Account Card Mistakes & How They Affect Members

Date: June 6, 2013
Time: 2:00 PM- 3:30 PM CST
About:
How important is the account signature card that you have members complete?  Believe it or not, that simple card is crucial!  It defines the parties on the account and their rights.  Coupled with the account agreement and disclosures, it creates a contract between the credit union and those accountholders.  Using the wrong card for the type of account can lead to improper handling – even to the point of litigation.  This important session is designed to answer key questions that arise on accounts for minors, business and fiduciary accounts, and regular consumer accounts.

HIGHLIGHTS
    > Understand the account types available and when special account cards are needed
    > The importance of properly completing the card before the account is opened
    > Potential effects of not treating account cards like contracts
    > Help members and joint owners understand the different accounts your credit union offers based on your account cards
    > Remedies for account card mistakes
    > TAKE-AWAY TOOLKIT
         - Account type guide and checklist

Note: Attendance verification for CE credits provided upon request.

Registration Options:
Live Webinar- $200
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com.

On Demand Web Link & CD- $200
Can’t attend the live webinar?  The ON-DEMAND WEB LINK is a recording of the live event including audio, visuals, and handouts.  We even provide the presenter’s email address so you may ask follow-up questions.  Approximately 1 week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.*  The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the on-demand link or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

Live Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)- $250
Includes options 1 and 2 above

Special Registration Option for member credit unions under $20 million-$169
On-demand link only (does not include CD or live webinar)

*To register for this webinar, click here.

For more information, please contact Carrie Buchholz at:
(P) 405.702.8622 ext. 215
(E) carrie@cuaok.org