Conference Materials

2022

The Power of the Basics - Account Reviews

Wednesday, May 4, 2022 3:30 PM - 4:30 PM

Speaker

Mary Ann Lowney

Retired – BANK OF AMERICA PRIVATE BANK
Managing Director, Compliance and Operational Risk Executive
Boston, Massachusetts

Speaker Bio

Session Description

With a focus on administrative account reviews, a fresh look at how effective account review processes enhance client satisfaction and minimize compliance and operational risk. Roles and responsibilities of first and second lines in the execution and oversight of account reviews will be part of our dialogue.

Session Materials

Power of the Basics – Account Reviews

Power of the Basics – Account Reviews