Webinar: Sweep Accounts 101: From Basics to Benefits
June 1, 2026 11:00 am - 12:30 pm
Discover how sweep accounts turn idle balances into strategic assets while maintaining compliance and protecting client relationships.
Sweep accounts serve as a valuable tool for optimizing liquidity and maximizing returns, but they also bring important regulatory, risk, and insurance considerations. This in-depth webinar will explain how sweep accounts operate, outline the most common types used by financial institutions, and review key compliance expectations. Gain clarity on how to communicate benefits and limitations to clients and how to manage operational risks effectively.
KEY WEBINAR TAKEAWAYS
- Benefits and risks of sweep accounts from the consumer and financial institution’s perspective
- Deposit account insurance as it relates to sweep products
- Regulatory expectations including annual disclosure requirements
BONUS MATERIALS
- Reference list
WEBINAR DETAILS
Sweep accounts are a key tool for helping clients manage liquidity, but they also come with rules and risks. Join us for an informative webinar designed to equip you with the knowledge to confidently explain how sweep accounts work, the different types commonly offered by financial institutions, and what you need to know about deposit account insurance, risks, and regulatory requirements. Whether you are in retail banking, cash management, lending, or operations, understanding sweep accounts is essential if your institution offers this product or is looking to expand product offerings.
WHO SHOULD ATTEND?
- Deposit operations
- Commercial lending
- Cash management/treasury department
- Compliance and risk officers
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: Molly Stull, Brode Consulting Services, Inc.
Molly launched her banking career as a teller while earning her undergraduate degree—an unexpected start that sparked a lifelong journey in the financial industry. Over the years, she’s held leadership roles, guided de novo institutions from inception, and helped organizations navigate enforcement actions. Since 2015, Molly has energized banks, credit unions, associations, and state leagues nationwide with dynamic training sessions. She also provides regulatory compliance reviews and BSA/AML audits with a practical, solutions-focused approach. Molly believes that when employees understand the “why” behind processes, they execute with precision and purpose. She holds a bachelor’s degree from the University of Akron and an MBA from Ashland University.