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.

February 2017

Feb 23 Compliance/Risk
The New HMDA Rules: Implementing Data Collection and Submission Requirements

March 2017

Mar 2 Wealth Management/Trust
The Section 2704 Valuation Rules and their Impact on Advanced Estate Planning Techniques
Mar 14 Corporate Trust
MSRB EMMA Update and Important Case Law Update on the Marblegate Decision Impacting Corporate Trustees
Mar 23 Compliance/Risk
Effective Management of Sanctions Programs in 2017
Mar 29 Compliance/Risk
Complaint Management Programs: New Challenges and Solutions
(Information available soon.)
Mar 30 Compliance/Risk
Part 1 - Reg E Productds and Services
Auditing the EFTA and Regulation E Labyrinth
(Information available soon.)

April 2017

Apr 6 Wealth Management/Trust
Trustee Liability for Investments -- A Review of the Current State of the Prudent Investor Rule; Delegation; and Direction
Apr 13 Compliance/Risk
Part 2 - Reg E Errors and Disputed Transactions
Auditing the EFTA and Regulation E Labyrinth
(Information available soon.)
Apr 20 Wealth Management/Trust
Challenging Ethical Times: Fiduciary vs. Suitability 
Apr 27 Compliance/Risk
Part 3 - Reg E Potpourri
Auditing the EFTA and Regulation E Labyrinth
(Information available soon.)

May 2017

May 4 Wealth Management/Trust
Fiduciary Litigation Roundtable 

June 2017

Jun 1 Wealth Management/Trust
Planning in Illiquid Estates 
Jun 27 Corporate Trust
Document Review and New Documentation Issues Confronting Corporate Trustees

September 2017

Sep 7 Wealth Management/Trust
Retirement Benefits 
Sep 12 Corporate Trust
Risk Management Issues and Current Risk Challenges Facing Corporate Trustees
Sep 14 Wealth Management/Trust
Robo-Advisors -- What Do They Mean for the Wealth Industry? 

October 2017

Oct 5 Wealth Management/Trust
A New Look at Distribution Standards

November 2017

Nov 2 Wealth Management/Trust
Planning for the Elderly. What Can and Should Be Done for an Increasingly Aging Population 

December 2017

Dec 7 Wealth Management/Trust
Recent Developments in Estate and Trust Administration 


Program Questions? Please contact Linda Shepard / Cari Hearn.


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