Briefings/Webcasts Calendar

By Topic  |  Keep Me Informed

Briefings/Webcasts 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.

August 2014

Aug 5 Wealth Management/Trust
IRS Trustee Fee Unbundling Rule: Will You Be in Compliance?
Aug 7 Retail Banking/Marketing
Making Sense of Mobile Wallets and Mobile Payments
Aug 19 Compliance/Risk Management
Fair Lending War Stories 
Aug 21 Wealth Management/Trust
ABA/FIRMA Top 10 Risks in Wealth Portfolio Management

September 2014

Sep 4 Wealth Management/Trust
Charitable Planning Tax Strategies
Sep 10 Corporate Trust
Current Risk Management Issues and Regulatory Focus for Corporate Trustees
Sep 11 Wealth Management/Trust
What Are Investors Really Looking For?
Sep 23 Wealth Management/Trust
Implications of Saving, Investing and Future Policy Changes on Today’s Affluent Investor
Sep 23 Mortgage

October 2014

Oct 2 Wealth Management/Trust
Is Your Institution's Bureaucracy Costing You Clients?
Oct 15 Mortgage
Mortgage Loan Servicing - Part 1

November 2014

Nov 6 Wealth Management/Trust
Ticking Time Bombs in the GST Tax
Nov 13 Mortgage
Mortgage Loan Servicing - Part 2

December 2014

Dec 3 Corporate Trust
Litigation, Bankruptcy and Year-end Critical Issues Updates for Corporate Trustees (Coming Soon)
Dec 4 Wealth Management/Trust
Recent Developments in Estate and Trust Administration
Dec 18 Mortgage
Loan Originator Compensation


Program Questions? Please contact Linda Shepard / Cari Hearn.