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Webinar: Safe Deposit Issues: Drilling, Unpaid Rent, Death & Unclaimed Property

Event Info

When

December 8th, 2015 2:00 PM   through   3:30 PM


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Safe deposit boxes are an important service provided by the credit union. They are a source of additional revenue and a way to enhance member relationships. However, safe deposit box operations are unique and sometimes mysterious. The improper handling of a safe deposit box can result in unforeseen liability of tremendous proportions. This webinar will cover everything, including the initial agreement, collecting rent, drilling, and escheatment of box contents to the state.

HIGHLIGHTS

  • Your credit union’s obligations and responsibilities for safe deposit boxes
  • Proper procedures to grant access to a safe deposit box
  • What to do when the rent is delinquent on a safe deposit box
  • What to do when the sole owner or one joint owner dies
  • Drilling procedures
  • Proper escheatment of the box contents
  • Avoiding common mistakes

TAKE-AWAY TOOLKIT

  • Safe deposit box policy checklist
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session is designed for staff involved with safe deposit boxes including officers, member service representatives, operations personnel, compliance officers, attorneys, and managers.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Elizabeth Fast, JD, CPA, Spencer Fane Britt & Browne, LLP

Elizabeth Fast is a partner with Spencer Fane Britt & Browne LLP where she specializes in the representation of financial institutions.  Elizabeth is the head of the firm’s training division.  She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University.  In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant.  Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions.  She is a member of the Missouri State Banking Board by appointment of the Governor.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1.  LIVE WEBINAR

The live webinar option allows you to have one Internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, pass code, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

2.  ARCHIVED WEBINAR (Beginning January 1, 2016, CDs replaced with digital download*)

Convenient!

Listen to the archived webinar on your

iPad
iPhone
Android

Instructions will be emailed with the archived webinar link.

Can’t attend the live webinar?  The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link.  This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.  The archived webinar may ONLY be ordered for 6 months following the webinar. It will not be available after this time.

*For archive orders for 2015 webinars placed before December 31, 2015, you will also receive a free audio/visual CD ROM.**  The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  CDs will no longer be provided for archived orders placed after January 1 and all 2016 webinars.  However, you will receive instructions on how to download a digital copy of the webinar which you may keep and use indefinitely.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR LINK

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

**CD ROM is for Mac and PC use only


This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register: https://mcua.fed.cuwebtraining.com/store/webinar


 

 

December 8th, 2015 2:00 PM   through   3:30 PM