Regulations D & E for Frontline Staff Webinar


CUANM HOME \| LEARNING CENTER \|

Regulations D & E for Frontline Staff Webinar

March 24, 2010
1:00 p.m. – 2:30 p.m. MST

$159 Webinar Only

$159 CD Only

$179 Webinar and CD

Regulations D and E are the backbone of deposit accounts and member services. All frontline personnel must know and understand them well in order to ensure compliance and provide the best member service. This session will cover a broad array of topics from both regulations, as well as recent changes and prospective future changes.

HIGHLIGHTS

Reg D – Who can have a NOW account? Examiners are looking closely at eligibility requirements.
Reg D – What are the new changes regarding excessive withdrawals from savings accounts?
Reg E – What is the most important information in a Reg E disclosure that can protect both your member and your credit union?
Reg E – What are your credit union’s responsibilities if there is an error?
How do the examiners review these regulations?
Review procedures and checklists for auditors!

Presenter: Ann Brode, Brode Consulting Services, Inc.
Ann Brode began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management. Ann is a well-respected presenter and has spoken to audiences across the country for over 20 years. She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools. Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel, published by Bankers Publishing Company, and is well represented in numerous industry publications.

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.