Recordings are available for these events. Click on an event name for more details.

December 2015

Thu 3  Recent Developments in Estate and Trust Administration

November 2015

Thu 5  The Alphabet Soup of Planning and Trust Acronyms and Service Marks

October 2015

Tue 20  Behavioral Finance: Are Fear and Greed Driving Investors’ Decisions?
Thu 1  Choose Your Weapon: The Advantages and Disadvantages of Corporations (C and S), LPs and LLCs

September 2015

Thu 3  A Primer on Decanting

July 2015

Thu 9  Are Rising Interest Rates Good or Bad for the Economy, Savers, and Investors?

June 2015

Thu 4  Critical Concepts in Understanding Community Property vs. Common Law

May 2015

Thu 7  Fiduciary Litigation Roundtable

April 2015

Tue 21  Economics, Government Policies, and Investment Strategy
Thu 2  Show Me the Money: The Focus of States on Tax Revenues and its Impact on Estate Planning

March 2015

Thu 5  Ethical Challenges for Trust Professionals

February 2015

Thu 5  Hot Button Tax Issues for the IRS

January 2015

Tue 13  Cyber Risk Oversight
Thu 8  Is Your Portfolio Truly Global?

December 2014

Thu 18  Loan Originator Compensation
Tue 16  Managing 2015 Compliance Priorities
Fri 12  Assessing the Islamic State and Like-Minded Terrorist Groups for AML Professionals
Tue 9  TILA/RESPA Disclosure Integration Rule - Will Your Institution be Compliant by August 2015?
Thu 4  Recent Developments in Estate and Trust Administration
Wed 3  Municipal Bankruptcy Chapter 9 Developments and Industry Update for Corporate Trustees

November 2014

Thu 20  Fiduciary Responsibilities for Boards of Directors and Executives in Wealth and Asset Management
Wed 19  2013 HMDA Data Update: Fair Lending and CRA Implications in the Future
Thu 13  Mortgage Loan Servicing - Part 2
Thu 6  Ticking Time Bombs in the GST Tax

October 2014

Tue 28  The Payments Business: The Future is Now
Wed 15  Mortgage Loan Servicing - Part 1
Thu 2  Is Your Institution’s Bureaucracy Costing You Clients?

September 2014

Tue 23  HPML, HCML (HOEPA), HPCT and Beyond
Tue 23  Implications of Saving, Investing and Future Policy Changes on Today's Affluent Investor
Thu 11  What Are Investors Really Looking For?
Wed 10  Current Risk Management Issues and Regulatory Focus for Corporate Trustees
Thu 4  Charitable Planning Tax Strategies

August 2014

Thu 21  Top 10 Risks in Wealth Portfolio Management
Tue 19  Fair Lending War Stories
Thu 7  Making Sense of Mobile Wallets and Mobile Payments
Tue 5  IRS Trustee Fee Unbundling Rule: Will You be in Compliance?

July 2014

Tue 29  Ability-to-Repay (ATR) and Qualified Mortgages (QM)
Thu 24  Is it Time to Re-evaluate Social Media Operational Efficiencies? How to Use Different Channels for Content Delivery
Wed 16  Managing Sensitivity to Market Risk

June 2014

Wed 25  FATCA 101: Basics for U.S. Financial Institutions (USFIs) and Foreign Financial Institutions (FFIs)
Thu 12  Credit Cards: Direct or Agent?
Wed 11  Critical Document Review Issues and Future Document Trends Facing Corporate Trustees
Thu 5  Who is a Descendant? – (Has Science Outstripped Trust Law?)
Wed 4  Practical Strategies for Effective Vendor Management Compliance

May 2014

Thu 29  Americans with Disabilities Act Compliance: What Issues Should Be Keeping You Up at Night?
Thu 22  Preparing for a Regulatory Examination
Wed 21  Risk Management Best Practices for Wealth Management Operations
Tue 20  Final Regulations Issued: Foreign Account Tax Compliance Act (FATCA) What Does this Mean for Your Institution?
Thu 15  Risky Business: Sometimes You Just Have to Say "Is Your AML Program Keeping Up?"
Tue 6  Mobile Banking and Payment Security
Thu 1  Fiduciary Litigation Roundtable

April 2014

Tue 29  Management of Funding and Liquidity Risk
Thu 24  Value and ROI in Social Media – Attracting New Fans and Retaining Existing Fans
Tue 22  Mortgage Q&A with the Consumer Financial Protection Bureau
Thu 3  Planning for Same Sex Couples in an Uncertain Environment

March 2014

Wed 26  Cloud Computing
Wed 26  IRAs Are Not What They Used to Be - And That's an Opportunity for Community and Mid-Sized Banks
Thu 20  Endpoint Security & Anomaly Detection: Protecting Your Customer
Tue 11  Complying with the New OFCCP Regulations
Thu 6  Fiduciary Income Tax Planning with Higher Rates
Wed 5  Implementing an Effective Operational Risk Management Framework

February 2014

Thu 27  TILA/RESPA: Will Your Bank Be Ready for the New and Merged Mortgage Disclosure World?
Wed 26  Management of Model Risk
Tue 25  Serving Those Who Serve: What Bankers Can and Should Do for Men and Women in Uniform and their Families
Thu 20  Top 10 Risks in Employee Benefit Trusts
Wed 19  DTCC Developments and Updates for 2014 - What Every Corporate Trustee Should Know
Tue 18  What Is Your Strategy? How to Manage Risks to Your Current and Future Business Model
Wed 12  The Demise of Branch Banking - Fact or Fiction?
Thu 6  Is Portability the Only Answer for Estates Under $10 Million?

January 2014

Thu 30  A Practitioner's Guide to UDAAP Compliance: Disrupting the Lifestyles of the Unfair and Deceptive
Wed 29  Volcker Rule: What Does It Mean for Community and Midsize Banks?
Thu 23  Let's Talk Social Media Compliance and Risk: A Review of Policy Do's, Don'ts and the FFIEC Guidance on Social Media
Wed 22  Fiduciary Based Financial Planning: A Business Model for Opportunity
Wed 22  Third Party and Outsourcing Risk Management: Exploring the OCC and Federal Reserve Guidance
Thu 16  Distributed Denial of Service Attacks: Managing and Mitigating the Threat

December 2013

Thu 12  Recent Developments in Estate and Trust Administration

November 2013

Tue 19  Leading the Social Media Charge – Getting Leadership Buy-in and Building Excitement for Others in Your Bank
Thu 7  Ethical Issues for Trustees and Their Legal Counsel
Wed 6  Managing New Requirements for Escrow Accounts and Servicing

October 2013

Wed 30  Drowning in Alphabet Loan Soup: HPML, HOEPA, ATR, QM (part 2)
Wed 23  Drowning in Alphabet Loan Soup: HPML, HOEPA, ATR, QM (part 1)
Thu 3  Defining the Benefits of Discount/Valuation Planning

September 2013

Thu 12  ABCs of Estate Planning

June 2013

Thu 6  State Trust Law and Its Influence on Estate Planning

May 2013

Thu 2  Developments and Trends in Fiduciary Litigation

April 2013

Thu 4  Do Trusts Really Create Trust Fund Babies? The Challenges in Wealthy Beneficiaries Leading Fulfilling Lives

March 2013

Thu 7  Planning for the Elderly and Incapacitated

February 2013

Thu 7  Estate Planning after the 2012 Tax Act: The Sun Did Not Set After All
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