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.

May 2016

May 26 Compliance/Risk
Military Lending Act: A Regulation for All Banks

June 2016

Jun 2 Wealth Management/Trust
Charitable Tales from the Crypt
Jun 14 Corporate Trust
Document Review and Critical Issues for Corporate Trustees
Jun 16 Compliance/Risk
The Final Overtime Rule is Here: What You Need to Know
Jun 21 Compliance/Risk
314(b) Collaborative Investigations: A Strong Force Multiplier to Combat a Broad Spectrum of Specified Unlawful Activities (SUAs)
Jun 28 Wealth Management/Trust
Divergent Central Bank Activity: Current Policies and Their Impact
Jun 29 Mortgage
Regulatory Hot Spots in Mortgage Origination and Servicing
(Information available soon)

July 2016

Jul 19 Compliance/Risk
Applying Data Analysis to Anti-Money Laundering
(Information available soon)
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
Sep 20 Compliance/Risk
Ten Points Regulators Will Be Looking for at Your Next Exam
(Information available soon)

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


Program Questions? Please contact Linda Shepard / Cari Hearn.