Opening Business Accounts: The Basics

From sole proprietors to corporations, learn how to open and properly document business accounts. This introductory program will assist you in understanding the different types of businesses and the filing requirements for each type business. This webinar will help you be able to handle business accounts from opening to closing. We will cover tax reporting, Customer Identification and Beneficial Ownership. We will discuss best practices for resolutions and account cards. How to remove and change signers and what happens at death.

What You Will Learn

  • Sole proprietor
  • Partnerships - LLP, LTD and General
  • Corporations—S and C
  • Limited Liability Companies
  • Non-profit Organizations
  • IOLTA
  • Multi-tiered businesses

Who Should Attend?

This webinar will benefit anyone with business account opening responsibilities, member service representatives, new accounts representatives, cashiers, branch managers, assistant branch managers, branch administrators, training staff and others who manage or work the front line.
Connection Error #D55. For immediate assistance, please use our online chat (lower right corner of this page).
   Live Plus Five (days) - $195   
   OnDemand Recording - $215   
   CD-ROM - $245   
   Live Plus Six (months) - $265   
   Premier Package - $295   
Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.
Each additional location adds $50 to your registration and can be entered on the next screen as you confirm your order.