10 HSA Challenges and Mistakes that Banks and CUs Make

Jul 16, 2018 12:00pm -
Jul 16, 2018 01:30pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

HSAs, or Health Savings Accounts, are one of the fastest growing products currently offered by financial organizations. Whether your organization already offers Health Savings Accounts or is just thinking about it, join us as we discuss the Top 10 HSA issues revolving around these increasingly popular accounts.

Covered Topics:

  • Implications of Affordable Care Act repeal
  • Mistaken distributions
  • Prohibited transactions
  • HSA Debit Cards – rewards and incentives
  • Handling fraud
  • Tracking HSA owner coverage limits
  • Using HSA for retirement

Who Should Attend

Bank Compliance, Business and Commercial Banking, Legal, Regulatory Compliance, Retail and Branch Banking.


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Category:NE Region Meeting
Early registration ends on May 03, 2018.
Regular registration starts on May 04, 2018 and ends on Jan 15, 2019.
Late registration starts on Jan 16, 2019.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00