This is a 2-part pre-recorded webinar for credit union employees who handle account opening and inquiries related to Incorporated Business accounts. Participants will gain valuable knowledge and confidence to better understand what a Corporation is and how it operates as well as handling certain requests.
How This Course Assists Account Opening Staff:
- Clarifies what a Corporation is and why members may choose to Incorporate
- Defines terminology used when dealing with a Corporate account
- Builds confidence in understanding the Corporate information to complete account opening documents
- Reviews key criteria on the Corporate Registry Search
- Touches on Corporate changes that you may encounter with these entities
Topics Covered in Part 1
- What is a Corporation
- Why Do Businesses Incorporate?
- Parties Involved
- Actions by a Corporation
- Business Names
Topics Covered in Part 2
- Corporate Registry Searches
- Opening a Corporate Account
- Using Corporate Registry Search for Document Completion/AML Requirements
- Corporate Changes
Cost (per registration):
- $25 (plus applicable PST) – includes Part 1 and Part 2
Facilitator:
Jennifer Petrichuk has been in the credit union system for 20 years holding various roles that have equipped her with extensive expertise across multiple areas. Her true passion lies in the Deposit area and has been her focus in her past positions. She is enthusiastic about collaborating with Credit Unions and offering her support and specialized knowledge