Sally Miller
Director
Center for Securities, Trust, and Investments
AMERICAN BANKERS ASSOCIATION
Washington, D.C.
With the finalization of Regulation R on 9/24/07, Sally will discuss
the impact issues that face all fiduciary institutions. With a
compliance date of the first day of your organization’s fiscal year
ending after 9/30/08, the next 12 to 18 months require critical
implementation considerations in the areas of compensation programs,
contract reviews, and system issues. Sally will lead us through an
invaluable discussion of the requirements and exemptions ahead.