How to Deal: New Beneficial Ownership Rule


With the new beneficial ownership rule, being on top of the changes to the rule can become burdensome and confusing, and bankers need an efficient way to deal with these continuously changing regulations. In this WiBinar, attendees will learn about best practices for collecting and storing data to ensure regulatory compliance for the beneficial ownership rule and more. Identify the most effective ways to collect, monitor, and maintain accurate and compliant customer information

To request playback, email Montana Townsend at

Learning Objectives

  • Discover new processes that banks can put in place to collect, monitor, and store data at the lowest cost
  • Explore technology that complies with BO rules and other regulatory restrictions
  • Learn how to effectively manage organizational teams, grow the institution, and cut data collection costs while staying compliant


Bryan Adler
Co-Founder & CEO

Bryan Adler is the co-founder and CEO of Vetter, an online loan application platform empowering community financial institutions to increase their loan volume, easily manage deal flow, and stay compliant.

His focus and passion are centered on the macro and practical dynamics of the lending industry across the United States. Prior to founding Vetter, Bryan spent two years at Dreamit Ventures, a leading early-stage enterprise-focused venture capital firm, as an investment team member. Prior to Dreamit Ventures, Bryan was at UBS Investment Bank where he advised financial technology companies and community banks.

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar

This WiBinar is ideal for

Chief Information Officer, Chief Technology Officer, Compliance Officer, BSA Officer, Auditor