Opening & Managing Certificates of Deposit

Today’s certificates of deposit are really time deposits. Many institutions still manage these accounts with a great deal of paper and obsolete practices. Is it time to change? Since these accounts are nonnegotiable instruments today, what can you do to reduce paper and make the process more fluid? What are the current rules and regulations and what is outdated? Learn the ins and outs of opening and managing these accounts with this informative webinar.

Attendance certificate provided to self-report CE credits.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Define what is and what is not a Certificate of Deposit or Time Deposit
Understand Reg D limitations on these accounts
Follow Truth In Savings requirements for subsequent notices
Let go of obsolete procedures in losses of certificates

WHO SHOULD ATTEND?
This timely program will benefit deposit compliance staff, deposit operations personnel, marketing staff, the frontline, and all branch staff, including new accounts, administration, and branch managers.

TAKE-AWAY TOOLKIT
New account handbook
Employee training log
Interactive quiz

PRESENTER – Deborah Crawford, Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.

Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

REGISTRATION OPTIONS
Live Webinar Access – $245
On-Demand Access + Digital Download – $245
Both Live & On-Demand Access + Digital Download – $320

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Date

Nov 15 2021
Expired!

Time

10:00 am - 11:30 am

Cost

$245.00

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