Endorsements A to Z

This program will look at who has the right to endorse the back of the check and where is proper endorsement placement. We will also look at what happens if a check is not endorsed properly, when it may be best not to accept the check at all due to missing or problem endorsements, why we do not put business checks into personal accounts, and why we do not give less cash on business accounts.

Many tricky issues will be discussed, such as deceased customers, business accounts, endorsements for minors, income tax check endorsements, trustee endorsements, and endorsements by powers of attorney. Learn the safe way to handle checks and be sure that you and your financial institution are protected from loss on the negotiable instruments. You will not want to miss this webinar! The information provided will produce confidence and a thorough understanding of the legal issues of endorsements.

What You’ll Learn

  • What is a valid endorsement
  • Bearer verses Order Checks
  • Endorsements for minors, deceased parties, business accounts
  • Witnessed endorsements
  • Check cashing issues for business accounts
  • Endorsements on income tax checks
  • Trustee and power of attorney endorsements
  • Postdated, stale dated, erasures, alterations and more lessons we need to learn
  • Negligence rule and the bank statements rule
  • Treasury checks, postal money orders and other special checks

Who Should Attend
This webinar will benefit tellers, head tellers, cashiers, managers, branch operations, bookkeeping, compliance officers who approve checks, and deposit representative who work with checks and accounts.

Instructor Bio
Deborah Crawford is the president of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor’s and master’s degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.

Registration Options

  • Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + CD  + $140
    • Additional Live Access + $75 per person

Date

Sep 22 2022
Expired!

Time

1:30 pm - 3:30 pm

Cost

$279.00

More Info

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