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

Webinar: ID# 1000703
Date: Recorded
Business Resolutions and Authorizations: How to Use Them to Protect Your Financial Institution
About This Course:
Some of the best and most profitable customers for financial institution are legal entities. Unfortunately, establishing relationships with business entities can be confusing, and if done incorrectly, can become costly liabilities.

One of the most effective ways for your financial institution to protect itself from business entity liability is to obtain a well-drafted, properly-executed resolution or similar authorization from the business.

Attend this webinar to learn 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.

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