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Recordings
Recordings are available for these events. Click on an event name for more details.
December 2013
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November 2013
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October 2013
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September 2013
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July 2013
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June 2013
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May 2013
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April 2013
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March 2013
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February 2013
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January 2013
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December 2012
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November 2012
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October 2012
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September 2012
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August 2012
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July 2012
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June 2012
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May 2012
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January 2012
December 2013
Thu 12
Recent Developments in Estate and Trust Administration
November 2013
Thu 7
Ethical Issues for Trustees and Their Legal Counsel
October 2013
Thu 3
Defining the Benefits of Discount/Valuation Planning
September 2013
Thu 12
ABCs of Estate Planning
July 2013
Tue 16
Corporate Governance for Mutual Savings Institutions - A Critical Component for Success
June 2013
Thu 27
Where’s Waldo? Finding Small Business Credit Opportunities When There is Little Demand
Thu 27
Guide to Retirement: An Update on the Retirement Landscape
Wed 26
Regulatory Obligations, Risk Exposures & Legal Responsibilities of the Ability-to-Repay and Qualified Mortgage Rules –
Tue 25
Compliance Governance in a Changed Regulatory Environment
Tue 18
The Changing Payments Landscape - A Look Into the Future
Thu 6
State Trust Law and Its Influence on Estate Planning
May 2013
Wed 22
Five Essentials to Keeping Your Bank Secure and Relevant
Thu 16
Top 10 Risks in Trust Administration
Wed 15
The Changing Payments Landscape - The Here and Now
Wed 8
Have Your Cake and Eat It, Too: Implement Portfolio Best Practices AND Improve Operational Efficiency
Thu 2
Developments and Trends in Fiduciary Litigation
April 2013
Tue 30
Are You (and Your Subcontractors) Ready for the Final HIPAA/HITECH Rule?
Wed 17
Estate Planning and Administration in Cyberspace
Tue 9
New DTCC Updates - Issues Impacting Corporate Trustees
Thu 4
Do Trusts Really Create Trust Fund Babies? The Challenges in Wealthy Beneficiaries Leading Fulfilling Lives
Wed 3
Community Bank CRE Stress Testing: A Regulatory Review
March 2013
Tue 19
Appraisals and Higher-Risk Mortgage Loans
Thu 14
The New Realities of Fiduciary Investing
Tue 12
Understanding Mortgage Loan Originator Compensation
Thu 7
Planning for the Elderly and Incapacitated
Tue 5
Escrow and Balloons: What Counts as Small, Rural and Underserved
February 2013
Tue 26
HOEPA's Expanded Reach: "High-cost Mortgages"
Wed 20
Banks and Insurance Government Relations Update: A Dialogue with Regulators
Tue 19
In-depth: Parsing CFPB's New Servicing Rule
Wed 13
Second Obama Administration New Employment Obligations and Risks
Tue 12
Understanding Ability-to-Repay and QM
Thu 7
Estate Planning after the 2012 Tax Act: The Sun Did Not Set After All
Thu 7
Top Anti-Money Laundering Issues to Watch in 2013
January 2013
Thu 24
Class Actions – Not Just for the Back Office Anymore
Thu 24
Managing 2013 Compliance Priorities
Wed 16
The Evolution of Alternative Investing
Thu 10
Anticipating and Preventing UDAAP Enforcement Actions in Your Bank
December 2012
Mon 17
The Allowance for Loan and Lease Losses (ALLL) in Uncertain Times
Thu 13
Corporate Trustee Update: Municipal Bankruptcy Developments and Municipal and Structured Finance Litigation
Mon 10
Vendor Management: Unlocking the Value beyond Regulatory Compliance
Thu 6
Recent Developments in Estate and Trust Administration
November 2012
Wed 28
The Fiscal Cliff and the Far-reaching 2013 Estate Tax Law Changes
Wed 28
Fair Lending and HMDA Update
Thu 15
Reg 9 Revisited – An In-depth Focus on Investment and Administrative Reviews
Tue 13
Preemployment Screening Process New Obligations and New Rules
Thu 8
Green Banking 101: Everything You Wanted to Know about Sustainable Banking but Were Afraid to Ask
Wed 7
Leveraging Financial Self Service and Branch Transformation Technology to Reduce Costs, Enhance Customer Service and Drive Market Differentiation
Thu 1
Diversification or Concentration of Assets: What Should a Trustee Do?
October 2012
Wed 10
Mortgage Advertising and Marketing – Navigating the Regulatory Minefield to Get Your Message Across
Thu 4
The Uses and Misuses of Decanting and Change of Situs
September 2012
Thu 13
Mortgage Lending Update-- Real-time Overview of Changes and Developments
Thu 6
The Increasing Importance of International Estate Planning
Thu 6
Risk Management & Compliance Issues Facing Corporate Trustees Today
August 2012
Wed 29
The Hitchhiker's Guide to Core/Satellite Investing
Tue 28
Social Media and the UDAAP Impact
Thu 23
IRAs - Prohibited Transactions
Wed 22
A Review of EFT and Payments Fraud Risks and How to Protect Against Them
Wed 15
Developing Your Next Generation of Banking Leadership – Your Biggest Organizational Challenge
Tue 14
The Prepaid Regulatory Environment
Wed 1
Making the Wallet Mobile
July 2012
Tue 31
Profiting from the Turmoil: Strategies for Growing Your Wealth Management Business During Difficult Times
Thu 19
Planning for Same-Sex Couples: Overcoming the Challenges
Wed 18
The Prepaid Card Business
Tue 17
Internal Fraud: Characteristics, Patterns and How to Detect and Prevent it from Happening
Thu 12
New Developments at DTCC Impacting Corporate Trustees – Plus Critical Issues Facing Corporate Trustees
Tue 10
UDAAP Issues in Operations and Product Design
June 2012
Tue 26
UDAAP Issues in Marketing and Advertising
Thu 21
The How's and Why's of Successful Interactive/Digital Marketing
Thu 7
Sales to Defective Grantor Trusts and Other Key Gifting Strategies for 2012 and Beyond
May 2012
Thu 31
Model Risk Management - The Keys to Effective Model Governance
Thu 24
Managing Third-Party Relationships
Tue 22
Fair Lending—Beyond the Basics
Thu 3
Fiduciary Litigation Panel
January 2012
Wed 18
Ethics in Financial Services: Strategies for Managing Risk and Complexity
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