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2024 Account Documentation Seminars
Brochure
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April 4 - Virtual |
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April 17 - Virtual |
Program Content
Bankers are continually challenged to provide great customer service and accurate information as new and innovative products are introduced in the marketplace. Too often, personnel are trained on how to open certain types of accounts and what documentation to request, but don't know the reasoning behind the policies and procedures. The KBA's Account Documentation program focuses on best practices all bank employees should exercise when establishing new accounts.
The Manual
The Account Documentation manual will be available electronically via a secured link. All registrants will receive instruction on accessing the manual approximately one week prior to the selected seminar. Once the link has been shared with registrants, we will not be able to accept any cancellations to the seminars. If you are unable to attend, we will be happy to accept a substitution.
Presenter
Terri D. Thomas - EVP & COO - Legal Department Director, KBA
Terri Thomas is KBA's Executive Vice President and Legal Department Director. Terri has over 40 years' experience in the banking industry and has been a popular instructor for KBA on a variety of compliance and legal issues. You will enjoy Terri's upbeat and relaxed teaching style.
Program Agenda
Registration: 8:30 a.m.
*There are 6.5 Kansas CLE credit hours available with this program.
The Account Documentation manual will be available electronically via a secured link. All registrants will receive instruction on accessing the manual approximately one week prior to the selected seminar. Once the link has been shared with registrants, we will not be able to accept any cancellations to the seminars. If you are unable to attend, we will be happy to accept a substitution.
Presenter
Terri D. Thomas - EVP & COO - Legal Department Director, KBA
Terri Thomas is KBA's Executive Vice President and Legal Department Director. Terri has over 40 years' experience in the banking industry and has been a popular instructor for KBA on a variety of compliance and legal issues. You will enjoy Terri's upbeat and relaxed teaching style.
Program Agenda
Registration: 8:30 a.m.
Program: 9 a.m. - 4:00 p.m
Lunch: 12-12:45 p.m.
*There are 6.5 Kansas CLE credit hours available with this program.
**Program fees are based on bank asset size. There is no limit on the number of people that can attend the virtual session from your financial institution. Please login and register one person from your bank and pay based on your bank’s asset size. Then email all other attendees (include attendee’s first and last name, bank location and e-mail) to Natalie Wareham at nwareham@ksbankers.com so that additional attendees can be registered free of charge to receive their own link and login information for the session.
