Education & Training Services

PROGRAM DESCRIPTION
eTrain: Business Account Administration — November 29, 2012 — 10:00-11:30 PT
 
Ready to register? Please select your credit union:

When you and your credit union open member and corporate business accounts, what documentation should you require?

Join credit union compliance expert Mary-Lou Heighes as she gives you the know-how to open and maintain business accounts of all types and sizes. You’ll learn your credit union’s rights and responsibilities to your business account holders, including the eligibility your credit union must require for business accounts within your field of membership. 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.

After this session, participants will be able to:

  • Recognize eligibility for business accounts within the field of membership
  • Identify documentation requirements and resources for business forms
  • Understand how businesses are organized
  • Verify the authorized signers according to the business account holder’s documentation 
  • Comprehend how business accounts are insured under the NCUSIF
  • Distinguish the rule differences between state- and federally-chartered credit unions’ business accounts

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.

Who Should Attend?
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
  • Operations
  • Compliance
  • Training
Registration Investment: Power Learner Passport - (click for details)

$189 League members ARCHIVE

$299 Non-League members ARCHIVE
 


Your first class ticket to Internet training, eTrain is designed just for credit unions. You and your staff don’t have to leave your office; the training comes to you! An Internet connection and a separate phone line is all you need!
eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.

eTrain’s Webinar Series: Quality education brought to your credit union at a low cost.

Want to know more about all the upcoming eTrain webinars?
Just call the League at (800) 472-1702, option 2.

 

LIVE WEBINAR PURCHASING REQUEST
You are registering for a live audio/visual presentation. Simply start the registration process above and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.

Your program's link and handout will be emailed to the address on your registration approximately two business days before the webinar.   Please remember that webinars are sold per Internet/phone connection. Unauthorized distribution of links and passwords may result in additional costs per connection.

If you have scheduling issues, but would still like to view this event, please consider registering for an archive of this presentation.  The archive link would be emailed to the address you provide on your registration within five (5) business days after the live broadcast. You would be able to view the archive as many times as you want for 60 days after you receive the program link.