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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.

July 2018

Jul 25 Compliance/Risk
Social Media and Digital Security for Financial and Banking Institutions
Jul 31 Compliance/Risk
Agricultural Lending: Assessing Your Risk and Calibrating in a Different Environment

August 2018

Aug 1 Compliance/Risk
New HMDA Data Implementation: What Are We Learning and What is Changing
Aug 8 Retail/Marketing
How to Measure Return on Investment
Aug 14 Wealth Management/Trust
ETFs: What, Who, Where, How, Why
Aug 21 Compliance/Risk
Lessons Learned from the Early Months of the CDD Rule
Aug 23 Compliance/Risk
Mortgage Servicing: Continuing Compliance Challenges 
Aug 29 Mortgage
TRID Implementation: the Sequel
Aug 30 Corporate Trust
Risk Management Issues for Corporate Trustees

September 2018

Sep 6 Wealth Management/Trust
Issues that Arise with Grantor Trusts
Sep 12 Compliance/Risk
How to Review and Sufficiently Challenge Commercial Appraisal Values
Co-sponsored by ABA and Appraisal Institute®
Sep 13 Compliance/Risk
Social Media Attacks and Trends for 2018
Sep 19 Compliance/Risk
Conduct Risk: It Is Not Just About Your Sales Practices
(Information available soon)
TBA Wealth Management/Trust
Connecting Health with Financial Wellness: Simple is the New Smart 

October 2018

Oct 4 Wealth Management/Trust
Decanting Issues
Oct 11 Compliance/Risk
Commercial Lending Hot Topics
Oct 23 Compliance/Risk
Transitioning to the Bureau of Consumer Financial Protection (formerly CFPB)

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 Corporate Trust
Industry Update for Corporate Trustees

December 2018

Dec 6 Wealth Management/Trust
Recent Developments in Estate and Trust Administration

January 2019

Jan 17 Compliance/Risk
Social Network Threat Analysis

March 2019

Mar 14 Compliance/Risk
Social Media Attacks and Trends for 2019

May 2019

May 1 Compliance/Risk
Social Media and Digital Security Emerging Threat Landscape for 2019


Program Questions? Please contact Linda Shepard / Cari Hearn.


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