Learn the Dos and Don’ts of Opening Business Bank Accounts
Duration: 90 minutes
Speaker: Christy Crawford
Webinar Description
Whether you are dealing with a sole proprietorship or a corporation, you need to learn how to open and properly document a business bank account. Who do you CIP? Who has authority to sign documents? What paperwork from the customer do you ask for? This information-rich 90 minute webinar will assist you in understanding the different legal forms of businesses and the filing requirements for each form of business. Participants in this program will review the proper handling of changing signatures on all the various business accounts plus the handling of checks with regard to these types of accounts.
Agenda
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Description of the different legal business entities
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General procedures for opening business bank accounts
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How to open more advanced types of business accounts
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How to open accounts for out-of-state businesses
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How to check your customer’s information on the secretary of state’s website
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How to change signers for all different types of business accounts
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Do’s and don’ts of the use of white out
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What happens at the death of the account owner
Logistics
- 90 minutes (Travel Free) delivered over the Internet.
Unlimited listeners per connection - bring the entire department.
Q&A session with the expert.
Special Feature: If you register for this webinar and cannot attend, you will be able to access a one-time instant replay without charge for up to 90 days after the date of the webinar.
This event will be presented live with a PowerPoint presentation to be viewed on your computer. You may listen to the audio of the webinar by telephone or through your computer. The PowerPoint slides will be provided shortly before the event. Once you register, you will receive an email which is your receipt and which includes your instructions for dialing in and logging on. You will also receive an email reminder 24 hours before the webinar.