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.

February 2016

Feb 17 Compliance/Risk
Top Risks for Banks in 2016
Feb 18 Compliance/Risk
Credit Bureau Reporting Auditing - Part 2
Feb 25 Retail Banking/Marketing
Social Media Measurement: From Start to Advanced Analysis and Board Reports

March 2016

Mar 2 Retail Banking/Marketing
Building Bench Strength in Business and Commercial Banking NEW Date!
Mar 3 Wealth Management/Trust
Uniform Fiduciary Access to Digital Assets Act (UFADAA) and Digital Assets
Mar 8 Wealth Management/Trust
2016 Overlook: Economics, Capital Markets and Investment Strategies
Mar 24 Compliance/Risk
Understanding FinTech and Equipping Compliance Professionals to Become Part of the Solution

April 2016

Apr 7 Wealth Management/Trust
The New Paradigm in Trusts and Estates Valuation NEW Date!
Apr 14 Compliance/Risk
Changing the Culture and Learning to Adapt within this Changing FinTech Environment

May 2016

May 5 Wealth Management/Trust
Fiduciary Litigation Roundtable
May 18 Retail Banking/Marketing
Social Media Guidance and Compliance Update

June 2016

Jun 2 Wealth Management/Trust
Charitable Tales from the Crypt
Jun 14 Corporate Trust
Document Review and Critical Issues for Corporate Trustees
(Information available soon)
Jun 28 Wealth Management/Trust
Divergent Central Bank Activity: Current Policies and Their Impact 

July 2016

Jul 28 Retail Banking/Marketing
How to Plan a Comprehensive Employee Training Program for Social Media

September 2016

Sep 8 Wealth Management/Trust
Issues with Art and Other Collectibles in the Administration of Trusts and Estates

October 2016

Oct 5 Corporate Trust
Risk Management Update for Corporate Trustees
(Information available soon)
Oct 6 Wealth Management/Trust
Are You a Fiduciary?
Oct 12 Wealth Management/Trust
Behaviorial Finance and Fiduciary Discipline 

November 2016

Nov 3 Wealth Management/Trust
Twenty Steps to Avoid Fiduciary Litigation
Nov 16 Retail Banking/Marketing
Trends in Social Media: Cybersecurity, Fraud and Risk Management

December 2016

Dec 1 Wealth Management/Trust
Recent Developments in Estate and Trust Administration

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Program Questions? Please contact Linda Shepard / Cari Hearn.