Wednesday, May 26, 2021
9:00 - 10:30 a.m.

Credit unions deal with a multitude of legal documents that can order you to produce confidential customer information, hold member funds, and seize property.  Join us for an interactive workshop to learn the legal differences and best practices when processing these documents.  Learn the necessary steps to properly respond to these legal documents, including identifying the information that can and can’t be disclosed, determining when the accountholder must be notified, and much more.