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Mary Beth Guard

Mary Beth Guard is one of the four co-founders of BankersOnline and is now Editor Emeritus, after more than 16 years of serving as Executive Editor. She was instrumental in the creation and expansion of BankersOnline, as well as the launch more than a decade ago of BOL Conferences, Inc. and its continued operation and growth. Mary Beth is also the director of BankCompliance.com, the premier subscription-based compliance service now being offered online. Also, Mary Beth serves as CEO of Glia Group, Inc., which produces BOL Learning Connect. For more than three decades, Mary Beth has utilized her background as an attorney to focus on banking industry issues, first as general counsel for the Oklahoma State Banking Department, then as general counsel for the Oklahoma Bankers Association, prior to her work with BankersOnline.

Mary Beth has presented training programs for virtually every major national financial industry association, as well as more than a dozen state bankers associations and a host of other organizations. She is a frequent presenter of webinars and seminars. In addition, Mary Beth has written more than a thousand banking-related articles and is BOL Guru #1.

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On-Demand Training Featuring This Presenter

Recorded on November 06, 2018
 

Common Issues and Errors with Living Trust Accounts

Recorded on October 30, 2018
 

Offloading Undesirable Customers

Offloading Undesirable Customers

Rude, obnoxious customers -- who needs them?! Customers who are so high maintenance that maintaining their accounts is a bad business decision -- why do you want them?

Recorded on September 18, 2018
 

Safely Banking Minors

Safely Banking Minors

When a customer wants to add his kid as a joint owner or POD beneficiary, what’s the best course of action? If you open an account for someone who is a minor, can you enforce the deposit account agreement?

Recorded on August 21, 2018
 

Insider's Guide to Operations Procedures

Recorded on July 31, 2018
 

Analyzing and Accepting Powers of Attorney

Analyzing and Accepting Powers of Attorney

If you groan when someone walks into the bank with a power of attorney, it’s likely your discomfort stems from uncertainty about what to look for and what to do with this type of legal document.

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