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.

July 2015

Jul 9 Wealth Management/Trust
Are Rising Interest Rates Good or Bad for the Economy, Savers, and Investors
Jul 16 Compliance/Risk
Complaints Management 2.0: You Have the Program, Now How Do You Optimize It?
Jul 23 Retail/Marketing
What You Need to Know About Training Employees on Social Media 
Jul 30 Compliance/Risk
New Federal Overtime Exemption Regulations -- Significant Issues for Banking Industry

August 2015

Aug 5 Compliance/Risk
High Volatility Commercial Real Estate: Valuation Considerations and Complexities
Aug 6 Compliance/Risk
Escrow Extravaganza (Information will be available soon)
Aug 20 Compliance/Risk
Fair Lending Update New Date!
Aug 27 Compliance/Risk
Avoiding "OOPS" in Your Overdraft Protection Report (Information will be available soon)

September 2015

Sep 3 Wealth Management/Trust
A Primer on Decanting
Sep 10 Corporate Trust
Risk Management Issues: What Keeps Corporate Trustees Up at Night?
Sep 15 Compliance/Risk
Credit Bureau Reporting (Information will be available soon)
Sep 24 Compliance/Risk
Operational Risk: How Do You Develop a Strong Operational Risk Program and Make It Effectively Intersect with Compliance?

October 2015

Oct 1 Wealth Management/Trust
Choose Your Weapon: The Advantages and Disadvantages of Corporations (C and S), LPs and LLCs
Oct 15 Compliance/Risk
Third Party Management: One Size Does Not Fit All
Oct 20 Wealth Management/Trust
Behavioral Finance: Are Fear and Greed Driving Investors' Decisions?
Oct 22 Retail/Marketing
Get Ready. Social Media Is Evolving From a Marketing Tool to a Corporate Tool

November 2015

Nov 5 Wealth Management/Trust
The Alphabet Soup of Planning and Trust Acronyms and Service Marks
Nov 12 Compliance/Risk
Developing a Culture of Compliance New Date!

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

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Program Questions? Please contact Linda Shepard / Cari Hearn.