Knowing who has the authority to negotiate a check can help the credit union avoid a significant loss and alleviate confusion, allowing you to quickly and confidently handle member inquiries and situations regarding deposit items. Handling endorsements for fiduciaries, such as a trustee, business account signatory, custodian, guardian, or power-of-attorney can be frustrating if the rules aren’t completely understood. This webinar will examine the applicable rules for each situation, so you will be able to apply your new knowledge in each instance as it arises.
Presenter: Mary Lou Heighes, Compliance Plus Inc.
Who should attend: Branch Managers, Compliance Staff, Frontline, Tellers and CEOs
Time: 2 p.m.-3:30 p.m.
Cost: $209 for live webinar only; $229 for live webinar, plus a web link and free CD-ROM
Registration deadline: Monday, Nov. 4
Pairing conferencing capabilities with web technology, this session brings informative, interactive training directly to you. During the webinar, you'll view a real-time PowerPoint presentation on your computer while listening to the audio connection via telephone.
While credit unions are encouraged to use the webinar to train multiple individuals at once, the credit union will be charged for each computer connection that uses its login code. Participants will receive login instructions and handout materials via email prior to the webinar. In addition, registrants may also receive an archive CD-ROM after the live session.
New: Take-Away Toolkit which includes a) List of proper endorsements; b) Checklist of authority to negotiate checks; c) Employee training log; and d) Quiz you can administer to measure staff learning and a separate answer key. Attendance verification for CE credits provided upon request.