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Telephone Briefing / Webcast Calendar

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ABA makes it easy! Without leaving your office, you (and your staff) can stay on top of the current issues facing bankers today. All you need is a speakerphone and a pad of paper. Save the time and expense of travel. Gather your staff and keep them informed - all for only $255 (ABA Member Site License Fee).

Briefings scheduled below reflect Daylight Saving Time.
If your area does NOT observe Daylight Saving Time, the time will be one hour earlier.

 
May 2008
May 20
2:00-3:30 PM EDST

Building Client Advocacy: New Opportunities for Wealth Management Firms
This live, two-hour telephone briefing will examine what's new in licensing, compensation, appointments and suitability.
Program Info | Register Online | Reg Form (PDF) | Contact: Cari Hearn

June 2008
June 4
2:00-3:30 PM EDST

Your Critical Guide for Identifying Account Acceptance Risk in Personal Trusts
This live, ninety-minute telephone briefing will offer an invaluable "how-to" guide for early risk identification. "Risk clues" that are often missed in new personal trust accounts and essential guidelines to manage and mitigate the risks at both the pre-acceptance level as well as ongoing risk identification methodologies throughout administration will be provided.
Program Info | Register Online | Reg Form (PDF) | Contact: Cari Hearn

June 5
1:00-3:00 PM EDST

What Fiduciaries Need to Know About S Corporations
Tom Abendroth, partner with the Chicago law firm of Schiff Hardin LLP and Skip Fox, partner with McGuireWoods LLP in Charlottesville, Virginia will address what fiduciaries need to know about S Corporations.
Program Info | Register Online | Reg Form (PDF) | Contact: Linda Shepard

Upcoming Briefings

We are constantly adding Telephone and Webcast Briefing dates and program information. Please check back soon for a description of these upcoming briefings.

Telephone Briefing Series

For additional information, contact KRM Information Services, Inc. at 1-800-775-7654.


Questions? Please contact lshepard@aba.com for more information.

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