Agenda

Aug 25, 2026
3:00 pm - 4:30 pm EST

Just got your CP2100 with an $8000 fine? If your institution is fined, it suggests there is a breakdown between the front of the house and the back of the house in account setup. This should never happen and yet institutions are fined every year for very simple things that can be avoided. Learn how to connect new accounts to IRS reporting and never get fined again.

Topics

KEY WEBINAR TAKEAWAYS:

• How to complete the W-9 and W-8BEN
• Setting up name for complete match to the IRS records
• Cultural differences for Hispanic, Asian, and other names
• What the IRS reads when checking name matches
• The TIN match program at the IRS
• Differentiating between SSN, EIN, and ITIN
• How to connect the 1099 Int and the 1042S to front-of-the-house opening procedures

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.

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.

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