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X-ORIGINAL-URL:https://www.wisbank.com/
X-WR-CALNAME:Wisconsin Bankers Association
X-WR-CALDESC:Educating, advocating for and supporting Wisconsin's Banking Industry.
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X-PUBLISHED-TTL:PT1H
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BEGIN:VEVENT
CLASS:PUBLIC
DTSTART;TZID=America/Chicago:20260803T100000
DTEND;TZID=America/Chicago:20260803T113000
DTSTAMP:20260707T180300
UID:MEC-a7c3b47f1061cf98533627d7e7091a7d@wisbank.com
CREATED:20260707
LAST-MODIFIED:20260707
PRIORITY:5
TRANSP:OPAQUE
SUMMARY:When a Business Owner Dies, Sells, or Delegates Authority
DESCRIPTION:Authority shifts fast. Risk follows faster. When business ownership or authority changes, your institution needs clear procedures to protect accounts, loans, and itself.\nKEY WEBINAR TAKEAWAYS \n\nDetermining authority after death, incapacity, resignation, termination, or sale of a business\nWhat happens to business accounts and lending relationships when an owner dies\nLoan defaults, guarantor impacts, and how to address collateral concerns\nHandling disputes among heirs, partners, members, shareholders, and authorized signers\n\nBONUS MATERIALS\n\nBusiness entity documentation guide\n\nWEBINAR DETAILS\nBusiness accountholders or borrowers frequently change, and some of the highest operational, legal, and fraud risks arise when ownership or authority shifts. Whether a business owner dies, sells the company, becomes incapacitated, steps away from daily operations, or delegates authority to employees, financial institutions are often left navigating competing instructions, documentation concerns, account access disputes, and potential liability exposure. This webinar will help you understand how to respond when business authority changes impact deposit accounts, loans, and accountholder or borrower relationships. Attendees will learn how to evaluate governing documents, identify red flags, manage operational and fraud risks, and implement procedures that reduce institutional exposure.\n
URL:https://financialedinc.com/when-a-business-owner-dies-sells-or-delegates-authority
CATEGORIES:BSA/AML,Frontline Retail,Lending,Operations,Webinar
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