Today’s business structure environment is very complex. You will open many types of business accounts with multiple layers of ownership.
This program will focus on different structures and common errors. When is an account a “dba” and when is it disregarded? When is it an agent and when is it a sole proprietorship? There are many mistakes made by financial institutions because of lack of understanding of business structures.
The "Mapping Multi-Tiered Business Accounts" has been approved for 2 CAMS credits. Credits are redeemable for Live attendance only. Users must connect to the streaming individually and enter their name and email for reporting purposes. Accreditation is valid for one year from the date of the event.
Who Should Attend
New Accounts, Personal Bankers, Loan Officers, Branch Managers, Training, Head Tellers, Supervisors, Branch Administration and Compliance.
Continuing Education Credit Information
Mapping Multi-Tiered Business Accounts has been approved for 2 CAMS credits. Credits are redeemable for Live attendance only. Credit is for Live attendance only. Accreditation is valid for one year from the date of the event. For questions on certificates, please email firstname.lastname@example.org.