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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.

October 2018

Oct 4 Wealth Management/Trust
Decanting Issues
Oct 10 Compliance/Risk
Conduct Risk: Sales and Beyond
Oct 11 Compliance/Risk
Commercial Lending Hot Topics
Oct 16 Compliance/Risk
Due Diligence on CRE Appraisals
Co-sponsored by ABA and Appraisal Institute®
Oct 23 Compliance/Risk
Transitioning to the Bureau of Consumer Financial Protection (formerly CFPB)
Oct 24 Payments/Cybersecurity
Faster than a Speeding Payment

November 2018

Nov 1 Wealth Management/Trust
Prudent Investment Rule and Concentration Issues
Nov 6 Compliance/Risk
Social Media and Digital Security Emerging Threat Landscape
Nov 7 Compliance/Risk
Lessons Learned to Date from the CDD Rule
Nov 13 Wealth/Trust
HSAs, the Fiduciary Rule and Congress: Connecting Health and Wealth

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

January 2019

Jan 17 Compliance/Risk
Social Network Threat Analysis

February 2019

Feb 5 Compliance/Risk
Regulatory Change Management
(Information available soon)
Feb 7 Wealth Management/Trust
Security and Privacy Issues for Fiduciaries and Clients
(Information available soon)

March 2019

Mar 7 Wealth Management/Trust
Current Issues in Charitable Giving
(Information available soon)
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?
(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 Roundtable
(Information available soon)

June 2019

Jun 6 Wealth Management/Trust
Tales from the Crypt
(Information available soon)

September 2019

Sep 5 Wealth Management/Trust
Developments in Life Insurance Planning
(Information available soon)

October 2019

Oct 3 Wealth Management/Trust
Uniform Acts Impacting Trusts and Estates
(Information available soon)

November 2019

Nov 7 Wealth Management/Trust
Planning with FLPs and LLCs: Alive and Well
(Information available soon)

December 2019

Dec 5 Wealth Management/Trust
Recent Developments in Estate and Trust Administration
(Information available soon)


Program Questions? Please contact Linda Shepard / Cari Hearn.


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