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Opening Share Accounts will cover all the rules regarding opening accounts in Oklahoma. During this seminar, we cover all the documentation, IRS reporting and account card issues for 30 plus types of accounts. We also cover information about types of identification like matricular cards, visas, gun permits and other areas of interest to credit unions. As well as the new W-9 requirements for FACTA. We’ve added some new accounts this year like the Veteran’s Account and minor account alone. With special issues regarding nonresident aliens pending, we will take a look at the W-8BEN and how it should be completed. Plus many institutions received CP2100s mismatches for dividend reporting and there are ways to avoid that issue in the future. This is the perfect blend of what’s new and what continues to challenge us as we serve our very diverse members.
Member Service Representatives, Branch Managers, Deposit Operations, BSA, Tellers and anyone who opens accounts and documents accounts.
Oklahoma City - May 22, 2014
Early bird deadline: May 1
Credit Union House
631 E. Hill Street
Oklahoma City, OK 73105
Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.
*includes 2 refreshment breaks
President of gettechnical inc. She specializes in the education of credit union employees and officers in the areas of deposit account laws, new account documentation, complex compliance regulations, and IRAs. Crawford is well known within the industry for her humorous delivery, personal accounts, and promise to reach each and every attendee in her seminar.
Certified Public Accountants (CPAs) may earn continuing education credits (CPE) in accordance with each state’s Board of Public Accountancy standards and guidelines:
Texas CPAs - The Cornerstone Credit Union League is registered with the Texas State Board of Public Accountancy (TSBPA) as a sponsor of continuing professional education on the State Registry of CPE Sponsor. Certified Public Accountants (CPAs) may earn up to 6.0 continuing education credits (CPE) for the Compliance Review Seminar. No advance preparation or prerequisites are required. The state board of accountancy has final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to: Texas State Board of Public Accountancy/333 Guadalupe - Tower 3, Suite 900/Austin, TX 78701-3900
Administrative policies, such as complaint or refund, please contact the league at 800-442-5762 ext. 6634.
Fee Per Person/Per Seminar - $349
Walk-ins accomodated on a space available basis. Your investment includes instruction, extensive handouts, continental breakfast, lunch, and two (2) refreshment breaks.
Substitutions are always welcome. Registration fee refunds are granted for cancellations received two weeks prior to each seminar, with a processing fee of $50.
Locations with less than 20 registrants three weeks out may be cancelled. In event of cancellation, all registrants will be notified.
The Cornerstone Credit Union Foundation is accepting scholarship applications for League training events based on financial need. Applications must be received by the quarterly application deadline. Contact the Foundation at 800-953-8283 or visit their website for more information.
Call 800-442-5762 ext. 6642 or 469-385-6642 or email email@example.com.
If you have physical, medical, or dietary needs requiring special attention, please contact us for proper arrangements to be made. For more information regarding administrative policies, such as complaint or refund, please contact us at 800-442-5762 ext. 6630.