Agenda

Nov 23, 2026
11:00 am - 12:30 pm EST

Opening business accounts begins with the big four: sole proprietorships, partnerships, limited liability companies, and corporations. This program will explain how to set up signature cards and resolutions, and how to document authority for these common business structures. You will develop expertise in business ownership and authority as we address start-up, dissolution, ownership changes, and death on each type of account. The webinar will also cover the latest on business account Customer Due Diligence requirements.

Topics

KEY WEBINAR TAKEAWAYS:

• The difference between the four big structures
• Signature cards, resolutions, and certification of beneficial ownership
• Mistakes to avoid at the death of owners and signers
• Handling checks and IRS reporting on these accounts

This webinar is part of the Account Opening Series

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.

Association Contact