Briefings Calendar

By Topic  |  Keep Me Informed

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.

January 2015

Jan 29 Compliance/Risk
Dude – Where's My Bank? Issues in Banking the Marijuana Industry

February 2015

Feb 3 Cybersecurity/Fraud
Securing the Future of Payments with Chip Technology
Feb 4 Mortgage
Mortgage Servicing Exams: What You Need to Know
Feb 5 Wealth Management/Trust
Hot Button Tax Issues for the IRS
Feb 10 Compliance/Risk
Affordable Housing: Building Opportunities with Nonprofit Partners
Feb 12 Retail/Marketing
Creating Impactful Social Campaigns
Feb 26 Mortgage
ATR / QM: Minimizing Examination Risk (Part 1)

March 2015

Mar 3 Compliance/Risk
Packing Your "Commercial Compliance Go Bag" (Part 1)
Mar 5 Wealth Management/Trust
Ethical Challenges for Trust Professionals
Mar 11 Cybersecurity/Fraud
Securing E-Commerce with Tokenization 
Mar 17 Retail/Marketing
Your LinkedIn Profile: From Resume to Reputation
Mar 26 Mortgage
ATR / QM: Minimizing Examination Risk (Part 2) and Calculating Points and Fees

April 2015

Apr 2 Wealth Management/Trust
Show Me the Money: The Focus of States on Tax Revenues and Its Impact on Estate Planning
Apr 21 Wealth Management/Trust
Economics, Government Policies, and Investment Strategy
Apr 23 Retail/Marketing
Social Media Regulatory Update (More information available soon)
Apr 23 Mortgage
Key Loan Originator Compensation Issues and Enforcement Actions 
Apr 28 Compliance/Risk
Packing Your "Commercial Compliance Go Bag" (Part 2)

May 2015

May 7 Wealth Management/Trust
Fiduciary Litigation Roundtable
May 28 Mortgage
TILA-RESPA Disclosures--Are You Ready?

June 2015

June 4 Wealth Management/Trust
Critical Concepts in Understanding Community Property vs. Common Law
Jun 25 Mortgage
Other Key Issues from the CFPB's Origination Rules 

July 2015

Jul 9 Wealth Management/Trust
Are Rising Interest Rates Good or Bad for the Economy, Savers, and Investors
Jul 23 Retail/Marketing
What You Need To Know About Training Employees On Social Media (More information available soon) 

September 2015

Sep 3 Wealth Management/Trust
A Primer on Decanting

October 2015

Oct 1 Wealth Management/Trust
Choose Your Weapon: The Advantages and Disadvantages of Corporations (C and S), LPs and LLCs
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 (More information available soon)

November 2015

Nov 5 Wealth Management/Trust
The Alphabet Soup of Planning and Trust Acronyms and Service Marks

December 2015

Dec 3 Wealth Management/Trust
Recent Developments in Estate and Trust Administration

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Program Questions? Please contact Linda Shepard / Cari Hearn.