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Deborah
A. Austin “Control of Marketing Materials”
New!
Dolores Atallo-Hazelgreen “Enterprise Risk Management”
David Bilko
“Balance Between Audit/Compliance and Risk Management - Best Practics”
Melody
M. Bohlmann “Discretionary vs. Directed Investment Risk”
New! Dominic
Campisi “Fiduciary Litigation”
Brian Chase
“Employee Benefit Plan Audits”
David
Cormak
“Personal and Institutional Trusts Administrative Reviews”
Barbara Cornyn
“Regulator Open Session - FED”
Michael Coyne
“Balance Between Audit/Compliance and Risk Management - Best Practics”
Larry Divers “Complex Investments”
Judith A. Dorian
"Common
IRA Mistakes”
Judith A. Dorian
“Regulatory Roundtable”
Julia
Fredricks “Balance Between Audit/Compliance and Risk
Management - Best Practics”
Julia
Fredricks
“Governance and Trust Committee Structure”
Lynn
Goldstein “What You Need To Know About Privacy and Why”
New! Anthony A. Guthrie
“Hot Topics
– Corporate Trusts”
New! Richard W. Jacobs “Wednesday Luncheon”
Thomas
G. Kennedy
“International / Offshore Trust and Wealth Services”
Thomas
G. Kennedy “Key Risks in Doing Business with Family Offices”
Tyler G. Kim
“Soft Dollars - Rule 28e”
William
Langford “AML / BSA”
George
P. Lencyk “Overseeing the Introduction of New Products”
Eugene A.
Ludwig
“Trends in Risk Management and Compliance and Their Impact on Asset
Management”
Joel Miller
“Regulator Open Session - OCC”
Sally
Miller “Hot Legislative Trust Issues”
Donald
F.
Moore “Auditing Compensation Plans - Risks and Conflicts”
Valerie Nielsen
“Risk Metrics
- Management Tools”
Michael
J. O’Connor “Pandemic Preparedness - Myths, Hype, and
Reality”
Peter Pangis
“Dynasty Trusts”
Satish
G. Pattegar
“Corporate and Class Actions Settlement Process”
Gary E. Pelcak
“Fiduciary
Roundtable - Small Bank”
Warner W. Price
“Fiduciary Roundtable - Large Bank”
Charles
Roame “Leading-Edge Investment Strategies & Associated
Risks”
Roberta J. Ufford
“Hot Topics - ERISA”
Karyn
D. Vincent “AIMR / GIPS”
New! John
H. Walsh ”Regulator Open Session - SEC”
New! Carla
Walter-Clifton “Regulator Open Session - FDIC”
Gail
E. Weiss “SEC Rule 22c-2”
Bill Williams “Consumer Regulation Oversight in Trust and Private Banking”
Frederick
Yorke
“International / Offshore Trust and Wealth Services”
Frederick
Yorke
“Key Risks in Doing Business with Family Offices”
Frederick Yorke “Outsourcing and Vendor Management”
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