Building the Perfect
Bond Claim:  Coverage,
Filing & What to Do
If Your Claim is Denied

WEBINAR OR ON-DEMAND WEB LINK
(LINK INCLUDES FREE CD ROM)


Tuesday,
May 8
, 2012

12:00 pm - 1:30 pm PT
1:00 pm - 2:30 pm MT
2:00 pm - 3:30 pm CT
3:00 pm - 4:30 pm ET

Meet the Presenter

David A. Reed, JD,
Reed and Jolly, PLLC

CLICK HERE TO LEARN MORE ABOUT YOUR REGISTRATION OPTIONS

From your least-experienced teller to your most-seasoned volunteer, everyone in a credit union relies on the bond coverage for their peace of mind.  But the days of calling your bond carrier and having them hold your hand through the bond submission process are over!  While bond coverage is still an essential element of credit union risk management strategy, you need to have a comprehensive bond strategy to achieve success in our current environment.  Join this innovative webinar to gain insight on the subject of bond coverage, claim presentation, and advocacy.

HIGHLIGHTS050812cu.jpg

  • Understanding risk transfer options
  • Your credit union’s risk profile
  • Institutionalizing your bond review
  • Researching and recording a claim
  • Submitting the bond claim
  • Effective claim advocacy
  • Reviewing claim denial options

WHO SHOULD ATTEND?

This informative session will be useful for CEOs, CFOs, lending executives, accounting managers, card managers, collections managers, risk managers, compliance managers, IT executives, HR, and internal auditors.