Tennessee Deposit Account Administration
|Location||TBA Barrett Training Center, Nashville|
|Date, In-Person||April 3, 2024|
|Early Registration Deadline, In-person||March 20, 2024|
|Date, Virtual||April 11, 2024|
|Early Registration Deadline, Virtual||March 28. 2024|
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.