Conference Materials

2015

Building a Wealth Management Risk Assessment Model

Sunday, April 19, 2015 1:00 PM - 4:00 PM

Speakers

David Jonke

Compliance Senior Director - Wealth and Asset Management Division
Senior Vice President
FIFTH THIRD BANK
Chicago, Illinois

Speaker Bio
Jeffrey S. Kropschot

Principal and Founder
KROPSCHOT CONSULTING PARTNERS LLC
Sarasota Springs, Utah

Speaker Bio

Session Description

Successful organizations do not equate risk management with risk avoidance. These organizations recognize the importance of a robust and dynamic risk assessment program, which allows them to make informed decisions and take calculated risks to achieve strategic objectives and remain competitive.

We are pleased to offer an invaluable opportunity to learn about creating, implementing and maintaining an effective fiduciary risk assessment program. We will focus on the primary objectives of a risk assessment, which are to identify, measure, and prioritize potential or actual adverse events that may impact an organization and its ability to execute its business plan and achieve strategic objectives. We will also discuss best practices for reporting and tracking significant inherent and residual risks.