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Regulatory Update for Corporate Trustees

Aired: Wednesday, February 7, 2018

2.0 CCTS, 2.0 CSOP

It is important to start the year knowing the direction the regulators are taking in 2018. This 90-minute recorded briefing will provide an insightful update on what the regulators will be focusing on and what you should be prepared for. This program was conducted with input from the Office of the Comptroller of the Currency and Municipal Securities  Rulemaking Board.

Get your questions answered!

This recording focuses on:

  • The OCC regarding Reg 9 issues, investments, conflicts of interest and the overall role of the Trustee
  • The MSRB will focus their agenda for the municipal securities market, EMMA and upcoming initiatives


  • Jeffrey J. Powell, CCTS, President, Corporate Trust Insight LLC (moderator)
  • Lynnette Kelly, Executive Director, Municipal Securities Rulemaking Board


 Continuing Education Credits


ABA Professional Certifications has approved this program for 2.0 CCTS and 2.0 CSOP continuing education credits for the live program and the recording.

CPE logo Recordings are not eligible for CPE credits.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

​Program Questions? Please contact Linda Shepard / Cari Hearn.

 Pricing & Purchasing


Streaming Online Recording
Now Available

ABA Member • $235
Non-Member • $365


 Who Should Attend

  • Corporate Trustees (Municipal and Structured Finance)
  • Corporate Trust Risk Managers
  • Trust Operations Managers and Administrators
  • In-house and Outside Counsel
  • Regulatory Officials
  • Corporate Trust Auditors
  • Bond Counsel
  • Financial Advisors and Issuers
  • CCTSs and CPAs

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 About ABA Briefings