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Briefings Calendar

By Topic  |  FAQs  |  Keep Me Informed  |  Submit a Topic​

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.

November 2018

Nov 28 Compliance/Risk
Spreadsheet Risk and Model Risk: A Leading Industry Management Approach
Nov 29 Compliance/Risk
HMDA Auditing #1: Core Principles 

December 2018

Dec 5 Compliance/Risk
Managing 2019 Compliance Priorities
Dec 6 Wealth Management/Trust
Recent Developments in Estate and Trust Administration
Dec 12 Payments/Cybersecurity
Understanding Cyber Crime Policies and Pursuing Coverage
Dec 18 Corporate Trust
Industry Update for Corporate Trustees
Dec 19 Compliance/Risk
HMDA Auditing #2: Collateral and Transaction-Specific Data Elements 

January 2019

Jan 10 Compliance/Risk
HMDA Auditing #3: Building on Principles and Auditing Tips for Effective Reviews 
Jan 16 Mortgage
Real Estate Settlement Procedures Act (RESPA) - Section 8 in Today's World
Jan 17 Compliance/Risk
Social Network Threat Analysis
Jan 24 Payments/Cybersecurity
An Introduction into Cryptocurrency and its Potential Impact on Payments Transitions
Jan 29 Wealth Management/Trust
Navigating the New Uniform Fiduciary Income and Principal Act

February 2019

Feb 5 Compliance/Risk
Regulatory Change Management – Pay it Forward!
Feb 7 Wealth Management/Trust
Security and Privacy Issues for Fiduciaries and Clients
Feb 26 Corporate Trust
Amicus and Case Updates - A Bankruptcy Update for Corporate Trustees
(Information available soon)

March 2019

Mar 7 Wealth Management/Trust
Current Issues in Charitable Giving 
Mar 14 Compliance/Risk
Social Media Attacks and Trends for 2019

April 2019

Apr 4 Wealth Management/Trust
What Should a Married Couple's Estate Plan Be Post 2017?
Apr 16 Corporate Trust
Developments in Document Review for Corporate Trustees
(Information available soon)

May 2019

May 1 Compliance/Risk
Social Media and Digital Security Emerging Threat Landscape for 2019
May 2 Wealth Management/Trust
Fiduciary Litigation

June 2019

Jun 6 Wealth Management/Trust
Tales from the Crypt 

August 2019

Aug 13 Corporate Trust
Critical Risk Management Issues Facing Corporate Trustees
(Information available soon)

September 2019

Sep 5 Wealth Management/Trust
Developments in Life Insurance Planning 

October 2019

Oct 3 Wealth Management/Trust
Uniform Acts Impacting Trusts and Estates 

November 2019

Nov 7 Wealth Management/Trust
Planning with FLPs and LLCs: Alive and Well 
Nov 12 Corporate Trust
2019 Industry Update for Corporate Trustees
(Information available soon)

December 2019

Dec 5 Wealth Management/Trust
Recent Developments in Estate and Trust Administration 


Program Questions? Please contact Linda Shepard / Cari Hearn.