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Deposit Operations Update - Spring '26

We will also visit closing accounts to ensure we are not debanking customers for political or type of business.

Upcoming
Beginner Friendly
DATE

Thursday, April 16, 2026
11:00 am - 1:00 pm

INSTRUCTOR

Deborah Crawford

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Deposit
  • Deposit Compliance
  • Branch Manager
  • Deposit Operations Manager/Specialist
  • Senior Management
  • Training Manager
  • Trainer

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During the deposit operations update we will look at new IRS requirements for OBBBA items such as foreign remittances and new car loan interest reporting.

What You'll Learn

  • Foreign Remittance Excise Tax remitted to IRS
  • Car Interest reported to IRS this year—New Car Loans
  • Check fraud—who takes liability on the check 
  • Deceased accounts
  •  IRA new codes on repayments
  • FDIC Digital Signage
  • Closing Accounts
  • Regulation E—liability for lost and stolen debit cards
  • Opening and closing procedures for your branches

Who Should Attend

Deposit Operations Staff, Deposit Compliance, Branch Administration, Training and Management
Deborah Crawford

Instructor Bio

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.

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