So, you are presented with an opportunity within the fiduciary line of business; on the surface it appears to be a good fit. However, are you aware of the following: 1) The fiduciary industry is stodgy and innovating – and at the same time; 2) The fiduciary clients are both disinterested and very involved depending upon their mood; 3) The fiduciary employer and the shareholders are expecting a significant return but are requiring the employees to eliminate risk; 4) The fiduciary operating environment is constantly changing and then it isn’t; and 5) The fiduciary regulatory environment is infinite and specific.

Join us in this session as we will answer significant questions, such as:

• What’s the definition of “all”?
• Do you know the life expectancy of a cat?
• What is the average board foot growth of a timber stand consisting of hardwood oak versus that of short needle pine?
• Do we need to accrue or accrete a discount on a long-term bond purchase?
• Can we make investment and portfolio decisions by relying on the request of the family matriarch?
• Does our entire portfolio consist of “not for profit” accounts?

. . . and many other interesting questions that we as fiduciaries need to be aware of when accepting and/or managing that opportunity we are presented. Seriously, the fiduciary industry currently has more opportunities for both return and risk than it has ever had in is past – are you ready to accept these opportunities and prosper?