Jul 22, 2026
Writing account procedures shouldn’t feel like reinventing the wheel every time.
If your team is stuck piecing together guidance across ownership types, it’s time for a smarter approach. Build a clear, consistent, and comprehensive new accounts manual that empowers your branches to get it right the first time, every time.
Jul 22, 2026
11:00 am - 12:30 pm EST
Cut out excessive work in developing procedures by using our tried and tested template for writing new account procedures for about 20 different types of ownership. From the big three ownerships to formal trust accounts, the template will help you think out all the ways you can help your branches get consumer and fiduciary accounts right. Quit struggling and get the help you need to write a dynamite new accounts handbook.
Note: Business account procedures were addressed in a separate webinar, aired April 15, 2026: Writing Business Account Procedures
KEY WEBINAR TAKEAWAYS:
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.
WHO SHOULD ATTEND?
Live Webinar - $279
On-Demand Webinar - $279
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.
| 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 |