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Course/Product Description
Title:

Controlling the Risks of Power of Attorney Documents

Date / Time: 5/1/2018 - 11:00 AM - 1:00 PM EST
Format: Webinar
Description:

Controlling the Risks of Power of Attorney Documents
Financial institutions are required to complete transactions for customers that involve Power of Attorney documents. To protect your financial institution's interests when using these documents, it is imperative to understand the basic do's and don'ts. Learn best practices to use when dealing with these complex legal documents.

Covered Topics:
  • What are the relationships among the customer, the attorney-in-fact and your financial institution?
  • What is the difference between a durable and non-durable power of attorney?
  • How does a financial institution determine if a power of attorney is general or limited?
  • What steps must a financial institution take to protect itself when relying on a Power of Attorney?
  • What language should the financial institution look for in the Power of Attorney document when completing a transaction for the attorney-in-fact?
  • How is a Power of Attorney revoked, and when is that revocation binding on the financial institution?
  • What transactions create the greatest risks for financial institutions relying on power of attorney documents?
  • What attorney-in-fact representations may a financial institution typically rely upon?
  • How should a financial institution handle out-of-state powers of attorney?
Who Should Attend

Financial institution employees involved with opening new accounts, deposit or loan documentation and operations.

The Presenter

Terri D. Thomas is Senior VP and Legal Department Director for the Kansas Bankers Association. Prior to this, she was with "Bankers Choice," a financial consulting firm. Before this, Terri was employed in the financial industry for over twenty-three years in various capacities. Most notably, she served for fourteen years as in-house legal counsel and trust officer for Bank of America and its Kansas predecessors. Receiving her Bachelor of Arts degree from Kansas State University in 1985, Terri continued her education at Washburn University School of Law and obtained her Juris Doctor in 1988.

Previously, she served as an adjunct instructor at Washburn University School of Law and the University of Kansas School of Law and is a frequent presenter for banking schools and financial associations.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.
Licenses / Designations / Educational Credits: CEU
All US States: 2.5
All Canadian Provinces: 2.5
Other Details:
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

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 seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Live Price: $265.00
Recorded Price: $345.00
Live + Recorded Price: $395.00
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