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.

January 2017

Jan 26 Compliance/Risk
Managing Emerging Anti-Money Laundering Risk in the Age of Digital Disruption
Jan 31 Compliance/Risk
CFPB Prepaid Accounts Rule

February 2017

Feb 1
Accounting/Compliance/Risk
CECL Expert Q&A
Feb 2 Wealth Management/Trust
Current State of Asset Protection

March 2017

Mar 2 Wealth Management/Trust
The Section 2704 Valuation Rules and their Impact on Advanced Estate Planning Techniques
Mar 14 Corporate Trust
Municipal Securities Rulemaking Board (MSRB) EMMA Update and Rule Updates for Corporate Trustees

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

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

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 

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Program Questions? Please contact Linda Shepard / Cari Hearn.

 

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