Sunday, April 28, 2013 1:00 PM - 3:00 PM
Executive Vice President
CANNON FINANCIAL INSTITUTE
Athens, Georgia
Federal Fiduciary Regulatory Reporting Requirements: Present-
ing an overview of the federal reporting requirements for a fidu-
ciary institution. Duane will include DOL, IRS, SEC, IRS,
PBGC, OCC, FDIC, FRB and other federal agency reporting re-
quirements along with suggestions on how to organize and con-
trol the process effectively and efficiently. Attendees will also
learn common errors and pitfalls.
HANDOUTS WILL BE DISTRIBUTED ON-SITE.