Agenda

Aug 3, 2026
11:00 am - 12:30 pm EST

Business accountholders or borrowers frequently change, and some of the highest operational, legal, and fraud risks arise when ownership or authority shifts. Whether a business owner dies, sells the company, becomes incapacitated, steps away from daily operations, or delegates authority to employees, financial institutions are often left navigating competing instructions, documentation concerns, account access disputes, and potential liability exposure.

This webinar will help you understand how to respond when business authority changes impact deposit accounts, loans, and accountholder or borrower relationships. Attendees will learn how to evaluate governing documents, identify red flags, manage operational and fraud risks, and implement procedures that reduce institutional exposure.

Topics

KEY WEBINAR TAKEAWAYS:

• Determining authority after death, incapacity, resignation, termination, or sale of a business
• What happens to business accounts and lending relationships when an owner dies
• Loan defaults, guarantor impacts, and how to address collateral concerns
• Handling disputes among heirs, partners, members, shareholders, and authorized signers

Speaker(s)

Shelli Clarkson, JD, LLM
Spencer Fane LLP

Shelli Clarkston is an attorney with Spencer Fane LLP where she provides financial institutions with proactive legal counsel on regulatory and compliance matters. She received her law degrees from the University of Missouri – Kansas City and her undergraduate degree from the University of Nebraska – Lincoln. In addition, she has a master’s degree from Doane University.

Before joining Spencer Fane, Shelli was the Risk and Compliance Officer for a financial services technology platform with one of the world’s largest technology companies. She oversaw the platform’s regulatory compliance and handled all risk-related matters. She also has experience as general counsel for a community bank, where she managed all legal, regulatory, compliance, and corporate matters.

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