Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation
Iowa Bankers Association
8800 NW 62nd Avenue
Johnston, IA 50131
Toll-Free: 800-532-1423
Local: 515-286-4300
Fax: 515-280-4140

Event Detail

Event Description

Financial institutions are required to complete transactions for customers involving Power of Attorney documents. To protect your financial institution's interests when using these documents, it is imperative to understand the basic do's and don'ts. This presentation will provide financial institution personnel with best practices to use when dealing with these complex legal documents.

Covered Topics:

  • What are the relationships among the customer, the attorney-in-fact and the financial institution?
  • What is the difference between a durable and non-durable power of attorney?
  • How does a financial institution determine if a power of attorney is general or limited
  • What steps must a financial institution take to protect itself when relying on a Power of Attorney?
  • What language should the financial institution look for in the Power of Attorney document when completing a transaction for the attorney-in-fact?
  • How is a Power of Attorney revoked and when is that revocation binding on the financial institution?
  • What transactions create the greatest risks for financial institutions relying on power of attorney documents?
  • What attorney-in-fact representations may a financial institution typically rely upon?
  • How should a financial institution handle out-of-state powers of attorney?

Who Should Attend?

Financial institution employees involved with opening new accounts, deposit or loan documentation and operations will find this seminar very useful.

Instructions

Live Plus Five - $265
Register for the live event and get five days access to the OnDemand Playback. You'll have opportunity to ask questions during the presentation and be free to review the content for the next five business days. Registration also includes links to presenter materials, handouts, and pdfs.

OnDemand Recording Only - $295
Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.

CD-ROM and Hardcopy Handouts - $345

CD-ROM plus Hardcopy Handouts. Does not include live session.

Live Plus Six - $365
Attend live; includes six months access to OnDemand playback. Combine the advantages of live attendance with an unlimited number of replays for the next six months.

Premier Package - $395
Includes all three options above. Live session, OnDemand Weblink, and CD-ROM plus Hardcopy Handouts.

Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.

Webinar (12/02/20 10:00AM - 12:00PM)


Online Registration

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Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

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Iowa Bankers Insurance & Services (IBIS) offers Iowa banks a full line of insurance products.

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