Now viewing a program in: CLE Catalog \ Self-Paced Online Seminars
Banking: An Insider’s Guide to Getting What You Need (.75 General Participatory Credit)
Published by San Diego County Bar Association



Summary
Handouts for this program can be downloaded by clicking on the "Other Resources" tab in the video player.

Learn the ins and outs of banking done efficiently and correctly. Hear where things go wrong and what you may be able to do to avoid those pitfalls. Learn the tips you need to know to keep not only your IOLTA account functioning well. Dealing with trusts or POA’s? Learn tips which may speed your transactions along.

Presenters
Gail E. King
Senior Vice President - Torrey Pines Bank
Gail E. King is a Senior Vice President, Juris Banking Manager and Commercial Lending Officer and works from the Carmel Valley Office. Ms. King has been with Torrey PinesBank since 2003. Ms. King’s banking experience has emphasized business...More
Joel R. Bryant
Joel Bryant is a trial lawyer with more than 25 years of legal experience and is a founding partner of Green Bryant & French, LLP, with offices in San Diego and Riverside County. Joel is recognized as one of San Diego’s top litigation attorneys...More
Kris Boazzo
Assistant Vice President, Treasury Management Sales at Torrey Pines Bank.
Originally Published
October 6, 2016

Program Titles and Supporting Materials
This program contains the following components:
  1. Banking: An Insider’s Guide to Getting What You Need - Video
  2. Banking: An Insider’s Guide to Getting What You Need - Handout

How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

 Click on jurisdiction for specific details  
CA


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