Looking for additional webinars? Plan ahead and view the 2016 Webinar Schedule.
WEBINAR OR ON-DEMAND WEB LINK
Thursday, December 15, 2016
1:00 p.m. - 2:30 p.m. (AZ/CO/WY)
Powers-of-attorney are complex legal documents used to transact business with your financial institution on a daily basis. If not handled properly, your institution can be exposed to significant risk if the attorney-in-fact intentionally (or innocently) acts outside the scope of his or her authority. This webinar will explain everything you need to know about attorneys-in-fact regarding deposit accounts and loan transactions. Join us to learn the actions an attorney-in-fact can and cannot take on behalf of your accountholder and how your institution can reduce its risk of loss.
*Various types of power-of-attorney documents – durable, springing, limited, military, etc.
*Differences between an attorney-in-fact, representative payee, and an authorized or convenience signer
*Actions an attorney-in-fact can and cannot take on behalf of your accountholder
*Handling joint account owners or multiple powers-of-attorney
*When is your financial institution liable for the actions of the attorney-in-fact?
*Important questions to ask when accepting a power-of-attorney
*Employee training log
*Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session is applicable to deposit and loan operations. It will benefit deposit officers, loan officers, member service representatives, new accounts staff, tellers, compliance personnel, and managers.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTER – Elizabeth Fast, JD, CPA, Spencer Fane LLP
Elizabeth Fast is a partner with Spencer Fane LLP where she specializes in the representation of financial institutions. Elizabeth is the head of the firm’s training division. She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University. In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant. Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions. She is a member of the Missouri State Banking Board by appointment of the Governor.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. ON-DEMAND WEB LINK
(Beginning January 1, 2016, CDs replaced with digital download*)
Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately two days prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date. The archived webinar may ONLY be ordered for 6 months following the webinar. It will not be available after this time.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK
** Includes options 1 and 2 above.
*All materials are subject to copyright and intended for your financial institution’s use only.
Thursday, December 15, 2016 1:00 PM - 2:30 PMMountain Standard Time
At Your Desk!602-264-6701 ext 2238
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