Webinar

Working with Trusts & Trust Accounts Webinar

Webinar

Working with Trusts & Trust Accounts Webinar

Through
On Demand

Overview

Speaker:  Gretchen Jones

Members that have trusts and utilize trust accounts can often create confusion for credit union staff wondering who they can transact for, who owns the funds, and who can request changes. These types of trust fiduciary relationships affect account set-up, forms, transaction processing, and more. Attend this session as attorney Gretchen Jones explains how these trust relationships should be handled by staff, as well as the legal and practical implications for your credit union.

  • Trusts
  • Trust accounts

This webinar series is part of the complete Training Bundle series. Subscribe to get immediate access to this webinar and over 80+ others covering critical topics for you and your staff.

Pricing & Registration

Member

Prices shown here are reserved for America's Credit Unions members

Non-Member

Learn how to become a member here: https://americascreditunions.org/join
Working with Trusts & Trust Accounts Webinar On Demand
$269.00
Product Code: AW092424
Working with Trusts & Trust Accounts Webinar On Demand
$538.00
Product Code: AW092424
**For additional pricing based on your membership, click the 'Add to Cart' button.**

Member Discounts

All credit unions are invited to register for this event. Members receive a significant discount.

Additional discounts available to member credit unions:

  • Less than $50 million in assets save 20%
  • Council members save 10%
  • League staff save 20%
  • Multi-Attendee discount - Register 4 attendees get the 5th free
  • Please include all registrations on the same order for the discount to apply
     

Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.

Other non-credit union attendees should contact us to confirm eligibility.

Attendee Info

Our webinars and webinar series use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. Whether this is your first time attending a webinar or webinar series, or you simply need a refresher, review these helpful steps and frequently asked questions below.

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Cancellations

Webinars, Schools, and Online Events

All cancellations must be received in writing. Please explain the cancellation briefly and submit it via email to hello@americascreditunions.org.

Cancellations received more than seven days before the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after seven days before the event. Substitutions are accepted before the start of the program. Additional costs may apply. Please provide the event name, current participant, and new participant name to hello@americascreditunions.org.

Tags
Compliance, Risk, & BSA
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