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VERSION: 2.1
BEGIN: VEVENT
DTSTART: 20130212T080000Z
DTEND: 20130212T213000Z
SUMMARY: Tax Refunds: ACH Exceptions, Posting & Credit Union Liability
LOCATION: Your Credit Union


Oklahoma City, Oklahoma
 - Credit Union Association of Oklahoma: http://www.oklahomacreditunions.coop
UID: 1126
DESCRIPTION;ENCODING=QUOTED-PRINTABLE: Date: February 12, 2013 =0D=0A=0D=0ATime: 2:00 PM- 3:30 PM CST =0D=0A=0D=0AAbout: =0D=0A=0D=0AState and federal tax refunds can sometimes become a challenge to an RDFI.  It’s imperative to properly post and handle refund exceptions in order to minimize the risk to your financial institution.  In this webinar you will finally get the answers to all of your questions!  Ensure you handle these exceptions correctly to minimize the liability of your financial institution and avoid costly mistakes. =0D=0A=0D=0A =0D=0A=0D=0AHIGHLIGHTS =0D=0A=0D=0A   > What happens when the name and account number do not match? =0D=0A=0D=0A   > What if the account is closed or the accountholder is deceased? =0D=0A=0D=0A   > Who is at fault if the payment posts to the wrong account?  What happens next? =0D=0A=0D=0A   > What are the rights and obligations of the RDFI, member, and tax preparer? =0D=0A=0D=0A   > TAKE-AWAY TOOLKIT =0D=0A=0D=0A        - Handouts will include a quick reference for handling federal government tax refunds according to the Green Book  =0D=0A=0D=0A =0D=0A=0D=0A =0D=0A=0D=0A =0D=0A=0D=0A =0D=0A=0D=0A =0D=0A=0D=0ARegistration Options: =0D=0A=0D=0ALive Webinar- $200  =0D=0A=0D=0AThe LIVE WEBINAR option allows you to have one =0D=0A=0D=0Atelephone connection for the audio portion and one Internet connection =0D=0A=0D=0A(from a single computer terminal) to view online visuals as the =0D=0A=0D=0Apresentation is delivered.  You may have as many people as you like =0D=0A=0D=0Alisten from your office speaker phone.  Registrants receive a toll-free =0D=0A=0D=0Anumber and pass code that will allow entrance to the seminar. The =0D=0A=0D=0Asession will be approximately 90 minutes, including question and answer =0D=0A=0D=0Asessions.  Seminar materials, including instructions, pin number, and =0D=0A=0D=0Ahandouts will be emailed to you prior to the broadcast.  You will need =0D=0A=0D=0Athe most current version of Adobe Reader available free at www.adobe.com. =0D=0A=0D=0A =0D=0A=0D=0AOn Demand Web Link & CD- $200 =0D=0A=0D=0ACan’t attend the live webinar?  The ON-DEMAND WEB LINK =0D=0A=0D=0Ais a recording of the live event including audio, visuals, and =0D=0A=0D=0Ahandouts.  We even provide the presenter’s email address so you may ask =0D=0A=0D=0Afollow-up questions.  Approximately 1 week prior to the webinar, you =0D=0A=0D=0Awill receive an email with the web link.  This web link can be viewed =0D=0A=0D=0Aanytime 24/7, beginning 6 business days AFTER the webinar and will =0D=0A=0D=0Aexpire 6 months after the live program date.  But there's more . . . AS =0D=0A=0D=0AAN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.*  The =0D=0A=0D=0ACD ROM includes the original audio/visual presentation, the question and =0D=0A=0D=0Aanswer sessions, and the handouts.  Use the on-demand link or this =0D=0A=0D=0A“off-the-shelf” training program for those that could not attend the =0D=0A=0D=0Alive seminar and for future training. =0D=0A=0D=0A =0D=0A=0D=0ALive Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)- $250 =0D=0A=0D=0AIncludes options 1 and 2 above =0D=0A=0D=0ASpecial Registration Option for member credit unions under $20 million-$169 =0D=0A=0D=0AOn-demand link only (does not include CD or live webinar) =0D=0A=0D=0A =0D=0A=0D=0A =0D=0A=0D=0A*To register for this webinar, click here.  =0D=0A=0D=0A =0D=0A=0D=0AFor more information, please contact Carrie Buchholz at:  =0D=0A=0D=0A(P) 405.702.8622 ext. 215 =0D=0A=0D=0A(E) carrie@cuaok.org 
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