to Webinar Recording
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up
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Webinars
Available
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This is a 90-minute webinar.

This is a morning webinar.

8:00 am – 9:30 am PT
9:00 am – 10:30 am MT
10:00 am – 11:30 am CT
11:00 am – 12:30 pm ET

Don’t miss this chance to learn all about time deposits and tips for making your processes more efficient and fluid. Now is the time to find out if your procedures are obsolete or on the mark!

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Define what is and what is not a Certificate of Deposit or Time Deposit
  • Understand Reg D limitations on these accounts
  • Follow Truth In Savings requirements for subsequent notices
  • Let go of obsolete procedures in losses of certificates

WEBINAR DETAILS

Today’s certificates of deposit are really time deposits. Many institutions still manage these accounts with a great deal of paper and obsolete practices. Is it time to change? Since these accounts are nonnegotiable instruments today, what can you do to reduce paper and make the process more fluid? What are the current rules and regulations and what is outdated? Learn the ins and outs of opening and managing these accounts with this informative webinar.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This timely program will benefit deposit compliance staff, deposit operations personnel, marketing staff, the frontline, and all branch staff, including new accounts, administration, and branch managers.

TAKE-AWAY TOOLKIT

  • New account handbook
  • Employee training log
  • Interactive quiz

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NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

Gettechnical Inc.
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