eTrain Anytime Archives Purchasing Request
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for an audio/visual presentation archived for your convenience.
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You’ll discuss how to verify who is authorized as an account signer, what kind of business they can transact, and the signature cards and forms the account holders should complete.
Meet the presenter, Mary-Lou Heighes:
Mary-Lou Heighes, CUCE, is President and founder of Compliance Plus, Inc., which helps credit unions large and small with the development of compliance programs and compliance training and assistance. She provides compliance training all over the country for various state leagues and credit unions, and also speaks at numerous credit union conferences throughout the country. Mary-Lou has been an instructor at regulatory compliance schools, has conducted dozens of webinars for credit union related organizations throughout the country, and has written articles for Credit Union Magazine. She spent many years working on the very laws and regulations she trains on today.
Mary-Lou has been involved in the credit union movement since 1989. Before founding Compliance Plus, Inc. in 2000, she spent five years working in credit unions and seven years providing compliance assistance through the Information Hotline and writing and editing TIPs bulletins advising credit unions to changes to regulations affecting credit union business.
Credit union staff that open, maintain, or close member business accounts or who establish business account policies and procedures, especially in these positions:
- Member Service
- New Accounts
- Branch Manager
- Call Center
$195 for League Member
|You must be a member of your state league to attend this presentation.