2026 Account Documentation Seminars
Brochure
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April 7 - Virtual |
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April 21 - 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 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.
This training will be presented by the KBA Legal Services Team.
Program Agenda
Registration: 8:30 a.m.
This program is approved for 6.5 Kansas CLE credits.
**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.
