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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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Fiduciary Glossary

Every office needs one of these comprehensive glossaries! It provides an exceptional collection of clearly-worded definitions for over 1500 trust and financial services terms. This handy reference is a must for any personnel new to the trust business and can be a lifesaver for trust veterans brushing up on unique terms. It also is a great idea for commercial banking partners or industry service providers who can benefit from a better understanding of trust terms. So affordable, you can purchase multiple copies. Order today!

Member:
$30.00
Nonmember:
$50.00
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Trust Compliance Checklist-Online

The Trust Compliance Checklist is a concise and easy reference to the requirements for trust department compliance with applicable laws, including Gramm-Leach-Bliley Act, the Sarbanes-Oxley Act, the Patriot Act, the Texas Uniform Prudent Investor Act and the Texas Uniform Principal and Income Act, and more! It should help: establish a uniform system for creating and managing trust departments' compliance programs; conserve trust department human and financial resources; expedite the exam process, thereby reducing chargeable exam hours; and allow for better communication between the compliance officer and the examiner for ongoing supervision of trust activities. Downloads in Microsoft Word format to enable company-specific tailoring.

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Member:
$175.00
Nonmember:
$295.00
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Trust Operations and Procedures Manual-Online

This manual is an abundant source of methods, guidelines and approaches to basic functions of trust departments. It addresses areas such as acceptance, administration and closing of accounts, investment supervision, collective investment funds, mineral and real estate properties and accounting, stocks and securities, data processing, accounting and trust records, insurance coverage, accounting controls, audit standards and record retention. In doing so, it takes into account recent legislative and regulatory developments. Downloads in Microsoft Word format to enable company-specific tailoring.

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Member:
$250.00
Nonmember:
$395.00
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Trust Policy Manual-Online

The Trust Policy Manual incorporates revisions resulting from new laws and regulations. Considered among the most comprehensive manuals of trust policies available, this publication is utilized nationwide and often recommended by industry regulators.

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Member:
$250.00
Nonmember:
$395.00
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UPIA Handbook-Online

The UPIA Handbook is designed to offer quick, practical reference to trustees living with the Texas Uniform Prudent Investor Act and the Texas Uniform Principal and Income Act. The publication offers statutory reference to the language of both Acts along with related commentary by the National Conference of Commissioners on Uniform State Laws (NCCUSL) and the Texas State Bar, respectively. The publication also offers additional implementation considerations for various elements of the Acts as well as reference to policies from the Trust Policy Manual. Every trustee needs one!

Download Table of Contents
Member:
$175.00
Nonmember:
$295.00
↑/↓ Full Details