The ABC's of Individual Taxpayer ID Numbers
Attend this webinar live on May 15, 2008 Access this archived webinar
please read Archive Webinar Overview below before accessing
Access available May 15–November 15, 2008
Tuition: $219 for the archive webinar (live webinar not included)
ABOUT THIS ARCHIVE WEBINAR
Discover the procedures to follow to ensure the ITIN applications you submit can be processed timely. Through this webinar, you will also walk through the procedure and talk about the roles and responsibilities of an acceptance agent. Then discuss policies and procedures for a successful program, time management issues, and working through problems.
Through this webinar you will get a hands on look at credit union operational issues - opening new accounts with ITINs and how best to serve the needs of these members.
WHO SHOULD ATTEND
This webinar is beneficial for any credit union interested in understanding the ITIN Process and developing a successful program.
Affiliation with CUNA/League is required for attendance.
INSTRUCTORS
Sharon Bradley
Senior Policy Analyst, ITIN Program Office, Internal Revenue Service
Sandell McLaughlin
Sandell is the community development director for Community Trust Credit Union in Modesto, California. She writes and administrates grants for the credit union, and coordinates initiatives that connect community-based organizations and non-profit agencies with the credit union's focus; to bring financial education, programs, products, and services to the traditionally underserved, low-income, unbanked Hispanic population in the Central Valley.
She has been a certifying acceptance agent for the IRS since 2003 and successfully assisted over 150 individuals through the ITIN application process.
ARCHIVE WEBINAR OVERVIEW
Archived CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Viewing a archived webinar will enable you to see and hear a presentation, questions of the instructor, and refer to handouts. You need only a computer with an Internet connection and speakers. If you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!
Use our 90- to 120-minute archived webinars as part of a full day of training by gaining knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.
A single session archived webinar will be made available usually within 48 hours of the live event and a two session archived webinar will be made available within 48 hours of the conclusion of the second session. By registering for this archived webinar, you will receive unlimited access until the end date listed above. No access to this archived webinar is provided after the end date listed above.
CANCELLATIONS
The last day for cancellations was May 14, 2008. Substitutions are accepted anytime prior to May 15, 2008 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.
|
