Check Components, Legal Issues & Endorsements

March 18, 2026
Live Webinar
DateMar 18, 2026Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
    • 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

In today’s check environment, a “simple” endorsement can carry serious risk.

This comprehensive session will provide tellers with a clear, practical roadmap to the rules, requirements, and red flags of endorsements so they know when to proceed — and when to say no. Participants will learn the many ways improper endorsements can expose the institution and how to handle exceptions with confidence.

KEY WEBINAR TAKEAWAYS
  • Stop payments, stale dated checks, and lost cashier’s checks
  • Endorsements for all types of ownership
  • Who takes the loss on forged endorsements, alterations, and fraudulent items
  • Detecting altered or counterfeit checks
  • What happens with checks at death of the account owner

BONUS MATERIALS

  • Teller handbook
  • Brand new Operating Circular #3 (January, 2026)

WEBINAR DETAILS

Join this in-depth session for a look at the rules and red flags of endorsements, including specifics such as proper placement, who has the right to endorse, what happens if a check is not endorsed properly, why not to put business checks into personal accounts, why not to give less cash on business accounts, and when not to accept a check at all due to missing or problem endorsements. We’ll also explore several “tricky” issues, such as deceased accountholders, business and minor accounts, income tax check endorsements, trustee endorsements, and endorsements by powers of attorney.

WHO SHOULD ATTEND?

  • Tellers
  • Head tellers and teller supervisors
  • Training
  • Deposit operations
  • Deposit compliance

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.

Presented By

Deborah CrawfordDeborah L. Crawford
Gettechnical Inc.

This Webinar Appears In

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