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Opening New Accounts: Trust and Fiduciary

Webinar: ID# 1040523
About The Presenter:
Suzie Jones relates to her audience. For decades, Suzie opened new accounts, managed new account teams, and provided hands-on input to the AML and BSA Committees within the bank. With over 45 years of banking and 35 years of financial planning experience, Suzie has a reputation as a highly knowledgeable and high-energy speaker with a unique ability to take technical information and make it interesting and applicable. Her real-life examples provide context and depth to complex regulations and documentation requirements.
After 22 years, Suzie recently retired as an Executive Vice President from a $65B regional bank, where she provided overall leadership and risk management to the $11B Investments Division. She partners nationally to provide new account training for individual banks, credit unions, private organizations, and 14 state banking associations.
About The Training Provider:

BankWebinars.com

Your Partner for Ensuring an Engaged, Compliant Workforce Financial institution regulations are constantly changing. That means preparing your team needs continual attention, including the frontlines, compliance team, executive leadership and board of directors. Wouldn’t life be easier if you had one place to go for all your compliance and professional education needs? You’ll find what you need from OnCourse Learning.

We bring you:
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Webinar Descriptions, BankWebinars.com:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for 30 days following the event. This will allow a flexible alternative when last-minute conflicts intrude on scheduled events.

Live + OnDemand:
Includes two of the options above. Live session and 365 days access to On-Demand weblink plus a link to handouts.

Live + OnDemand & CD:
Includes all three options above. Live Session, 365 days of OnDemand, and CD-ROM plus handout links.

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