For many, the trust system is the backbone of their organization, supporting operations, compliance, risk management, client services, and reporting. Relying on outdated systems, or
A trust accounting system tracks and manages funds held in trust to ensure accurate recordkeeping, regulatory compliance, and operational efficiency. It records all funds received,
Designed specifically for Trust Operations Staff, Trust Administrative Assistants, Middle Office Staff, Investment Assistants and IRA Custodial Staff:
-Retirement Planning and Products
-Retirement Saving Strategies and Prohibited Transactions
-Wholesale and Internal Asset Management
-Performance Measurement, Client Communication, and Sales
-Risk Management and Oversight
A Five-Session Exploration of Ethics, Investment Strategy, and Compliance:
-Introduction to Fiduciary Investments
-Investment Industry Overview
-Theories of Investment
-Allocation and Diversification
-Investment Review and Oversight
Relationship Sales Workshop Designed Specifically for Your Firm DOWNLOAD BROCHURE If your current or desired position in your organization carries an expectation that you build
Designed specifically for Trust Operations Staff, Trust Administrative Assistants, and Investment Assistants:
-Introduction to Trust and the Fiduciary
-Trust Regulation: The Backbone of the Industry
-Types of Trusts
-The Seventeen Duties of the Fiduciary
-Account Reviews
-Probate: What It Is, Why It Exists, and Why Fiduciaries Must Understand It
-Uniformity and Uniform Law
-Introduction to Securities
-Key Concepts of Risk and Risk Management
-Key Concepts of Valuation
-Audit, Control and Monitoring
WEBINAR CATALOG OF PROGRAMS Board of Directors Fiduciary Oversight and Education Audience: Board Members, Bank Audit or Compliance, Bank Executives serving on Trust Committee Have
WEBINAR | Board of Directors Fiduciary Oversight and Education Assessing a Non-organic Growth Strategy Objectives: Develop an understanding of the opportunities and challenges when considering
WEBINAR | Board of Directors Fiduciary Oversight and Education Addressing the Trust and Brokerage Interactions at a Strategic Level Objective: Develop a better understanding of
WEBINAR | Board of Directors Fiduciary Oversight and Education So, You Want to Buy an RIA? Objective: Expand the understanding of the challenges and opportunities