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Course description

We will look at trusts as business owners and many other complicated issues on business accounts.


The accounts which we will talk about in depth are:
IOLTA
1031 Exchange Accounts
Bankruptcy Accounts
Public Funds
Limited Liability Companies
Agency Accounts
Escrow Accounts
Nonprofit organizations

Instructor(s)

Deborah Crawford

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.

Course curriculum

  • 1

    Video

    • Advanced Business Accounts - Complicated Issues and Simple Solutions
  • 2

    Materials

    • Materials

    • Slides

    • Questions and Answers