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Deborah A. Austin “Control of Marketing Materials”

New!  Dolores Atallo-Hazelgreen
“Enterprise Risk Management”

David Bilko “Balance Between Audit/Compliance and Risk Management - Best Practics”

Melody M. Bohlmann “Discretionary vs. Directed Investment Risk”

New! Dominic Campisi “Fiduciary Litigation”

Brian Chase
“Employee Benefit Plan Audits”


David Cormak
“Personal and Institutional Trusts Administrative Reviews”


Barbara Cornyn
“Regulator Open Session - FED”


Michael Coyne
“Balance Between Audit/Compliance and Risk Management - Best Practics”

Larry Divers “Complex Investments”

Judith A. Dorian
"Common IRA Mistakes”


Judith A. Dorian
“Regulatory Roundtable”


Julia Fredricks
“Balance Between Audit/Compliance and Risk Management - Best Practics”


Julia Fredricks
“Governance and Trust Committee Structure”


Lynn Goldstein
“What You Need To Know About Privacy and Why”


New! Anthony A. Guthrie
“Hot Topics – Corporate Trusts”

New! Richard W. Jacobs “Wednesday Luncheon”

Thomas G. Kennedy
“International / Offshore Trust and Wealth Services”


Thomas G. Kennedy
“Key Risks in Doing Business with Family Offices”

Tyler G. Kim  “Soft Dollars - Rule 28e”

William Langford
“AML / BSA”


George P. Lencyk
“Overseeing the Introduction of New Products”


Eugene A. Ludwig  “Trends in Risk Management and Compliance and Their Impact on Asset Management”

Joel Miller
“Regulator Open Session - OCC”

Sally Miller “Hot Legislative Trust Issues”

Donald F. Moore
“Auditing Compensation Plans - Risks and Conflicts”


Valerie Nielsen
“Risk Metrics - Management Tools”


Michael J. O’Connor
“Pandemic Preparedness - Myths, Hype, and Reality”


Peter Pangis
“Dynasty Trusts”


Satish G. Pattegar
“Corporate and Class Actions Settlement Process”


Gary E. Pelcak
“Fiduciary Roundtable - Small Bank”


Warner W. Price “Fiduciary Roundtable - Large Bank”

Charles Roame
“Leading-Edge Investment Strategies & Associated Risks”


Roberta J. Ufford
“Hot Topics - ERISA”

Karyn D. VincentAIMR / GIPS

New! John H. Walsh
”Regulator Open Session - SEC”


New! Carla Walter-Clifton
“Regulator Open Session - FDIC”


Gail E. Weiss
“SEC Rule 22c-2”

Bill Williams “Consumer Regulation Oversight in Trust and Private Banking”

Frederick Yorke “International / Offshore Trust and Wealth Services”

Frederick Yorke
“Key Risks in Doing Business with Family Offices”

Frederick Yorke “Outsourcing and Vendor Management”

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