Account Administration
2-Hour TeleCourse
11:00 a.m. -  1:00 p.m.

Do you have a new Member Services staff or others who need a review of the laws and regulations governing share accounts? Do you have staff that needs to be aware of recent changes in federal law? This session is for all of them—a seminar that addresses many issues your credit union faces in administering share accounts.

Topics will include:
● Forms issues
● Ownership issues
● Dealing with agents, custodians, guardians, trustees and representative payees
● Death of a fiduciary or authorized signer

Speaker
Carol Bertoux is the Associate General Counsel for the Illinois Credit Union League.  In addition to assisting the general counsel and chief operating officer of the League in general legal matters, she also analyzes state and federal laws, rules and regulations that affect credit unions and provides assistance and advice to credit unions and their retained counsel.  The League’s legislative program greatly relies on Carol for her valued technical and legal input.  Carol received her law degree from DePaul University and in 1987 joined the ICU System.

Educational Investment: $199.00 per telephone connection. Unlimited Listeners and Free Audio Archive

AUDIO ARCHIVE!

Can’t tune in today? Scheduling conflicts? Staffing issues? Absent employee? Take advantage of our audio archive feature available on-line for 21 days after the date of the session. All you need is a PC with Internet access, speakers or a headset. You must be registered for this QB to hear the audio-recorded version and receive handouts.

If you have not received your handout materials 3 days prior to session, contact the Education Department: Susan O'Loughlin, 800-228-2285, ext. 7061 or 203-608-7061 or soloughlin@culct.coop.