Conference Materials

2015

Fiduciary and Trust Governance-Are You Informing the Right People in the Right Positions About Fiduciary Risk?

Thursday, April 23, 2015 9:15 AM - 10:15 AM

Speaker

James Marion

National Fiduciary Advisor Executive
U.S. TRUST, BANK OF AMERICA
Private Wealth Management
Chicago, Illinois

Speaker Bio

Session Description

Our attendees will learn the answers to these critical questions:

  • Who are the members of the Trust Committee?
  • What does the Board really need to know about the Trust activity of the bank?
  • What is the highway to get that information to the Board?
  • What are the sub-committees, and who are the members? Who votes?
  • Where do you draw the line on what gets reported?
  • How do you make sure risk issues don't get too diluted before they reach the Board?
  • Is the Board Trust Committee the highest level, or do issues go to other Board risk committees or the full Board?

     

Session Material

Presentation