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Patrick M. Ardis “The Nature & Psychology of Fraud”

Dolores Atallo-Hazelgreen
“Operations Risk Management”

Stephanie Boccio “Regulator Open Session - OCC”

John Clark “SEC Exam Preparation for Investment Advisors”

Roger C. Coffin “Ethics in the Financial Services Industry”

Fran M. DeMaris
“Personal Trust Administration”


Fran M. DeMaris
“Personal Trust Tax”


Anees Din, CPA
“Hedge Fund Risks”


Christine M. Farquhar
“Compliance Monitoring”


Peter Fitzgerald
"BSA / AML”
Added 6/10/2006

Larry H. Goldbrum
“Trends in Fee Disclosure”


Nanna Goodfellow
“Regulator Open Session - OCC”


Daniel Hirce
“Trading Desk Issues”


Julia Kirby
“At the Crossroads - Privacy and Information Security”


Julia Kirby
“Regulatory Roundtable”


Stanley Koepke
“EB Directed Trustee Issues”


William D. Langford, Jr.
“The Role of FinCen in Combatting White Collar Crimes and Terrorist Financial Activity”


Duane Lee
“Personal Trust Operations: Do You Know What Your Competitors Are Doing?”


Duane Lee
“Reg. 9: How Much Do You Think You Know?”

Duane Lee "Hot Topics – Investments"Added 6/19/2006

Timothy MacDonald  “Regulator Open Session - FED”

Susan Marcille
“Identifying the Risks in Compensation and Incentive Plans”


Brad Markham
“20 Years of Compliance - Now Is Still Then - Only More So”


Elizabeth Meier  “Regulator Open Session - FED”

Sally Miller
“Gramm-Leach-Bliley Update”
Added 6/19/2006

Sally Miller
“Hot Legislative Issues”

R. Dennis Moon “Unique Assets” Added 6/10/2006

Donald F. Moore
“Hot Topics - Fiduciary: The Good, The Bad, and the Ugly”


Joel Naroff
“Do We Have a Risky Economy?”


Paul Nelson
“Merger and Acquisition Due Diligence”


Andrew Nolan
“SAS 70”
Added 6/10/2006

The Honorable Mark W. Olson
“The Increasing Role of Risk Management”


Carsten Otto
“Hot Topics - Investments”


Thomas J. Pauloski
“Annuity Risks”


Gary E. Pelcak, CTA, CFSA, CFE
“Fiduciary Roundtable – Small Bank”


Warner W. Price
“Fiduciary Roundtable – Large Bank”


William C. Ries “Hot Topics - Insurance”

Paul Rozek, MPM
“Searching the Clues for IT Risks”
Added 6/10/2006

John A. Sabino
“How to Audit Sales Practices”


Lynn K. Shipman
“Administering IRAs”

Scott SlaterMerger and Acquisition Due Diligence

Marilyn Smith, CFCP, CRP
”Automation of Audit and Compliance Tools”


Todd Smurl
“Separately Managed Accounts”


James D. Strickland, CIA, CRP
“Automation of Audit and Compliance Tools”


J. David Thompson “EB Directed Trustee Issues”

Roberta J. Ufford
“EB Emerging Issues”


John H. Walsh
“Regulator Open Session – SEC”


Bill Williams
“Regulator Open Session - OTS”

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