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.
|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.
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.
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.
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.
||Contact Us For More Information
||Share on Facebook
Share on Twitter
Share on Google+
|Currently Scheduled Dates For This Webcast|
|How to Use Business Resolutions and Authorizations to Protect Your Financial Institution||CD/On-Demand||$295.00||
New TILA-RESPA Integrated Disclosure (TRID) Rule: Are You Ready for Its Impact?
Developing and Organizing an Effective Remote Deposit Capture Program
HMDA: What to Know Now & What's Next?
Call Report: Lending Schedules for Banks
Safe Deposit Boxes - The Pitfalls of Vault Security, Disasters and Self-Service Boxes
BSA Series: Part I-Growing Your CDD Questionnaire for Onboarding Consumer Accounts
Bullet Proof Your Loan Portfolio
Background Checks And Safe Hiring: Trends, Legal Developments, And Best Practices
SSNs, EINs, and ITINs: Understanding our Job as a Withholding Agent
Relationship Account Marketing Ideas
Instructor-Led NMLS 20 Hour Pre-License Course
How To Build, Implement, And Manage A Compliant Vendor Management Program
Opening New Accounts: Business Accounts
Understanding Signature Cards and Account Agreements: Account Titling, Ownership & Access
Home Equity Lines of Credit
High Performance Cross Selling – Maximize Customer Relationships, Increase Profit