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Powers of Attorney

DATE
October 07, 2024
TIME
All day
LOCATION
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RELEASE DATE: OCTOBER 7, 2024
ESTIMATED DURATION: 90 MINUTES

Someone just walked in with a Power of Attorney for one of your members and wants to access the account: 1) do you scurry off to dust the shelves in the supply room, or do you 2) step up to assist them? The importance of properly handling the use of the power of attorney cannot be overstated. It is important to know what to look for in the document, what powers it does or does not convey to the attorney in fact, and whether the document appears to be properly completed and executed. This webinar provides the information you need to understand the different types of Poa, their uses, what to look for in the document, and when the credit union should not accept the PoA.

This webinar is designed for : tellers, member serve representatives, branch managers; call center representatives, audit and compliance, and anyone else handling these important documents.

 

MEET THE PRESENTER

Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance.  She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions.  After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions.  As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.

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