WEBINAR DETAILS

Every day, your institution processes numerous electronic documents and records. Do you know which original, signed documents must be retained and which can be destroyed after imaging? Although the electronic age can make transactions more convenient, it can also complicate matters for financial institutions. Not all imaged documents are treated the same under the law. Now, more than ever, it’s imperative to understand the rules regarding electronic and imaged documents to protect your institution from costly mistakes.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session is designed for deposit operations personnel, loan operations staff, retail officers, commercial officers, technology personnel, service representatives, attorneys, compliance officers, auditors, managers, and others involved in document retention.