• Trust Complete Fundamentals Seminar
  • Advanced Trust & Portfolio Management Seminar
  • Current Risk Issues & Compliance Seminar

News & Headlines

Agencies Offer Relief from Appraisal Requirements for Hurricane-Affected Areas

The regulatory agencies yesterday announced that they would temporarily ease appraisal requirements for real estate transactions in areas affected by hurricanes Harvey, Irma and Maria.

Former TBA Chairman Ken Burgess Named as New ABA Chairman

Kenneth L. Burgess, Jr., chairman, FirstCapital Bank of Texas, has been elected chairman of the American Bankers Association for the 2017-2018 association year.

Survey: Three in Four U.S. Voters Say Tax Reform Should Be Priority for Congress

Nearly three-fourths of U.S. registered voters believe that passing tax reform should be the top or an important priority for Congress, according to a new survey conducted by Morning Consult for the Financial Services Roundtable.

Treasury Issues Recommendations on Capital Markets Regulatory Reform

The Treasury Department issued an extensive report on Friday outlining recommended regulatory changes to maintain the vibrancy of U.S. capital markets.

Upcoming Events

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  • October 26 2017
    Advanced Trust & Portfolio Management Forum 10/26/2017 This event is designed for experienced wealth management and trust professionals. It offers valuable continuing education on a broad range of timely topics in an efficient, cost-effective format. The setting encourages questions and discussion, while the breaks offer the benefits of peer networking.

    Download Registration Form

    Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.


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  • November 3 2017
    Current Risk Issues & Compliance Seminar 11/03/2017 New regulation and litigation heighten risks for fiduciaries. With an increasingly complex operating environment, your organization needs to stay on top of the latest issues, challenges and approaches to compliance, auditing and risk management. This seminar includes valuable material, presentations and discussions to help you address these timely issues.

    Download Registration Form

    Questions: Contact Ashlee Bennett by or call (512) 472-7391.


    Add to Calendar