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 2016

Aug 31 Compliance/Risk
Let's Make a Deal! M&A Due Diligence

September 2016

Sep 1 Mortgage
TRID Audit 2: Loan Estimate NEW Date
Sep 7 Mortgage
Preparing for the New Mortgage Servicing Rule
Sep 8 Wealth Management/Trust
Issues with Art and Other Collectibles in the Administration of Trusts and Estates
Sep 14 Mortgage
TRID Audit 3: Closing Disclosure NEW Date
Sep 20 Compliance/Risk
Ten Points Regulators Will Be Looking for at Your Next  AML Exam
Sep 21 Corporate Trust
Risk Management Update for Corporate Trustees
Sep 29 Mortgage
TRID Audit 4: Construction Loans

October 2016

Oct 5 Compliance/Risk
Exam Management: It Doesn't Have to be an Oxymoron...NEW Date
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

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Program Questions? Please contact Linda Shepard / Cari Hearn.