BankTrainingCenter.com offers banking exams, banking degree training, and professional development for banking professionals
Course/Product Description
Title:

How to Use Business Resolutions and Authorizations to Protect Your Financial Institution

SKU:WC-1013577
Date / Time: Recorded
Format: Webcast
Order:Qty:
Description:

How to Use Business Resolutions and Authorizations to Protect Your Financial Institution

Some of our best and most profitable financial institution customers are legal entities. Unfortunately, establishing relationships with business entities can be confusing, and if done incorrectly, they can become costly liabilities.

One of the most effective ways for a financial institution to protect itself from business entity liability is by obtaining a well-drafted, properly-executed resolution or similar authorization from the business. Attend this webinar to know more about the ins and outs of resolutions and authorizations.

Topics Will Include:

  • What is the purpose of a resolution or authorization?
  • What language should be contained in a resolution or authorization?
  • Who should sign a business entity resolution or authorization form in order to make it binding on the business?
  • What are the differences between financial institution-prepared and customer-prepared resolutions and authorizations?
  • What are the risks of accepting customer-prepared forms?

Who Should Attend:

Lenders and new account personnel responsible for loan and deposit account documentation.

About the Presenter:

Terri D. Thomas is Senior VP and Legal Department Director for the Kansas Bankers Association. Prior to this, she was with "Bankers Choice," a financial consulting firm. Before this, Terri was employed in the financial industry for over twenty-three years in various capacities. Most notably, she served for fourteen years as in-house legal counsel and trust officer for Bank of America and its Kansas predecessors. Receiving her Bachelor of Arts degree from Kansas State University in 1985, Terri continued her education at Washburn University School of Law and obtained her Juris Doctor in 1988.

Presently, she serves as an adjunct instructor at Washburn University School of Law and the University of Kansas School of Law and is a frequent seminar presenter for financial associations.

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.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
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
Order:Qty:
Share This: Share on Facebook


Share on Twitter


Share on Google+


Do's and Don'ts of Signature Card Contracts
Do's and Don'ts of Signature Card Contracts

When Your Customer's Name and TIN Do Not Match
When Your Customer's Name and TIN Do Not Match

Right of Setoff
Right of Setoff

Marketing & Advertising Compliance - The First UDAAP Hotspot
Marketing & Advertising Compliance - The First UDAAP Hotspot

Handling Loan Applications - Required Training for Loan Originators
Handling Loan Applications - Required Training for Loan Originators

BSA Series: Revisiting CIP With New CDD Rules Pending

Dealing With Subpoenas, Summonses, Garnishments, Tax Levies, ETC.
Dealing With Subpoenas, Summonses, Garnishments, Tax Levies, ETC.

Basic Cash Flow Analysis
Basic Cash Flow Analysis

Alert! FFIEC BSA / Anti-Money Laundering Examination Manual

Securities License
Securities License

What To Do When Applicants Or Employees Have A Criminal History
What To Do When Applicants Or Employees Have A Criminal History

Certified Regulatory Vendor Program Manager
Certified Regulatory Vendor Program Manager

Best-Ever Compliance Checklists for Consumer Loans
Best-Ever Compliance Checklists for Consumer Loans

Opening Accounts for Nonresident Aliens: New W-8BEN, W-8BEN E and Due Diligence Rules
Opening Accounts for Nonresident Aliens: New W-8BEN, W-8BEN E and Due Diligence Rules

Call Report For Banks: Basel III & Other Recent Changes
Call Report For Banks: Basel III & Other Recent Changes

Bank Call Report Preparation for Beginners - Five Part Webinar
Bank Call Report Preparation for Beginners - Five Part Webinar

FacebookFacebook
Licensing
Insurance Licensing
Securities Licensing
Series 3 Exam Prep
Series 4 Exam Prep
Series 6 Exam Prep
Series 7 Exam Prep
Series 9 Exam Prep
Series 10 Exam Prep
Series 11 Exam Prep
Series 24 Exam Prep
Series 26 Exam Prep
Series 27 Exam Prep
Series 28 Exam Prep
Series 32 Exam Prep
Series 51 Exam Prep
Series 53 Exam Prep
Series 55 Exam Prep
Series 62 Exam Prep
Series 63 Exam Prep
Series 65 Exam Prep
Series 66 Exam Prep
Series 79 Training
Series 82 Training
Series 99 Training
Designations/Certifications
Accredited Investment Fiduciary (AIF®)
Certified Annuity Specialist (CAS)
Certified College Planning Specialist (CCPS)
Certified Divorce Specialist (CFDS)
Certified Estate and Trust Specialist (CES)
Certified Financial Planner (CFP)
Certified Funds Specialist (CFS)
Certified Income Specialist (CIS)
Certified Senior Advisor (CSA)
Certified Tax Specialist (CTS)
CFP Courses for Certification
CFP Review Course
Chartered Advisor for Senior Living (CASL)
Chartered Alternative Investment Analyst® (CAIA®)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC)
Financial Risk Manager (FRM)
Professional Plan Consultant (PPC)
Qualified Financial Advisor (QFA)
Steps to Achieve CFP® Certification
 
Professional Development
Account Management Training Courses For Bankers
Bank Compliance Training And Education
Bank Directories
Bank Fraud Prevention
Bank Management
Banking Certifications / Designations
BSA Training
Call Report Training
Estate Planning
Mortgage Lending Training Courses
Safe Deposit Box Training
Teller Training
Trusts and Estates Training
UDAAP Training Courses
Vendor Management Training Courses