Opening Business Accounts: The Big Four

November 23, 2026

Frontline & New Accounts Operations Deposit Account Compliance

Live Webinar

DateNov 23, 2026Duration90 minutes

08:00 AM PST09:00 AM MST

10:00 AM CST11:00 AM EST

Unlimited connections for your institution
Available on desktop, mobile & tablet
Take-away toolkit
Presenter’s contact info for questions

On-Demand Webinar

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Business accounts start with getting ownership and authority right.

Build confidence opening the big four business accounts with clear guidance on documentation, signature cards, ownership changes, authority, and Customer Due Diligence requirements.

KEY WEBINAR TAKEAWAYS

The difference between the four big structures
Signature cards, resolutions, and certification of beneficial ownership
Mistakes to avoid at the death of owners and signers
Handling checks and IRS reporting on these accounts

This webinar is part of the Account Opening Series

BONUS MATERIALS

New Accounts Handbook

WEBINAR DETAILS

Opening business accounts begins with the big four: sole proprietorships, partnerships, limited liability companies, and corporations. This program will explain how to set up signature cards and resolutions, and how to document authority for these common business structures. You will develop expertise in business ownership and authority as we address start-up, dissolution, ownership changes, and death on each type of account. The webinar will also cover the latest on business account Customer Due Diligence requirements.

WHO SHOULD ATTEND?

New accounts
Training
Deposit operations and compliance
Branch staff

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

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