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Account Ownership: Registration Open

Take the confusion out of account openings and minimize the risks associated with incorrect account structuring. Join us in four cities for Account Ownership August 13-16. 

Opening member accounts can be confusing. Ensure that your front-line staff is meeting regulatory compliance requirements and structuring accounts properly. Join the Missouri Credit Union Association (MCUA) for this informative one-day session. Objectives include:  

  • Overview of Account Ownership Types
  • Key Definitions and Disclosures
  • Individual Accounts, with and without Payable on Death Designations
  • Joint Accounts, with and without Payable on Death Designations
  • Minors as Account Owners
  • Removing or Adding Account Owners - Special Considerations
  • Powers of Attorney
  • Missouri Transfer to Minor Law Account (MOTML)
  • Estate Accounts
  • Representative Payee Accounts
  • Court Appointed Fiduciary Accounts
  • Trust Accounts and Deceased Member Accounts

Meet the Instructor
John Thomas, Esq., MCUA
Thomas joined MCUA in 2012 as the Vice President of Compliance and Advocacy. In this capacity, he manages the delivery of regulatory compliance services to credit unions, provides analysis of proposed legislation and regulations and ensures that all corporate legal needs are satisfied. He is a member of The Missouri Bar and has an MBA in finance from Washington University and a JD from St. Louis University.

Educational Investment
The educational investment is $149 per person. This fee includes material, speaker fees, breakfast and lunch.

Tiered Pricing Structure

Asset Size Discount Price
< $10M 75% $37.25
$10-$20M 50% $74.50
$20-$30M 25% 111.75

Conference Locations
August 13
MCUA Office
2055 Craigshire Rd.
St. Louis, MO 63146

August 14
MCUA Office
223 Madison St.
Jefferson City, MO 65101

August 15
MCUA Office
6220 Blue Ridge Cut-Off Ste. 300
Kansas City, MO 64133

August 16
BluCurrent Credit Union
1770 W. Sunset
Springfield, MO 65807

Agenda
8:30 a.m.  Registration and breakfast
9 a.m.   Session begins
Noon   Lunch - provided
3 p.m.  Session ends

 

Click here to register and learn more. Find the August calendar to choose your location.

 

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