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 a new speaker this year, Suzette Jones of Training Resources Consulting, 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
Attendees qualify for 6.5 hours of Continuing Professional Education (CPE) credit per session in the area of Specialized Knowledge.