Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Thursday, June 6, 2024

  • 2:00 – 3:00 pm (Eastern Time)

  • 1:00 – 2:00 pm (Central Time)

  • 12:00 – 1:00 pm (Mountain Time)

  • 11:00 – 12:00 pm (Pacific Time)


Authorizing another individual to access their account is a necessary and convenient thing for many of our accountholders. 

  • But is there a limit to their powers? 
  • What happens when our accountholder becomes incapacitated? 
  • What if we suspect a POA is taking advantage of an elder accountholder?
  • Can a named-deputy on safe deposit box access and remove items from the box without the owner’s permission? 

In this banking webinar, we will discuss the benefits your accountholders may find in adding a power of attorney, authorized signer or deputy to their accounts. We also highlight red flags your staff should be aware of to protect your accountholders from common scams.


Compliance Consultant - Brode Consulting Services Dawn Kincaid

Dawn began her banking career working for a community bank, while attending The Ohio State University. She has nearly fifteen years of experience in client service, operations, information technology, administrative and board relations, marketing and compliance. Most recently Dawn served as the Senior Vice President of Bank Operations for a central-Ohio based community bank, where she created and refined the bank’s policies and procedures, conducted self-audits and risk assessments, and organized implementation of new products and services. She has served in the roles of Compliance, BSA/AML, CRA, Privacy and Security Officer and led training initiatives, prepared due diligence information for and completed a variety of regulatory applications and coordinated internal and external audits and exams.


1.0 CPE Credits