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What's New?

In-House Webcasts/Telephone Programs

We will begin offering in-house webcasts to financial institutions by telephone and computer. Any of our topics can be broken down into smaller segments. All materials will be sent by e-mail and produced by the financial institution. Suggested topics:

BSA Frontline
BSA for the Board
BSA for Your Officers
Opening Personal Accounts
Opening Minor Accounts
Opening Business Accounts
Opening Fiduciary Accounts
IRA Before Basics
IRA Basics
CTRs, Endorsements
Regulation E
Regulation D & DD
Regulation CC
How to prepare for a compliance and fair lending exam
How to avoid fair lending pitfalls
Basic lending disclosures
CRA & Fair lending
Privacy policy & Safeguarding customer information
Flood insurance issues 

Time: Approximately 2 hours. Includes 2 15-minute question breaks.

Call 1 (800) 354-3051 for pricing.  

About our Company

Our company is a Baton Rouge, LA based firm specializing in seminars and educational materials for financial institutions. Recognized nationally as a source of information for the deposit side of financial institutions, we provide seminars and education materials for tellers, new accounts, IRAs, deposit compliance and federal regulations that affect the deposit side of the banking and credit union industry. We work with associations and leagues around the country to provide up-to-date compliance and regulatory information that impacts our industry.

About our Seminars

Our seminars are taught in many states and include up-to-date training materials to assist front-line staff as well as other personnel to effectively handle customers and members while complying with legal and regulatory requirements.

About our Instructors

Deborah Crawford-President (Compliance)
Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 20+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has a Bachelors and Masters degrees from Louisiana State University.

Susan Costonis, Vice President (Lending)
Susan Costonis is a trainer and consultant for gettechnical inc. She specializes in compliance management along with deposit and lending regulatory training. Her 28+ year career in banking and training began with 20 years at First National Bank in Fort Collins, CO. Susan has been a bank compliance consultant or compliance officer in Louisiana since 1998. She is a Certified Regulatory Compliance Manager and completed the ABA Graduate Compliance School. Susan also graduated from the University of Akron with a B.S. and from the Graduate Banking School of the University of Colorado.

About our Education Materials

Our seminar materials are available for sale even if you do not attend the seminars. The materials are a helpful reference guide for opening accounts, IRAs, Customer Identification Programs, and much, much more. Please shop in our bookstore for more specific information.

Other Informational Links
Louisiana Bankers Association
Mississippi Bankers Association
Indiana Bankers Association
Texas Bankers Association
Arkansas Bankers Association
Texas Credit Union League
Louisiana Credit Union League
Mississippi Credit Union League

 
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