Telephone Briefing / Webcast Audio Recordings

Overview | Calendar

Audio CD and handout packages are available for six months after the Telephone Briefing/ Webcast program date. Briefing registrants receive 50% off ABA Member/Non-member price shown for that program's audio.

Please note, audio recordings of ABA Telephone Briefings are not eligible for CPE for CPA credits or CFP continuing education credits.

Recent Briefings

• Mortgage Lending Update: Pending and Emerging Regulatory Issues
• Enterprise Risk Management—A Practical "CAMELS-based" Approach
• ABIA Government Relations Update: An Overview of Federal Legislative and Regulatory Activity Affecting Insurance and Debt Protection Products
• Ethics in Financial Services: Strategies for Managing Risk and Complexity
• Managing 2012 Compliance Priorities
• Developments in Allowance for Loan and Lease Losses (ALLL) and Troubled Debt Restructuring (TDR) Accounting and Disclosures
• Mortgage Servicing: Development and Impact
• Year-End Review: Legislative and Regulatory Issues Impacting Corporate Trustees
• Going Concern Appraisals: Understanding Allocation of Tangible and Intangible Assets

Trust and Estates Planning Series

Recordings of the 2011 series will be available for purchase until June 30, 2012:

• Estate and Gift Taxation in 2011: Whatever the Law Is, What Hath Congress Wrought -- What is the Law and What Estate Planning Techniques Work in 2011?
• A Primer on the GST Tax in 2011 - What Trustees Need to Know in Administering Trusts and Advising Clients and Customers
• Mirror, Mirror on the Wall, Who is the Fairest Asset Protection State of All? -- A Review of the Increasing Importance of Asset Protection Planning to Trust Clients and Customers
• Current Issues in Fiduciary Litigation and How to Minimize a Trustee's Exposure to Litigation -- A Roundtable Discussion 
• An Eleemosynary State of Mind: What Charitable Techniques are Hot and What Are Not  
• Surviving the Retirement Benefits Planning Maze
• The Growing Importance of the Uniform Trust Code in the Administration of Trusts 
• Special Needs Planning for Trust Beneficiaries -- More and More Beneficiaries Need It
• Recent Developments in Estate & Trust Administration 

Recordings of the 2012 series will be available for purchase until June 30, 2013:

• Issues Facing Fiduciaries in Post-Death Administration

 

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

Questions? Please contact Joe Mach / Linda Shepard / Cari Hearn for more information.