FIPCO Software & Compliance Forum - Deposit
$199 per person
Glacier Canyon Lodge at the Wilderness
45 Hillman Road
Wisconsin Dells, WI 53965
8 a.m. - 3:30 p.m.
- Health Savings Accounts: The New Opportunity
If your organization isn’t offering Health Savings Accounts (HSAs), you will want to consider adding this option to your product suite. As employers look for ways to lower their healthcare premiums and expenditures, and individuals begin to take advantage of these tax-favored accounts, HSAs are continuing to see record growth. Learn why these accounts are taking off and how your organization can take advantage of this exciting opportunity with a new product for both your business banking clients and your individual customers.
- What Everyone Ought to Know About Compliance Concierge and Account Opening and Account Maintenance
Discover what’s new while walking through recent modifications and enhancements; learn what new reports and interfaces are available; and view techniques to retrieve existing customers and accounts. Watch as the experts demonstrate how the Account Maintenance module is designed to generate blank forms, with and without customer information; enter new or update existing client records; and generate TISA disclosures for inquiry purposes and CD Renewal Disclosures. See into the future and provide feedback on upcoming enhancements and functionality. This session is for everyone whether you are new to the software or have used it for some time.
Discover what’s new to system parameters including new User Reports, and watch as the experts cover areas of frequently asked questions, such as Regulation E and Truth-in-Savings Disclosure framework.
- Open Forum - Software Committee Members
Led by FIPCO Software User Committee members, this is your opportunity to ask questions, share ideas, and discuss processes with your colleagues. Participate in discussions regarding enhancements, updates, and publications.
Year after year this session is one of the highlights of the forum. Get answers to deposit-related questions from WBA legal and FIPCO experts. Please submit your questions early, either on the registration form or present them to a staff member.
Click here for a complete agenda and to Register!