Working with Caregivers & Fiduciaries: Do’s & Don’ts

In this webinar, we will review the general do’s and don’ts when working with powers of attorney, guardianships, trustees and designated payees for government benefits.

On October 29, the Consumer Financial Protection Bureau (CFPB) released four guides for those charged with handling money on another’s behalf. The guides — which cover powers of attorney, court-appointed guardianship, trusteeship and designated payees for government benefits — outline responsibilities of those who handle the affairs of the millions of elderly Americans who use the assistance of a financial representative.  You will receive tips and guidelines to help your institution work towards better understanding each of these roles and what it entails to work on behalf of another person.


  • What the federal government considers the best behavior and practice on each role.
  • What is a guardian and what can he or she do or not do?
  • What is a power of attorney and what can the attorney-in-fact do and not do?
  • What are the responsibilities for those who handle the affairs of millions of Americans like SSI and Social Security?
  • How each duty is to act in the best interest of the one he or she serves?
  • Elder abuse and our role in preventing it


New accounts, customer service representatives, branch administration, compliance officers, security officers, bank counsel, branch managers, tellers and anyone who works with customers.


Deborah Crawford is the President of gettechnical inc, a Baton Rouge-based firm, specializing in the education of financial institutions across the nation.  Her 27+ years of experience began at Hibernia National Bank in New Orleans.  She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Debbie specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours CRCM/CFSSP 


Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

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