Account Titling, Documentation And FDIC Insurance, May 22nd - Details
Session Available from: Feb 21, 2019 12:00 to May 22, 2019 12:00

Session Options: Ramkota Hotel & Conference Center 800 South 3rd Street, Bismarck, ND 58504

Live Session Date: May 22, 2019

 
Add to calendar /education-events/event/969/Account-Titling--Documentation-and-FDIC-Insurance--May-22nd?Itemid114= 2019-05-22 13:00:00 2019-05-22 16:00:00 0 Account Titling, Documentation and FDIC Insurance, May 22nd Account Titling, Documentation and FDIC Insurance From Single Account Owners to Corporations... Bismarck, ND - - 800 South 3rd Street YYYY/MM/DD

Event description:

Account Titling, Documentation and FDIC Insurance

From Single Account Owners to Corporations

Two - Half Day Sessions to Pick From
Wednesday, May 22 1:00 PM - 4:00 PM
OR
Thursday, May 23 9:00 AM - Noon


May 23rd Session is a repeat of May 22nd Session
Both sessions held at Ramkota Hotel & Conference Center, Bismarck, ND

Attendance at this session will qualify towards the ICBND Frontline Certification Program.

Session Description

This seminar is designed for bankers who need to understand the various types of deposit account  ownerships that exist – from single account owners through corporations. You will learn what the different ownership types represent and how to make sure you are opening the proper type of account for your customer. In addition, the seminar covers how the various categories of FDIC Insurance can increase the amount of money your customer can safely have on deposit at your bank. The session takeaways include:

 Opening the New Account
 FDIC Insurance
 Revocable vs. irrevocable trusts
 Representative Payee Accounts
 Estates
 Business Accounts
 Minor Accounts
 Uniform Transfer to Minors Act
 Authorized Signers

Seminar Presenter—Bryan Fetty, Senior Consultant, Young & Associates

Bryan Fetty brings more than 26 years of banking experience to Young & Associates, Inc. A former vice president of a mid-sized community bank, Fetty's primary expertise is on the operations side. His experience includes bookkeeping and proof operations, teller operations, branch administration, call center, marketing, and training, as well as deposit compliance. At Young & Associates, Inc., Fetty works in the product division and assists with product development and management for all the major divisions of the company. In addition, he consults with banks, performs in-bank training, presents seminars, conducts interest rate risk reviews, and assists with the development and maintenance of the corporate website.

Who Should Attend

This seminar is designed for new account representatives, customer service representatives, head tellers, tellers, and management trainees - anyone with the responsibility of opening deposit accounts and taking deposits.

REGISTRATION
ICBND Member                                                                                      
$149 per person for the first 2 registrants from the same bank or company                                                                    
$129 per person for additional registrants from the same bank or company**                                                               

ICBND Member Last Minute Rate - After May 1

$199 per person for the first 2 registrants from the same bank or company 

$179 per person for additional registrants from the same bank or company** 

Prospective Member    
$179 per person for the first 2 registrants from the same bank or company

$159 per person for additional registrants from the same bank or company**

Prospective Member Last Minute Rate - After May 1   

$229 per person for the first 2 registrants from the same bank or company

$209 per person for additional registrants from the same bank or company

**If the same bank has people coming to each day, they would still only pay $149 for first two people and $129 for all additional registered no matter which day they would be coming to.


CANCELLATION POLICY
Individuals canceling 10 days prior to seminar date will receive 100% refund; 9 to 3 days prior to seminar date will receive 50%; less than two days prior to seminar date will receive no refund.

SESSION INFORMATION

Registration options:
Add to cart Qty Ticket Name Ticket Price
Account Titling, Documentation and FDIC Insurance - ICBND Member Last Minute Rate, First 2 registrants, After May 1, 2019 $ 199.00
Add to cart Qty Ticket Name Ticket Price
Account Titling, Documentation and FDIC Insurance - ICBND Member Last Minute Rate, Additional registrants, After May 1, 2019 $ 179.00
Add to cart Qty Ticket Name Ticket Price
Account Titling, Documentation and FDIC Insurance - Prospective Member Last Minute Rate, First 2 registrants, After May 1, 2019 $ 229.00
Add to cart Qty Ticket Name Ticket Price
Account Titling, Documentation and FDIC Insurance - Prospective Member Last Minute Rate, Additional registrants, After May 1, 2019 $ 209.00
Check this box if registering a group

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Save the Date for the must attend 52nd annual convention on August 11-13, 2019 at the Ramkota Hotel in Bismarck!

 

Click Here

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Telephone & Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online and telephone training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.

Click Here
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We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

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ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
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Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
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Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
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Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here