Events

FIRMA/Texas Bankers - Risk Issues & Compliance Seminar - Dallas

November 2, 2018

Description


 

Click here to register via the Texas Bankers Association website.

 

AGENDA

Friday, November 2, 2018

Continental Breakfast & Registration
7:45am to 8:15am

Welcome and Introduction
8:15am to 8:30am
Bradley Beshea, FIRMA

Trust Legislative Update
8:30am to 9:30am
Tab Stewart, ABA

Current OCC Trust Initiatives
9:45am to 10:45am
Ed Thomson, OCC

AML Risks within Wealth / Trust
11:00am to 12:00pm
Tom Bogle, Dechert LLP

Hosted Lunch
12:00pm to 1:00pm

ERISA Update
1:00pm to 2:00pm
David Kaleda, Groom Law

Roundtable Discussion
2:15pm to 3:15pm
Bradley Beshea, Leader

All That Glitters: A Guide to the Art Market for Advisors
3:30 to 4:30pm
Ronald Varney, Ronald Varney Fine Art Advisors

Adjourn
4:30pm
 

 

TRAINING LOCATION:

Federal Reserve Bank of Dallas
2200 N. Pearl Street
Dallas, TX 75201



SEMINAR FEES:

TBA/FIRMA Members -- $395
Non-members -- $675