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.

August 2017

Aug 22 Compliance/Risk
New HMDA Reporting Requirements: Effective January 1, 2018
Aug 29 Compliance/Risk
Redlining is Red Hot

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? 
Sep 21 Mortgage
TRID 2.0: Understand and Implement (Information available soon)

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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