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.

October 2017

Oct 5 Wealth Management/Trust
A New Look at Distribution Standards
Oct 19 Compliance/Risk
The Looming Cyber Threat to Financial Institutions
Oct 25 Compliance/Risk
Fair Lending Priorities for Mortgage and Student Loan Servicing
Oct 26 Compliance/Risk
Effective Loan Review in a Stable Credit Environment

November 2017

Nov 1 Corporate Trust
Risk Management Issues and Current Risk Challenges Facing Corporate Trustees (Rescheduled from Sep 12, 2017)
Nov 2 Wealth Management/Trust
Planning for the Elderly. What Can and Should Be Done for an Increasingly Aging Population 

December 2017

Dec 5 Compliance/Risk
Card Fraud—It is a Jungle Out There 
Dec 7 Wealth Management/Trust
Recent Developments in Estate and Trust Administration 

January 2018

Jan 24 Compliance/Risk
Is Your Loan Review Paying Attention to Consumer Portfolios?

February 2018

Feb 1 Wealth Management/Trust
Security and Privacy Issues for Fiduciaries and Clients
(Information available soon)

March 2018

Mar 1 Wealth Management/Trust
Annual Exclusion Gifts and Other Gifting Strategies
(Information available soon)
Mar 14 Compliance/Risk
Managing CRE Concentration Risk through Effective Loan Review and Stress Testing

April 2018

Apr 5 Wealth Management/Trust
Trustee's Duty to Account and Disclose
(Information available soon)

May 2018

May 3 Wealth Management/Trust
Fiduciary Litigation Workshop
(Information available soon)

June 2018

Jun 7 Wealth Management/Trust
Ethical Issues for Trust Professionals
(Information available soon)

September 2018

Sep 6 Wealth Management/Trust
Issues that Arise with Grantor Trusts
(Information available soon)

October 2018

Oct 4 Wealth Management/Trust
Decanting Issues
(Information available soon)

November 2018

Nov 1 Wealth Management/Trust
Prudent Investment Rule and Concentration Issues
(Information available soon)

December 2018

Dec 6 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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