Agenda

April 15, 2026
11:00 am - 12:30 pm EST

Need to get started writing business procedures and sample signature cards and resolutions? This is the program for you! We will start with a Word template of how to set up business accounts that can be adapted for your own institution. Participants will learn tips and tricks for working with your system and your account cards to set up sample documents and checklists for each account. We will cover Customer Identification Programs, Customer Due Diligence, OFAC, and state -specific documentation (and how to research it).

Topics

KEY WEBINAR TAKEAWAYS:

• Ability to produce a business procedures handbook in a short amount of time
• Increased knowledge on how to merge state and federal law requirements

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