> Quick Bite: Trust Accounts

Tuesday, May 21, 2013
11:00 AM Eastern Daylight Time
12:00 PM

 

This seminar is designed to cover trusts from the credit union’s perspective. Experienced attorney and speaker, Robert Rutkowski, will cover the various types of trusts, discuss how trust accounts are set-up with the credit union and address related operational issues. We will also cover how trusts within a credit union’s field of membership can borrow money, as well as traps to avoid when setting up these types of accounts.

Speaker: Rob Rutkowski Attorney, blogger, podcast producer and nationally-recognized speaker, Rob Rutkowski is Managing Partner of the Credit Union Practic Group of Weltman, Weinberg & Reis Co., L.P.A. Through his work at WWR, Mr. Rutkowski advises credit unions on compliance, contract negotiation and employment law as well as a vast array of collection and legal issues. Mr. Rutkowski is a well-known lecturer nationwide on topics such as marketing and lending compliance, director and officer liability, disaster recovery, identity theft, credit union accounts and a variety of laws impacting credit unions, such as the Bank Secrecy Act. He is a regular speaker at credit union leagues across the United States and has served as a speaker for CUNA, NAFCU and CUES.

Location: Via Telephone

Time: 11:00 am - 12:00 pm EST

Educational Investment: $109.00 per telephone connection. Unlimited Listeners and Free Audio Archive

****You must be registered for this session to hear the audio-recorded version and receive handouts.****

AUDIO ARCHIVE! Can't tune in today? This session will be available on-line for 30 days after activation.

To register and pay by check, email mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here.