Frontline Excellence Series:
Advanced Endorsement Issues:
POAs, Businesses, Trusts & More

View Shopping CartView Registration Options and Pricing
Member PriceNon-Member PriceDescription
$200.00 Archived Webinar + Free CD ROM
$169.00 For CUs Less Than $20M in Assets - Archived Webinar ONLY
   

Thursday, November 7, 2013

10:00 am – 11:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Who has the right to endorse that check? The answers are very straightforward – complicated only by what the member wants us to do. Learning the correct, legal endorsement requirements can alleviate confusion and allow you to quickly and confidently handle member inquiries and situations regarding deposit items. Handling endorsements for fiduciaries, such as a trustee, business account signatory, custodian, guardian, or power-of-attorney can be frustrating if the rules aren’t completely understood. This webinar will examine the applicable rules for each situation, so you will be able to apply your new knowledge in each instance as it arises. Knowing who has the authority to negotiate a check can help the credit union avoid a significant loss.

Continuing Education: Attendance verification for CE credits upon request

HIGHLIGHTS

  • Avoid common endorsement mistakes
  • What authority an attorney-in-fact has under a power-of-attorney, and what they cannot do
  • Why checks payable to a business should only be deposited into the business account (trust and estate accounts too!)
  • Determine who is the proper payee/endorser on a negotiable instrument
  • Know how each check should be endorsed, even in special circumstances

  • TAKE-AWAY TOOLKIT
    • List of proper endorsements
    • Checklist of authority to negotiate checks
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

WHO SHOULD ATTEND?

This informative session is designed for frontline staff, tellers, teller supervisors, and anyone who negotiates checks.

PLEASE NOTE
Webinar content is subject to copyright and intended for your individual credit union’s use only.

Don’t Miss the Other Frontline Excellence Series Webinars!
Sign up for the entire series and receive 6 webinars for the price of 5!
Learn more about the Frontline Excellence Series.

MEET THE PRESENTER

Mary-Lou Heighes, CUCE
Compliance Plus, Inc.

 
View Shopping CartView Registration Options and Pricing
Member PriceNon-Member PriceDescription
$200.00 Archived Webinar + Free CD ROM
$169.00 For CUs Less Than $20M in Assets - Archived Webinar ONLY