Briefings Calendar

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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.

January 2018

Jan 23 Compliance/Risk
Regulation CC (Expedited Funds Availability): Understand and Implement
Jan 24 Compliance/Risk
Is Your Loan Review Paying Attention to Consumer Portfolios?
Jan 31 Compliance/Risk
Third Party Risk Management: Driving Effective Assessments Independently and Collaboratively

February 2018

Feb 1 Wealth Management/Trust
The Impact of the 2017 Tax Act: What Trusts and Estates Professionals Need to Know
Feb 6 Mortgage
TRID 2018 – Understanding the Updates
Feb 7 Corporate Trust
Regulatory Update for Corporate Trustees
Feb 13 Compliance/Risk
Risk Rating: The Cornerstone of Credit Risk Management
Feb 22 Wealth Management/Trust
Corporate Actions

March 2018

Mar 1 Wealth Management/Trust
Annual Exclusion Gifts and Other Gifting Strategies
Mar 8 Compliance/Risk
TPRM and GDPR: Where Do They Meet and What Does it Mean?
Mar 14 Compliance/Risk
Managing CRE Concentration Risk through Effective Loan Review and Stress Testing

April 2018

Apr 4 Corporate Trust
Document Review for Corporate Trustees 
Apr 5 Wealth Management/Trust
Trustee's Duty to Account and Disclose

May 2018

May 3 Wealth Management/Trust
Fiduciary Litigation Workshop
May 16 Wealth Management/Trust
Life Cycle of a Trade
(Information available soon)

June 2018

Jun 7 Wealth Management/Trust
Ethical Issues for Trust Professionals

August 2018

Aug 22 Corporate Trust
Risk Management Issues for Corporate Trustees

September 2018

Sep 6 Wealth Management/Trust
Issues that Arise with Grantor Trusts

October 2018

Oct 4 Wealth Management/Trust
Decanting Issues

November 2018

Nov 1 Wealth Management/Trust
Prudent Investment Rule and Concentration Issues
Nov 7 Corporate Trust
Industry Update for Corporate Trustees

December 2018

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


Program Questions? Please contact Linda Shepard / Cari Hearn.


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