Loading Events
  • This event has passed.

Tennessee Deposit Account Administration

LocationTBA Barrett Training Center, Nashville
Date, In-PersonApril 3, 2024
Early Registration Deadline, In-personMarch 20, 2024
Date, VirtualApril 11, 2024
Early Registration Deadline, VirtualMarch 28. 2024
Pricing
Member
Non-Member
In-Person
 
 
Virtual
 
 

This full-day program focuses on Tennessee law regarding deposit accounts—including ownership and survivorship provisions, documentation requirements, what to do on the death of an owner, and common problems in account administration—daily issues in every financial institution. Led by Matthew Dickinson of JM Consultants LLC, this seminar includes information on powers of attorney and making changes to accounts. It is designed to meet the needs of auditors, supervisors, and senior new accounts personnel. This is the best seminar available on this topic. Each seminar attendee receives a detailed resource manual.

 

Continuing Education Credit

In-person attendees qualify for 6.5 hours Continuing Professional Education (CPE) credit in the area of Specialized Knowledge and MUST be sure to sign in and out on the CPE attendance tracking sheet in order to receive credit.

Virtual attendees qualify for 6.5 hours Continuing Professional Education (CPE) credit in the area of Specialized Knowledge and MUST completely fill out return the CPE tracking sheet with all code words given during the event in order to receive credit.

In accordance with the standards of the National Registry of Continuing Professional Education (CPE) Sponsors, CPE credits have been granted based on a 50-minute hour.