Frontline Series: Signature Card Danger Zones: Account Titling, Ownership & Access
Date: August 15, 2012
Time: 2:00 PM- 3:30 PM CST
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)- $169
*To register for this webinar, CLICK HERE
What would happen if you were required to testify under oath regarding a signature card for an account you opened thirteen years ago at an institution where you no longer work? What would you say when the attorney asked you to remember the consumer’s intentions when that account was opened? This actually happened! A staff member had placed an “X” on the signature card between JTWROS and JTWOROS.
In this informative program you will learn that signature cards are a legacy that you leave the credit union for many years to come. How a signature card is set up can impact your member’s NCUSIF coverage. It’s critical to clearly understand ownership, titling, and access under your signature card contract. If you do not, then the credit union may have potential liability. This “must attend” webinar will teach you about risks, liability, and losses that can occur due to signature card contracts – and most importantly, how to avoid these issues!
- Understand the five major components of a signature card
- What are the “big three” and what happens when they don’t match?
- Losses, liability, and what went wrong in cases where financial institutions lost big money
- Dealing with signature card changes: white out, crossed out, etc.
- Looking for key signature card issues: offset, how to close accounts, etc.
- How setting up a signature card can cause your member to be uninsured by NCUSIF
For more information, please contact Carrie Buchholz at:
(P) 405.702.8622 ext. 215
Deborah Crawford is the President of gettechnical inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation. Her 27+ 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 area of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.