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When you and your California credit union accept and honor power of attorney documents, you also accept the risks that go along with them. What procedures should you follow to verify the document, its presenter, and the signing powers that it authorizes?
Get a practical understanding of rules and guidelines for Power of Attorney documents. Credit union compliance expert Mary-Lou Heighes will discuss the special provisions and validity requirements of each Power of Attorney type, along with your credit union’s obligation and liability in honoring these legal documents.
Get the answers to these questions and more:
Who Should Attend?
California credit union professionals in these positions or departments:
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 speaking 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. 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.
|Program length||90 Minutes|
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