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Opening Share Accounts in Oklahoma Focus of Upcoming Compliance Review Seminar
Monday, April 21, 2014 6:40 AM

The early bird registration deadline is quickly approaching for the Cornerstone Credit Union League’s Compliance Review seminar May 22 in Oklahoma City, Okla. Credit union professionals planning to attend should register by May 1 in order to secure the discounted registration rate of $299 per person.

Well-known trainer Deborah Crawford is presenting the one-day program, which addresses opening Share Accounts in Oklahoma. During this seminar, all the documentation, IRS reporting and account card issues for more than 30 types of accounts will be incorporated. Information about types of identification such as matricular cards, visas, gun permits, as well as the new W-9 requirements for FACTA is also included. This May 22 seminar is the perfect blend of what is new and what continues to challenge credit unions as we serve our very diverse members.

For additional program highlights, please visit the “Education” section of Cornerstone’s website. Bring a copy of your account card and account agreement as many issues are addressed about these in the program. Member Service Representatives, Branch Managers, Deposit Operations, BSA, Tellers and anyone who opens accounts and documents accounts.

If you have any questions about the Compliance Review seminar, please contact Training & Events, at (469) 385-6630 or (800) 442-5762, ext. 6630.

Educational grants are available through the Cornerstone Credit Union Foundation. To learn more, please visit www.cscuf.coop.