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This is part 4 of a 4 part study. Registration is per webinar or recording.
Louisiana Deposit Accounts Study Part 1: Consumer Accounts
Louisiana Deposit Accounts Study Part 2: Fiduciary Accounts
Louisiana Deposit Accounts Study Part 3: Successions & Affidavits
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording): $265 per connection
During our business account training we will look at what the secretary of state requires when opening business accounts in Louisiana. We will unravel the maze of paperwork and see how we can best help our customers understand why it is important to keep documents and SOS up to date. We will look at the federal and state documentation issues. We will also discuss our customers changing business situations like adding signers and changing owners.
- Sole Proprietorship
- 3 types of Partnerships
- Limited Liability Company
- Nonprofit Corporations
- Nonprofit Organizations
- IOLTA Accounts
- Agent Accounts
- Money Service Business
- Multi-tiered Businesses
New accounts representatives, customer service representatives, auditors, compliance personnel, risk managers, security officers, branch managers, and any other interested personnel
Deborah Crawford is the President of gettechnical, inc. a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation. Her 27+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.