Briefings Calendar

By Topic  |  Keep Me Informed

Briefings include streaming audio over the Internet so all you need is a computer and a pad of paper. (Audio over the telephone can be provided as an alternative.) Please check back often; new briefings are always being added.

December 2014​

Dec 16 Compliance/Risk
Managing 2015 Compliance Priorities
Dec 18 Mortgage
Loan Originator Compensation

January 2015

Jan 8 Wealth Management/Trust
Is Your Portfolio Truly Global?
Jan 13 Cybersecurity/Fraud
Cyber Risk Oversight
Jan 29 Compliance/Risk
Dude – Where's My Bank? Issues in Banking the Marijuana Industry (Registration Information Available Soon)

February 2015

Feb 5 Wealth Management/Trust
Hot Button Tax Issues for the IRS

March 2015

Mar 5 Wealth Management/Trust
Ethical Challenges for Trust Professionals

April 2015

Apr 2 Wealth Management/Trust
Show Me the Money: The Focus of States on Tax Revenues and Its Impact on Estate Planning
Apr 21 Wealth Management/Trust
Economics, Government Policies, and Investment Strategy

May 2015

May 7 Wealth Management/Trust
Fiduciary Litigation Roundtable

June 2015

June 4 Wealth Management/Trust
Critical Concepts in Understanding Community Property vs. Common Law


Jul 9 Wealth Management/Trust
Are Rising Interest Rates Good or Bad for the Economy, Savers, and Investors

September 2015

Sep 3 Wealth Management/Trust
A Primer on Decanting

October 2015

Oct 1 Wealth Management/Trust
Choose Your Weapon: The Advantages and Disadvantages of Corporations (C and S), LPs and LLCs
Oct 20 Wealth Management/Trust
Behavioral Finance: Are Fear and Greed Driving Investors' Decisions?

November 2015

Nov 5 Wealth Management/Trust
The Alphabet Soup of Planning and Trust Acronyms and Service Marks

December 2015

Dec 3 Wealth Management/Trust
Recent Developments in Estate and Trust Administration

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Program Questions? Please contact Linda Shepard / Cari Hearn.