The Oakland Chapter of Credit Unions cordially invites you to attend the upcoming education event, Business Accounts: The Everyday Essentials, facilitated by Chuck Holzman. This virtual event is for all interested credit union professionals- CEOs, Executives, Managers, and interested staff. Please forward this invitation to your team members as appropriate.

This program is intended to educate credit union professionals on essential information needed in order to provide account services to businesses. Participants will learn about varying business entities, required business account documentation, beneficial ownership, account agreements, due diligence requirements, and regulatory rules surrounding credit union business accounts.  This program is a must for any credit union that offers deposit services for businesses.  As an attendee, you will also have the opportunity to participate in a Q&A forum to address questions regarding business accounts.

Please include name of credit union, contact person name, phone, email and number of people attending with the check payment.  This registration requires an email address for each attendee to receive the Zoom invitation.

For questions, please contact Emily Roberts at 248.263.4151 or email emilyr@peopledrivencu.org.