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Deposit and Decedent Account Workshop

Please join Joanne Broderick, CUCE, BSACS and Cindy Russell, CUCE, BSCAS Compliance Consultants, for a full day of deposit account training including:

  • Account ownership
  • Types of consumer deposit accounts, documentation and required disclosures
  • Decedent and Estate accounts
  • Business entities
  • Types of business accounts, documentation and required disclosures
  • Opening deposit accounts best practices

Lunch will also be provided.

  • When

  • Thursday, November 16, 2017
    9:30 AM - 4:00 PM

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