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.

October 2015

Oct 8 Compliance/Risk
Flood Compliance: Implementation of the Final Rule
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
Nov 17 Payments/Cybersecurity
Implementing Same Day ACH: Will You Be Ready?  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

February 2016

Feb 4 Wealth Management/Trust
The New Paradigm in Trusts and Estates Valuation

March 2016

Mar 3 Wealth Management/Trust
Uniform Fiduciary Access to Digital Assets Act (UFADAA) and Digital Assets

April 2016

Apr 7 Wealth Management/Trust
Life Insurance in a 21st Century Estate Plan

May 2016

May 5 Wealth Management/Trust
Fiduciary Litigation Roundtable

June 2016

Jun 2 Wealth Management/Trust
Charitable Tales from the Crypt

September 2016

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

October 2016

Oct 6 Wealth Management/Trust
Are You a Fiduciary?

November 2016

Nov 3 Wealth Management/Trust
Twenty Steps to Avoid Fiduciary Litigation

December 2016

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


Program Questions? Please contact Linda Shepard / Cari Hearn.