Conference Materials

2018

Ethics

Monday, April 23, 2018 2:15 PM - 3:15 PM

Speaker

Joan Dindoffer

SVP & Chief Compliance Officer
COMERICA WEALTH MANAGEMENT
Detroit, Michigan

Speaker Bio

Session Description

Trust Ethics: Ripped from the Pages of your Policy Manuals. This will be an interactive discussion based on hypothetical situ- ations confronted by your trust departments every day. Con ict of interest, duty of loyalty, federal and local laws and regulations will be presented as background and guidance.

Session Material

Ethical Scenarios in Trust Administration