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.

May 2018

May 3 Wealth Management/Trust
Fiduciary Litigation Workshop
May 9 Compliance/Risk
KRIs and Other Metrics for Senior Management and the Board
May 16 Wealth Management/Trust
Life Cycle of a Trade
May 17 Compliance/Risk
Can I Call My Customer? How the D.C. Circuit's TCPA Decision Affects Banks

June 2018

Jun 7 Wealth Management/Trust
Ethical Issues for Trust Professionals
Jun 12 Compliance/Risk
How to Succeed at Disrupting the UDAAP Scene 
Jun 14 Retail/Marketing
How to Access Data for Computing Marketing ROIs (Information available soon)
TBA Wealth Management/Trust
Connecting Health with Financial Wellness: Simple is the New Smart 

July 2018

Jul 17 Wealth Management/Trust
Class Actions (Information available soon)
Jul 18 Payments/Cybersecurity
Aren't We Done Yet? Diagnosing and Dealing with Current-Day Challenges of Legacy Transaction Monitoring
Jul 31 Compliance/Risk
Agricultural Lending: Assessing Your Risk and Calibrating in a Difficult Environment (Information available soon)

August 2018

Aug 8 Retail/Marketing
How to Measure Marketing ROI Now that You Have the Data (Information available soon)
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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