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Event Registration - Current Risk Issues & Compliance Seminar

Friday, November 03, 2017
8:15 AM - 4:30 PM Central Daylight Time
Description: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.


ScheduleNovember 3, 2017
7:45am to 8:15am
Continental Breakfast & Registration

8:15am to 8:30am
Welcome and Introduction Bradley Beshea, FIRMA

8:30am to 9:30am
Trust Legislative Update
Cecelia Calaby, ABA

9:45am to 10:45am
Current OCC Trust Initiatives
Ed Thomson, OCC

11:00am to 12:00pm
Emerging Risks within Trust
Don Andrews, Reed Smith, LLP

12:00pm to 1:00pm
Hosted Lunch

1:00pm to 2:00pm
ERISA and Fiduciary Rule Update
Michael Del Conte, Groom Law

2:15pm to 3:15pm
Roundtable Discussion
Bradley Beshea, Leader

3:30 to 4:30pm
Privacy Online: Clouds, Social Network and other Ephemeral Storage
Cynthia Hetherington, The Hetherington Group

Frost Bank Financial Center
1700 Post Oak Blvd
Houston, TX 77056
HotelHotel Derek
2525 West Loop S, Houston, TX 77027
Discounted Rate: $159/night
Call: (866) 292-4100 and mention "Texas Bankers Association"
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