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Webinar: New Accounts Series: Opening Donation, Benevolent & Other Accounts for Nonprofit Organizations & Corporations

Event Info

When

December 16th, 2015 2:00 PM   through   3:30 PM


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Funds donated in the name of a particular cause or for a dedicated purpose are entrusted to the individuals allowed to have signature rights on the account. However, determining who should have signature rights is often challenging for the financial institution. Some donation or benevolent accounts are loosely formed and the ownership of the funds is difficult to identify. Other organizations are legally structured and have named authorized representatives. This program will teach you how to determine the ownership and the purpose of accounts held in a fiduciary capacity or by a nonprofit organization or corporation.

HIGHLIGHTS

  • How to accurately identify the owner of the funds
  • The difference between a for-profit corporation and a not-for-profit corporation
  • Various legal authorities and who should be allowed to sign for the owner of the funds
  • Documentation to support certain ownership types
  • Pitfalls and expectations when depositing fiduciary dollars

TAKE-AWAY TOOLKIT

  • Reference guide of entity documentation
  • Checklist of potential pitfalls
  • 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 anyone who opens, reviews, or audits new accounts, including new account representatives, operations managers, compliance managers, and other staff responsible for properly opening accounts for eligible individuals and entities.

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 – Linda Quick, Quick Training Solutions

Linda Quick founded Quick Training Solutions in 2014, recognizing that many institutions need personalized, consistent training without adding a full-time trainer to their staff.  Linda specializes in developing a partnership with her clients by focusing on their specific training needs, policies, and procedures.  She is able to make topics real because she has worked the frontline and knows the challenges and rewards in the financial services industry.

Prior to starting Quick Training Solutions, Linda worked her way up from teller to senior management.  With over 30 years’ experience, Linda’s career responsibilities have included all aspects of retail services, compliance, internal audit, retirement plan administration, training, and employee development.  Linda has been an instructor for numerous financial associations since 1991.

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 16th, 2015 2:00 PM   through   3:30 PM