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Course/Product Description
Title:

Opening New Accounts For LLC's

Date / Time: Recorded
Format: Webcast
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Description: One of the most interesting types of businesses is also the most complicated. In this program you will learn how to open, document, change signers, and handle the paperwork on LLC accounts.

From the single member to the multiple member LLC, we will cover all the definitions, tax reporting, CIP, and due diligence issues for opening the deposit account of an LLC. You will receive a state-specific chart and help with understanding the ins and the outs of these deposit relationships.

What You Will Learn:

  • How to open and document the LLC for Customer Identification Purposes
  • Who are managers, members, and signers
  • What is an operating agreement both written and oral
  • Documents at account opening
  • Resolutions and Signature Cards
  • SSNs, EINs and when to use what
  • Disregarding the single member owner for tax purposes
  • Changing members and signers
  • Multi-tiered LLCs where businesses and trusts are members
  • LLC "doing business as"
  • Beneficial ownership of the LLC

Who Should Attend

New Account Representatives, Business Bankers, Personal Bankers, Commercial Loan Assistants, Branch Managers, Training and all Frontline Personnel.

About Your Presenter

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 20+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts: Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
More Info: Contact Us For More Information

Click here, if you cannot attend this event, but like to get notified of future dates for this event.





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