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Directors’ Training for Trust

In today's environment, directors are under increased pressure from regulators, shareholders and customers to ensure the bank is in good shape. This 3 part web series provides directors the tools and knowledge to carry out their duties while offering the flexibility of participating at their own pace or in a group setting. Each session is 2 hours presented by experienced industry expert, Randy Pople.

Mr. Pople is a Certified Financial Planner and an Accredited Estate Planner with over 30 years of experience in Estate Planning and Wealth Management. Prior to joining Pople Financial Consulting, Inc., Randy served as president of Capital City Trust Company. He also worked in management roles in the Trust Divisions of Wachovia Bank and First Tennessee Bank. Randy is a graduate of Memphis State University.

SESSION 1:
What does it mean to be a fiduciary: An Introduction to Trust and Trust Oversight

SESSION 2:
Standard Practices for Risk Issues - Fiduciary, Investment and Technology

SESSION 3:
The Board's Role: Reporting, Policies, Planning and Business Development

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Member:
$1,200.00
Nonmember:
$2,000.00
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