$305.00 – $705.00
Recorded: December 20, 2021
Presented by: Ms. Natalie Straus, CRCM, VP and Senior Consultant, FORVIS
Our customers rely on us to help them establish accounts that control funds for the benefit of others. We want to establish these accounts correctly to keep our customers happy but we also want to make sure the regulators are happy as well! Let’s tackle some of the basics, and the complexities, that come with establishing trust accounts, estate accounts and navigating beneficiaries.
This webinar is designed for all bank personnel opening new accounts, including those in audit, compliance, and operations. Those with training responsibilities will also benefit from this valuable webinar.
Program Level: Basic
Prerequisite/Advanced Preparation: Basic Knowledge of Deposit Regulations
Field of Study: Specialized Knowledge
Any recording, transmission, retransmission, or republishing of any portion of this webinar is prohibited.
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