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Anatomy of Class Action Claim Filing

Tuesday, July 17, 2018 • 2:00 - 3:00 p.m. ET


1.25 CSOP

While class action claim filing is a bank's duty to its clients, the entire process is a puzzling maze filled with pitfalls and toil. Learn to smoothly put the puzzle pieces together and avoid the pitfalls in this presentation led by the claim filing industry's oldest hands, James Tharin and Brian Blockovich from Chicago Clearing Corporation

Discussion Highlights:

  • Notice -- be certain you are discovering every case that exists
  • Filing -- make your workflow efficient
  • Disbursement -- best practices, including how to handle closed accounts
  • Current trends -- the class action world is constantly changing and evolving

Speakers:

  • James Tharin, Founder and Chief Executive Officer, Chicago Clearing House
  • Brian Blockovich,  President and General Counsel, Chicago Clearing House
 

 Continuing Education Credits

 

ABA Professional Certifications has approved this program for 1.25 CSOP continuing education credits for the live program and the recording.

CPE logoThis group-live event is eligible for 1.0 CPE credits for CPAs (Business Management and Organization). Recordings are not eligible for CPE credits. No prerequisites required.

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: www.nasbaregistry.org.

Questions? Please contact Linda Shepard / Cari Hearn for more information.
 

 Pricing & Purchasing

 

Live Briefing or Recording
ABA Member • $210
Non-Member • $310

Live registration provides a connection for one room where unlimited listeners can be present, and streaming recording access FREE for 7 days.
 

 Audience

 
  • Trust Operations Managers
  • Trust Officers
  • Operations Personnel
  • Trust Dept. Managers
  • Trust Counsel
  • Trust Risk Advisors
  • CSOPs and CPAs
 

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