Trust Accounts
Date: May 21, 2013
Time: 10:00 AM -11:00 PM CST
About:
This seminar is designed to cover trusts from the credit union’s perspective. Experienced attorney and speaker, Robert Rutkowski, will cover the various types of trusts, discuss how trust accounts are set-up with the credit union and address related operational issues. We will also cover how trusts within a credit union’s field of membership can borrow money, as well as traps to avoid when setting up these types of accounts.
Registration Options:
Quickbite Audio Conference- $150 (unlimited listeners and free audio archive for 30 Days after conference)
(P) 405.702.8622 ext. 215
(E) carrie@cuaok.org
Speakers | |
| Rutkowski, Rob | |
| Speaker: Rob Rutkowski Attorney, blogger, podcast producer and nationally-recognized speaker, Rob Rutkowski is Managing Partner of the Credit Union Practic Group of Weltman, Weinberg & Reis Co., L.P.A. Through his work at WWR, Mr. Rutkowski advises credit unions on compliance, contract negotiation and employment law as well as a vast array of collection and legal issues. Mr. Rutkowski is a well-known lecturer nationwide on topics such as marketing and lending compliance, director and officer liability, disaster recovery, identity theft, credit union accounts and a variety of laws impacting credit unions, such as the Bank Secrecy Act. He is a regular speaker at credit union leagues across the United States and has served as a speaker for CUNA, NAFCU and CUES. | |