The ABC's of Individual Taxpayer ID Numbers
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
May 15, 2008
2:00–3:30 p.m. Central Time
(3:00–4:30 p.m. EDT, 1:00–2:30 p.m. MDT, 12:00–1:30 p.m. PDT — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (archive webinar not included)
ABOUT THIS 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.
For more program content information, call 800-356-9655, ext. 4249 or e-mail elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.
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.
WEBINAR OVERVIEW
CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Just like in face-to-face classes, students see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. And if you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!
Use our webinars as part of a full day of training. Gain knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.
CUNA Webinars use WebEx to provide an interactive and convenient online learning environment. Whether you are a first time WebEx user, or simply need a refresher, take a short tour of WebEx to help you get the most from CUNA Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.
FREE PUBLICATIONS
Try one of these publications free when you register for this program!
- Credit Union Magazine (6 months free!)
- Directors Newsletter (6 months free!)
Find out more about these publications
CANCELLATIONS
The last day for cancellations was May 7, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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