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FHA Answers Concerns about Lien Priority for Energy Efficiency Loans

Posted on 8/25/2015
The Federal Housing Administration yesterday announced that it will finance single-family home loans for energy-efficiency retrofitting, provided those loans preserve payment priority for first-lien mortgage holders.

FOMC Minutes: Conditions Edging Toward Rate Hike

Posted on 8/20/2015
The Federal Open Market Committee’s deliberations landed on keeping interest rates near zero despite continued economic expansion in the U.S., according to the minutes from the committee’s July 28-29 meeting.

Dallas Fed Names New President

Posted on 8/18/2015
The Federal Reserve Bank of Dallas yesterday named Robert Kaplan as its next president and CEO. Kaplan, who takes office on Sept. 8, is a former investment banker and vice chairman at Goldman Sachs.

Sen. Shelby to Speak on Dodd-Frank in San Antonio

Posted on 8/14/2015
U.S. Sen. Richard Shelby will be in San Antonio Aug. 31 to discuss how the banking industry has transformed under the implementation of the Dodd-Frank Act and what impact that has had on the business community.

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  • September 17 2015
    The Complete Fundamentals 09/17/2015 This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, business development officers, and anyone with a desire to understand "the basics." The first day offers a comprehensive overview on trusts - addressing terminology, administration, fiduciary and agency services, assets and ownership, taxation and regulation. The second day focuses on the basics of estate planning, management and settlement and also offers an easy-to-understand review of trust investments - terminology, investment objectives, asset allocation, securities and nontraditional investments.
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    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.

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  • October 2 2015
    Trust Audit Seminar 10/02/2015 This seminar is designed for the seasoned audit professional desiring to understand the basics of fiduciary audit principals or for the less seasoned fiduciary audit professional. The course will cover a review of trust fundamentals and minefields in the operations area, as well as the aspects of Reg. 9: pre-acceptance reviews, post-acceptance reviews and annual reviews. There will also be a "Hot Button Topics" session presented by Regulators to emphasize areas of concern.
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    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.

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  • October 16 2015
    Advanced Trust Forum 10/16/2015 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, costeffective format. The setting encourages questions and discussion, while the breaks offer the benefits of peer networking.
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    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.

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  • November 6 2015
    Risk Issues & Compliance Seminar 11/06/2015 FIRMA and Wealth Management & Trust, a division of the Texas Bankers Association, are proud to jointly host the 2015 Risk Issues & Compliance Seminar. The program content is designed to benefit risk managers, compliance professionals, auditors at all skill levels, and regulators and financial services consultants as well as fiduciary and investment executives and administrators. It features timely topics and valuable discussions by recognized industry experts. This seminar is loaded with valuable information you do not want to miss. Join us in Dallas!
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    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.

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