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California Professional Development
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Recorded Tuesday, September 23rd, 2008
Whether you are still typing signature cards or using the electronic version of the account agreement which prints off your system, it’s always a challenge understanding the choice of account ownership and what it really means. In this two hour webinar we will explore the options of account ownership and when to use each one.
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- Regarding Consumer Accounts:
- What is the difference between an individually owned account and an individual ownership designation on an account?
- What responsibility does the financial institution have regarding payout on Joint – No Survivorship accounts at death?
- Where do authorized signers or agents sign on the account agreement and what is their capacity?
- Regarding Business Accounts:
- How should sole proprietorship accounts be titled?
- Can LLCs use a single member’s social security number on an account and what name(s) should appear in the title?
- Can a corporation do business under another name?
- What is our risk in allowing businesses to cash checks instead of depositing them into a business account?
You are encouraged to have a copy of your account agreement, signature card and business resolutions handy to reference during the webinar.
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All customer contact personnel, supervisors and officers whose responsibilities include opening or managing new accounts and certificates of deposit. Excellent for supervisors or officers who have recently assumed the responsibility of the new account area but have never actually worked in new accounts. Internal Auditors and Compliance Officers will find the information exceptionally beneficial as well.
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 Patrice M. Konarik, CFP®, is president and founder of Sunwest Training Corp. located near Galveston, Texas. With over 25 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing training in 22 states. She has a BS from New York’s Binghamton University and earned her Certified Financial Planner™ designation in 1990. Patrice brings the information to life with her humorous approach, in-depth knowledge and an unlimited supply of "true life" examples.
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