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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).

Please note the times listed below reflect Daylight Saving Time.

July 2009
July 8, 2009
2:00 - 3:30 pm
EDST

Regulatory Update for the Board
Regulatory experts will give you and your directors the latest "lay of the land" as well as summaries and forecasts on key regulatory initiatives that you'll want to know about in detail. The emphasis will be on short, to-the-point awareness raising, rather than details beyond directors' needs.
Program Info | Register Online | Reg Form (PDF) | Contact: Traci Leiva

July 14, 2009
2:00 - 3:30 pm
EDST

Tax-Planning Opportunities and Pitfalls in a Low Interest Rate Environment
This live, 90-minute telephone briefing will explore how the confluence of global economic turmoil, historically low interest rates, and a new administration has significantly altered the landscape for wealth-transfer strategies.
Program Info | Register Online | Reg Form (PDF) | Contact: Cari Hearn

July 21, 2009
1:00 - 2:30 pm
EDST
Got Email? Now What?
Tips, Traps and Techniques for Successful Email Marketing
During this live, 90-minute telephone briefing/Webcast, an experienced industry consultant and a successful bank marketer will provide best practices and answers to some of the most pressing issues surrounding bank email marketing programs.
Program Info | Register Online | Reg Form (PDF) | Contact: Cari Hearn
July 21, 2009
2:00 - 4:00 pm
EDST

Mid-year Review of Key Compliance Issues
This live, two-hour ABA Telephone Briefing
comprised of banking agency officials and ABA staff from the Financial Institution Policy and Regulatory Affairs Group and the Office of Mortgage Finance will provide useful information to guide you in preparing to meet looming compliance deadlines. You will gain valuable insights to help you identify what compliance risks and obligations are facing your institution.
Program Info | Register Online | Reg Form (PDF) | Contact: Linda Shepard

July 23, 2009
2:00 - 3:30 pm
EDST
Trust Operations Risk Management – The Call for Transformation and Balance
Mitigating risk in Trust Operations is a challenging task in the best of times and adventuresome in the unique times we're living.This live, 90-minute telephone briefing will provide a "how to" on the development of an effective and compliant risk management program for your trust operations production environment.  
Program Info | Register Online | Reg Form (PDF) | Contact: Cari Hearn

Upcoming Briefings

Telephone and Webcast Briefing dates and program information are constantly added. Please check back soon for 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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