Briefings Calendar

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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.

November 2015

Nov 19 Wealth Management/Trust
ABA/FIRMA The Future of Wealth Management

December 2015

Dec 3 Wealth Management/Trust
Recent Developments in Estate and Trust Administration
Dec 10 Compliance/Risk
Developing an Effective First Line of Defense
Dec 15 Corporate Trust
Document Year-end Review of Critical Issues Facing Corporate Trust
Dec 15 Compliance/Risk
Managing 2016 Compliance Priorities

January 2016

Jan 13 Retail Banking/Marketing
Building Bench Strength in Business and Commercial Banking

February 2016

Feb 4 Wealth Management/Trust
The New Paradigm in Trusts and Estates Valuation
Feb 9 Corporate Trust
Municipal Securities Rulemaking Board (MSRB) Update and Global TrusteeIssues
(Information available soon)

March 2016

Mar 3 Wealth Management/Trust
Uniform Fiduciary Access to Digital Assets Act (UFADAA) and Digital Assets

April 2016

Apr 7 Wealth Management/Trust
Life Insurance in a 21st Century Estate Plan

May 2016

May 5 Wealth Management/Trust
Fiduciary Litigation Roundtable

June 2016

Jun 2 Wealth Management/Trust
Charitable Tales from the Crypt
Jun 8 Corporate Trust
Document Review and Critical Issues for Corporate Trustees
(Information available soon)

September 2016

Sep 8 Wealth Management/Trust
Issues with Art and Other Collectibles in the Administration of Trusts and Estates

October 2016

Oct 5 Corporate Trust
Risk Management Update for Corporate Trustees
(Information available soon)
Oct 6 Wealth Management/Trust
Are You a Fiduciary?

November 2016

Nov 3 Wealth Management/Trust
Twenty Steps to Avoid Fiduciary Litigation

December 2016

Dec 1 Wealth Management/Trust
Recent Developments in Estate and Trust Administration


Program Questions? Please contact Linda Shepard / Cari Hearn.