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Document Review for Corporate Trustees

Aired: Tuesday, April 3, 2018

2.0 CCTS

This 90-minute live recording will address critical document language issues facing Corporate Trustees. The presenters review the current key document review issues that are now impacting Corporate Trustees in the governing documents. Learn industry practices for what language to employ.

You will hear how to effectively address these many new challenges. The speakers explore examples of language to be concerned about, and we provide valuable insights on what to avoid in the documents.

Discussion Highlights:

  • Trustee protective language
  • Call back procedures
  • Default language
  • Current document trends and language the Trustee needs to address


  • Jeffrey J. Powell, CCTS, President, Corporate Trust Insight LLC (moderator)
  • Irving C. Apar, Partner, Thompson Hine LLP

 Continuing Education Credits


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

CPE logoRecordings 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



  • 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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