Opening Business Accounts: The Big Four
November 23, 2026
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
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.
Presented By

Gettechnical Inc.
Other Webinars That Might Interest You

BSA Exam Manual Series: CIP, CDD & High-Risk Customers
by Deborah L. Crawford

Account Opening Series

Vendor Due Diligence & Effective Vendor Management
by David A. Reed

TRID Basics for Lenders & Processors
by Dawn Kincaid

TRID Compliance for New Lenders & Processors
by Dawn Kincaid

Minor Accounts: Ownership, CIP, Access, Changes & Transactions
by Deborah L. Crawford

Website Compliance: ADA Requirements, Common Issues & Best Practices
by Dawn Kincaid

Are You Liable? Forgeries, Remotely Created/Deposited Items, Fraudulent ACH, Unauthorized Electronic Withdrawals & More
by Shelli Clarkston

ACH Reclamations & Garnishments
by Shelly Sipple

CRA Today: Enhancing Your Policy, Procedures & Program
by Dawn Kincaid
This Webinar Appears In
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC


