IMPACTFUL TECHNICAL TRAINING
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Matthew (Matt) Dickinson
JMConsultants, President/CEO
FINANCIAL INDUSTRY EDUCATOR
“Entrepreneur - Business Executive - Proven Leader
In 2024, Matt Dickinson purchased Training Resources Consulting, LLC from Suzie Jones. Like Suzie, Matt is passionate about sharing technical knowledge and lessons learned to promote excellence in the workplace. He has a reputation for being high-energy with a unique ability to take technical information and make it interesting and applicable. He partners nationally with individual banks, credit unions, and 18 state banking associations. He specializes not only in new account training but also in IRAs and HSAs.”
New Accounts Training - Customized To State Law
IN-HOUSE OPENING NEW ACCOUNTS DOCUMENTATION AND COMPLIANCE SEMINAR
With over 20 years of financial industry experience, Matt provides high-energy, informative, and detailed state-specific new account training. His real-life examples make the sessions fun and bring the material to life! This training, which focuses on account documentation and managing risk when opening new accounts, has impacted hundreds of financial organizations and thousands of financial professionals. Matt works nationally with individual banks, credit unions, and eighteen state banking associations.
NEW ACCOUNT DOCUMENTATION AND COMPLIANCE MANUALS ARE AVAILABLE
Training Resources Consulting, LLC’s 225+ page state-law specific training manual has become known as the “technical reference handbook” and an invaluable resource to thousands of new account professionals across the country. The following state-specific manuals are available for purchase for $250.00 (discounts are available for large orders): AR, GA, ID, IN, MI, MT, ND, NE, OK, OR, SD, TN, TX, WA, WV, and WY. Please use the ORDER MANUAL tab below to order.
WEB-BASED NEW ACCOUNT DOCUMENTATION AND COMPLIANCE TRAINING
Training Resources Consulting, LLC provides a comprehensive six-hour web-based New Account Seminar broken down into three two-hour sessions. The pre-recorded and live training on New Accounts Documentation and Compliance series is offered through the national firm OnCourse Learning (OCL). The three-part series includes (1) Business Account Documentation and Complex Scenarios, (2) Personal Accounts and Power of Attorney, and (3) Trust, Fiduciary, Minor, and Estate Accounts. Each two-hour session can be purchased separately or as a package. Although this new account training is not state-law specific - it provides comprehensive risk-based training and guidance for new account representatives, bank trainers, new account managers, and compliance staff. The training includes a PDF of the instructor’s detailed PowerPoint slides. For information regarding the purchase of the training webinars or upcoming live dates, contact OCL directly at OnCourseLearning.com or Jared Cummings at jcummings@oncourselearning.com / 800-831-0678.