Briefings Calendar

By Topic  |  FAQs  |  Keep Me Informed  |  Submit a Topic​

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 2015

May 27 Payments/Cybersecurity
Fighting Fraud in the ACH Network
May 28 Mortgage
TILA-RESPA Disclosures: Are You Ready?

June 2015

June 3 Compliance/Risk
Model Governance: Best Practices for Governing and Validating Models
June 4 Wealth Management/Trust
Critical Concepts in Understanding Community Property vs. Common Law
Jun 24 Corporate Trust
Document Review: New Developments in Documentation Trends for Corporate Trustees
Jun 25 Mortgage
Other Key Issues from the CFPB's Origination Rules 
Jun 25 Payments/Cybersecurity
Lessons Learned from an ACH Audit

July 2015

Jul 9 Wealth Management/Trust
Are Rising Interest Rates Good or Bad for the Economy, Savers, and Investors
Jul 16 Compliance/Risk
Complaints Management 2.0: You Have the Program, Now How Do You Optimize It?
Jul 23 Retail/Marketing
What You Need to Know About Training Employees on Social Media 

August 2015

Aug 20 Compliance/Risk
Developing a Culture of Compliance

September 2015

Sep 3 Wealth Management/Trust
A Primer on Decanting
Sep 10 Corporate Trust
Risk Management Issues: What Keeps Corporate Trustees Up at Night?
Sep 24 Compliance/Risk
Operational Risk: How Do You Develop a Strong Operational Risk Program and Make It Effectively Intersect with Compliance?

October 2015

Oct 1 Wealth Management/Trust
Choose Your Weapon: The Advantages and Disadvantages of Corporations (C and S), LPs and LLCs
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
Fair Lending Update

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


Program Questions? Please contact Linda Shepard / Cari Hearn.