Signature Card Danger Zones

Date:

Apr 8, 2026

Register

Signature cards hold the key to account accuracy and compliance, yet they remain one of the most error prone areas in new account management.

This webinar will explore the danger zones auditors uncover every day, including ownership, titling, and access issues that must align with state law. Understand the legal and financial consequences of missteps and gain clear direction for building compliant, error‑free account documentation.

Agenda

April 8, 2026
11:00 am - 12:30 pm EST

Ever had your signature cards audited? If so, you have seen many of the danger zones that our new accounts staff fall prey to every day. Ownership, titling, and access are the big three issues to comply with state law. But many mistakes are also made on IRS reporting and deposit regulations to include with each ownership — costly mistakes that can land you in court, cost you fines and penalties. This program will point you to your true north star of compliance and identify pitfalls to avoid.

Topics

KEY WEBINAR TAKEAWAYS:

  • How to look at signature cards so that errors will pop out to you
  • Auditing your cards for common errors by ownership type
  • Training for your back operations to catch errors from the front staff
  • Getting all the areas of deposit operations to work together to achieve compliance
Speaker(s)

Deborah 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
  • Training
  • Compliance
  • Deposit operations
  • Audit
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