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.

May 2017

May 31 Compliance/Risk
Immunizing Your Portfolio from Interest Rate Risk 

June 2017

Jun 1 Wealth Management/Trust
Planning in Illiquid Estates 
Jun 15 Corporate Trust
Document Review and New Documentation Issues Confronting Corporate Trustees
June 21 Compliance/Risk
Managing Model Risk in Dynamic Markets
Jun 22
CFPB Amendments Related to Successors in Interest

July 2017

Jul 11 Compliance/Risk
CRA – How Much Is Enough?
Jul 13 Compliance/Risk
Account Takeover Fraud—The Ever Present Threat
Jul 20
CFPB Amendments Related to Servicing Borrowers in Bankruptcy

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
Oct 19 Compliance/Risk
The Looming Cyber Threat to Financial Institutions

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 5 Compliance/Risk
Card Fraud—It is a Jungle Out There 
Dec 7 Wealth Management/Trust
Recent Developments in Estate and Trust Administration 


Program Questions? Please contact Linda Shepard / Cari Hearn.


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