Wednesday, May 1, 2013 1:15 PM - 2:15 PM
Senior Vice President, Fiduciary Compliance Director
MUFG UNION BANK
San Diego, California
Principal
FIDUCIARY FORESIGHT, LLC
Portage, Michigan
Does your firm permit their use? Learn about the hidden dangers
associated with the use of various industry designations. Some may
carry unanticipated risks or unknowingly subject your firm and its
employees to codes of ethics and standards of care that you are
not equipped to manage. Come prepared to share your firm’s
approach and learn about the pros and cons of allowing employees
to use professional and educational designations.