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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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Recorded on August 23, 2017
 

Bank Accounts for Babies, Kids, Teens

Bank Accounts for Babies, Kids, Teens

Why mess with accounts for minors? Boys and girls who are minors today may grow up to be valued customers of your bank in the future. Establishing a relationship with them at an early age may win their loyalty.

Recorded on June 21, 2017
 

So, your customer has a trust!

So, your customer has a trust!

Many CSRs cringe when their deposit account customers say “We’ve got a trust now and we want to put our accounts into it” or “I want to open an account in my trust’s name.” Add in successor trustee issues, amendments, revocations, and customers who

Recorded on November 16, 2016
 

So you got a subpoena!

So you got a subpoena!

Subpoena? Don’t freak out! When you receive a subpoena or other legal process, you need to methodically move through a framework for analysis that will aid you in determining what you need to do and how to do it.

Recorded on October 04, 2016
 

Check handling for tellers

Check handling for tellers

The teller line is the frontline of defense in the battle against a host of check-related losses. Specialized knowledge is required to correctly handle check-based deposits, split deposits, and check cashing.

Recorded on September 23, 2016
 

Opening Accounts for Minors

Opening Accounts for Minors

Why mess with accounts for minors? Boys and girls who are minors today may grow up to be valued customers of your bank in the future. Establishing a relationship with them at an early age may win their loyalty.

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