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Webinars Calendar

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

Webinars 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 programs are always being added.

July 2019

​Jul 11 Mortgage
Mortgage Disclosure Cures and Corrections—Mitigating Liability
Jul 24 Payments and Cybersecurity
What Are Your Best Payment Product Options?
​Jul 30 ​Compliance/Risk
Preparing for Safety and Security Threats at Your Institution

August 2019

Aug 1 Payments/Cybersecurity
How to Buy Fintech, Partnering for Innovation 
Aug 8 Trust & Investments
Key Custodial Practices for Holding Private Assets in an IRA or HSA 
Aug 13 Corporate Trust
Critical Risk Management Issues Facing Corporate Trustees 
Aug 20 Compliance/Risk
SCRA Compliance for Mortgage Servicers 

September 2019

Sep 5 Wealth Management/Trust
Developments in Life Insurance Planning
Sept. 19 Compliance / Risk
The Intersection of Domestic PEP Monitoring and Political Corruption (information available soon)

October 2019

​Oct 2 Payments/Cybersecurity
Do You Know Who Your Competitors Really Are? Is Your Financial Institution Competing with Fintech?
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 

December 2019

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

 

Program Questions? Please contact Linda Shepard / Cari Hearn.