Corporate Actions

Aired: Thursday, February 22, 2018


1.25 CCTS, 1.25 CSOP

Accurately managing securities corporate actions represents a widespread opportunity and responsibility for the financial industry. This recording will provide an understanding of the various types of mandatory/voluntary U.S. Domestic Corporate Actions and inherent risks. This program is designed for trust operations professionals who need a broader understanding or refresher on U.S. domestic corporate actions.

This recording focuses on:

  • An overview of various corporate actions and how it impacts you and your clients
  • Discussion of the risks involved with each type
  • A better understanding of the processes involved regarding the standard corporate actions

Speaker:

  • Mary McEllistrem, Director of Fiduciary Services and Operations, Godfrey Kahn
 

 Continuing Education Credits

 

ABA Professional Certifications has approved this program for 1.25 CCTS and 1.25 CSOP continuing education credits for the live program and the recording.

CPE logoRecordings are not eligible for CPE credits. 

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

​​Program Questions? Please contact Linda Shepard / Cari Hearn.
 

 Pricing & Purchasing

 

Streaming Online Recording
Now Available

ABA Member • $210
Non-Member • $310

 

 Who Should Attend

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Operations
  • Trust Risk Advisors
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
 

 Related Briefings

 
  • Life Cycle of a Trade
    (Information available soon)
 

 About ABA Briefings