New Accounts Dilemma Webinar


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Resolving the New Accounts Dilemma: Compliance & Security vs. Sales & Service Webinar

June 9, 2010
1:00 p.m. – 2:30 p.m. MST

$159 Webinar Only

$159 CD Only

$179 Webinar and CD

The goals are the same: to serve and protect our members!

It may seem like an old battle: compliance and security versus sales and service. But it doesn’t have to be one or the other, because the goals (to serve and protect our members) are the same! This webinar will examine our member goals and the compliance and security objectives. What security/compliance tasks must be accomplished for BSA, FACT Act, and other legal issues? How can those goals dove-tail with our need to better serve, and sell to, our members? Take this opportunity to build your own new-account-interview hybrid and eliminate high-cost conflict in your credit union.

HIGHLIGHTS

A review of compliance tasks and security issues faced during a new account interview
Understanding our sales objectives as a branch and a credit union
Developing a hybrid-model new account interview to bring the best of both to the table
What happens when our organization gets out of balance?
Building a dynamic frontline and empowering the new account staff with skills to do what they do best

Presenter: Deborah L. Crawford, gettechnical inc.
Deborah Crawford is the President of gettechnical inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation. Her 20+ 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 area of deposit account laws, new account documentation, insurance, complex compliance regulations and IRAs.

Get Connected: It’s as easy as 1 - 2 - 3

Fill out the information below and submit registration.
Prior to the conference, you will receive a special instruction sheet outlining the computer login and telephone dial-in procedures, your password, a specific toll-free telephone number and handout materials.
On the day of the conference gather all the attendees around your computer and speakerphone, distribute copies of the handout material, and enjoy the conference.

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.