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.

June 2017

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 18 Compliance/Risk
10 Things You Need to Do to Get Ready for Small Business Fair Lending Exams
Jul 20
CFPB Amendments Related to Servicing Borrowers in Bankruptcy

August 2017

Aug 10 Wealth Management/Trust
IRAs: Beyond the DOL Fiduciary Rule 

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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