Handling Powers of Attorney In Depth

Date:

Oct 7, 2026

Register

A power of attorney grants authority, but it also creates risk.

Know what to accept, what to question, and when to act. This webinar will give employees a step-by-step framework for handling powers of attorney, managing account access, recognizing termination events, and identifying warning signs of elder fraud and financial abuse.

Agenda

Oct 7, 2026
11:00 am - 12:30 pm EST

When your accountholder legally designates an agent through a power of attorney, what does that mean for you? This presentation will be a step-by-step look at how to handle power of attorney from entry into the branches to placement on the accounts. Learn the critical dos and don’ts on using POAs on all types of accounts and ownership. Learn when POAs activate and when they terminate. And most importantly, how to watch for red flags when a power of attorney is being abused for elder fraud and other crimes.

Topics

KEY WEBINAR TAKEAWAYS:

  • Definitions and purpose
  • Statutory versus non-statutory POA
  • Dissecting the document to see what a POA enables the agent to do and not do
  • Do you have to take a POA?
  • When and how a POA can go on a trust, an IRA, and a business account
  • Which accounts are a hard “no” for POAs
  • Breakdown of the workflow surrounding POAs
  • Red flags for identification of fraud on POAs
Speaker(s)

Deborah L. Crawford
Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

Additional Information

WHO SHOULD ATTEND?

  • New accounts
  • Deposit operations
  • Deposit compliance
  • Training
Fees

Live Webinar - $279

  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions

On-Demand Webinar - $279

  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact
Susan Clark   Silvia Regalado
Professional Development Coordinator   Professional Development Coordinator
o: 317-387-9380   o: 317-387-9380
d: 317-333-7169   d: 317-333-7170
sclark@indiana.bank   sregalado@indiana.bank