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UCC Rules: How to Comply to Attach and Perfect Secured Transactions Jeffery Johnson Monday, August 3
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8/5/2020
When: Wednesday, August 5, 2020
Where: United States

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<h1>Opening Accounts for Nonprofits, Charity, Benefit and Associations</h1>
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<h5 class="short_headline"><span>Deborah Crawford</span></h5>
<p style="overflow: auto;"><img class="alignleft" style="float: left;" src="https://ttsimages.blob.core.windows.net/presenters/crawford.jpg" alt="Photo of Deborah Crawford">Deborah
Crawford is the President of Gettechnical Inc., a Virginia based
training company. She specializes in the deposit side of the financial
institution and is an instructor on IRAs, BSA, Deposit Regulations and
opening account procedures. She was formerly with Hibernia National Bank
(now Capital One) and has bachelor's and master's degrees from
Louisiana State University. She has 30+ years of combined teaching and
banking experience.</p><br>
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<p>From clubs to campaigns, these organization
accounts have different rules and procedures for each. Learn how to
set-up these different nonprofit organizations, associations and
corporations. </p>
<p>This program is a must for those who open accounts for community,
civic and fund raising organizations. The documentation and signature
card do’s and don’ts will be covered for your financial institution so
that you can document authority, liability and on-going signatory rights
on each.
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Covered Topics:
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<ul><li>How to set up: nonprofit
corporations, nonprofit organizations that are formal, informal clubs,
charities, homeowners associations, campaigns and tragedy or benefit
accounts</li><li>Signature cards, resolutions and documentation required on each of these accounts</li><li>TIN for entities using the parent organization’s TIN</li><li>How to obtain TIN</li><li>BSA requirements for nonprofit organizations</li><li>Common errors and signature card problems</li><li>What happens when signers move away</li><li>How to document changes in signers</li><li>Insurance issues</li><li>Special issues on public funds
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Who Should Attend?
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<p>This informative session will be useful for new account
representatives, customer service representatives, member service
representatives, branch administration, branch operations, branch
managers, personal bankers, compliance, BSA and anyone who opens new
accounts.</p><p> </p><hr>
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</dt></dl> <div data-v-facc1a62=""><div data-v-facc1a62="" class="go-right"><a data-v-facc1a62="" class="btn btn-mini">ordering for a co-worker?</a></div></div> <div data-v-facc1a62=""><div data-v-facc1a62="" class="go-right"><a data-v-facc1a62="" class="btn btn-mini"><span data-v-facc1a62="">attendance options explained</span></a></div></div> </div> <div data-v-facc1a62="" class="clearfix" style=""><div data-v-facc1a62="" id="AdditionalLocationContainer"><h5 data-v-facc1a62="">Additional Locations</h5> <div data-v-facc1a62="" class="AddLocCaption"><blockquote data-v-facc1a62="" style="margin-bottom: 0px;">Want
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<h5 class="short_headline"><span>Date/Time</span></h5>

<b>Wednesday, August 5th, 2020</b>
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<div><i>1:30 pm - 3:30 pm CT<br></i></div>
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2.5 CE Credits
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Deposit Accounts
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<span>Roles</span>
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Bank Secrecy Act Officer/BSA Specialist
</li><li>
Branch Manager
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Compliance Officer
</li><li>
Customer Service Representative
</li><li>
Deposit Operations Manager/Specialist
</li><li>
New Accounts Representative
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Private Banker
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<div class="affFooter"> Colorado Bankers Association<br>Mike Bintner<br> (303) 825-1575<br>mike@coloradobankers.org</div>
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