Business Deposit Account Basics – February 6, 2025

Description

Date: February 6, 2025

Time: 11:00 a.m. Pacific

Duration: 60 minutes

Your credit union’s relationship with a business member often begins at account opening. Join CUBG for the training you and your staff need to open and maintain accounts for all types of businesses.

Explore the basics of business accounts from business entity types and the required documentation for opening and maintaining those business accounts, to pertinent regulations for financial institutions, the types of information you are required to collect, and why the Certificate of Beneficial Ownership is important. Hear about the value of a business profile and how your credit union can utilize this information for sales and risk opportunities.

Purchase Terms & Conditions

For live webinars, a full-team registration includes multiple attendees for your credit union. Please include these emails in the notes section at checkout. Each attendee will need a unique login link for access.

A recording of this session is available for full-team access registrations upon request. For individual registrations for webinars, the recording will be available to purchase after the session. If you registered as an individual, you can request a discount code to use on the recording purchase.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.