Event Calendar

Wednesday, May 15, 2024

Webinar - Writing New Account Procedures

Start Date: 5/15/2024 9:00 AM MDT
End Date: 5/15/2024 10:30 AM MDT

United States 

This webinar will take the core documents from the new accounts handbook and set up a working document so you can tailor your procedures into the framework provided. The working handbook in a Word document will take hours of work and stress out of the process. You will learn how to blend state and federal law into an efficient new account process.


Preferred Providers