Nov 4, 2025
Before you open trust accounts, maybe there are some basics you need to know about them!
November 4, 2025
2:30pm - 4:00pm EST
This is a beginning level webinar on the basics of trusts and how to open them. Learn who the players of a trust are and what each of them do.
Understand how the IRS uses SSN for some and EINs for others. Why do customers have trusts, and what is our role in this process as a financial institution?
What You'll Learn
Deborah Crawford
Gettechnical Inc.
Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.
Who Should Attend?
This session is ideal for new accounts, tellers, branch managers, training, deposit operations, compliance, and retail management.
Live Webinar - $299.00
Available Upgrades
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank