Conference Materials

2021

Concurrent Sessions - Fiduciary Operations Best Practices: Strategies for Those with Limited Resources

Tuesday, May 11, 2021 3:15 PM - 4:15 PM

Speaker

Donn Alan Lassila

Donn Alan Lassila, 
CFIRS
Vice President, 
Chief Compliance/AML Officer PEAK TRUST COMPANY 
Anchorage, Alaska & Las Vegas, Nevada

Speaker Bio

Session Description

Donn Alan Lassila, 
CFIRS
Vice President, 
Chief Compliance/AML Officer PEAK TRUST COMPANY 
Anchorage, Alaska & Las Vegas, Nevada

Just about every Fiduciary Compliance Department is busier than a single springtime bee in my mother’s May Day garden.  Regardless of the size of your organization you are encouraged to join this interactive workshop. Donn is sharing his experience and observations across multiple financial organizations from his leadership career.  Bring your input and he will share his wins in some of the following key areas:

  • Program definition and alignment with your Company’s strategic plans
  • Identifying a successful role for partners; those you pay for and those  you endear
  • Leveraging technology – carefully
  • Maintaining your relevance through your very own professional development
  • Conflict Resolution & Self Care

Session Material

Presentation