Thursday, May 9, 2019 8:00 AM - 9:00 AM
National Fiduciary Advisor Executive
U.S. TRUST, BANK OF AMERICA
Private Wealth Management
Risk abounds and resources are scarce. How do we allocate our precious time and focus our divided attention on the key risks that threaten the fiduciary business?
Explore the top five fiduciary risks facing our industry and your institution. Please join Jim to identify the sources of those risks. Attendees will learn the opportunities to create sound business practices supported by preventive and detective controls in order to mitigate those risks and ensure the safety and soundness of your bank.