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2020 Bank Webinars

Listed below is our 2020 bank training webinar calendar. Most titles are available via live, CD, and On-Demand formats, and many offer industry-specific credits.
Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.
Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.
This webinar will provide attendees with the best practices and red flags for dealing with the various legal documents served upon financial institutions.
Available Versions:
Live on: 1/28/2020. Also available via CD, On-Demand
W-9 Deposit Account Set Up and Interest Reporting
W-9 Deposit Account Set Up and Interest Reporting
We will look at the name control match process, the IRS CP2100 process, how your institution may begin back up withholding, and many other issues. Learn how to get the forms right at new accounts so the IRS reporting is correct and in compliance.
Available Versions:
Live on: 1/29/2020. Also available via CD, On-Demand
What to Do When a Customer Dies
What to Do When a Customer Dies
This webinar focuses on the deposit and loan issues that arise when a customer dies.
Available Versions:
Live on: 3/17/2020. Also available via CD, On-Demand

Looking for bank training webinars available right now? Check out our on-demand webinars.

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