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Telephone Briefing / Webcast Calendar
Overview | Order Audio CDs
ABA makes it easy! Without leaving your office, you (and your staff) can stay on top of the current issues facing bankers today. All you need is a speakerphone and a pad of paper. Save the time and expense of travel. Gather your staff and keep them informed - all for only $255 (ABA Member Site License Fee).
Please note: the times listed below reflect Standard Time.
November 2008
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New Date!
Mar 31, 2009 |
Baby Boomer Blues: The Impact of Increased Regulatory Scrutiny on Bank-Annuity Sales
During this live, two-hour telephone briefing, our panel of industry leaders will provide you with valuable insights to help ensure your bank handles annuity sales responsibly. You will take valuable ideas back to your bank on how to meet your clients' retirement savings needs, implement fair annuity sales practices, and help your advisers have a solid understanding of the product including the risks involved.
Program Info | Contact: Linda Shepard
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December 2008
December 3
2:00 - 4:00 pm
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HMDA -- What Your Institution Needs to Know About What Lies Ahead
This live, two-hour telephone briefing by HMDA experts will discuss recent changes to HMDA requirements, the 2007 data, and what your bank should be doing for HMDA and fair lending compliance.
Program Info | Register Online | Reg Form (PDF) | Contact: Cari Hearn |
December 4
2:00 - 4:00 pm
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Recent Developments in Estate Planning
[Last in the 2008 Trust and Estate Planning Telephone Briefings]
This live telephone briefing will examine various developments over the year with respect to estate tax, gift tax, generation-skipping tax and income tax and their effect on fiduciaries, trust beneficiaries, clients and customers.
Program Info | Register Online | Reg Form (PDF) | Contact: Linda Shepard |
December 9
2:00 - 4:00 pm
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Information Technology: Examiner Expectations in 2009
This two-hour, live briefing will discuss regulatory information technology issues examiners will be taking a special interest in during your next IT exam. Our panelists will exam new risks and regulatory expectations associated with deploying new technologies and what criteria examiners will expect your bank to meet. Get tips on how to comply with and effectively manage risk for remote capture, mobile banking and the ID Theft Red Flags rule.
Program Info | Register Online | Reg Form (PDF) | Contact: Linda Shepard |
December 10
2:00 - 3:30 pm
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Effective Board Committees: The Audit Committee and Beyond
Board committees have become more integral than ever to the proper functioning of busy, often over-burdened bank boards. More and more, harried boards delegate detailed work to their committees, reserving full-board time for strategic concentration. And while traditional committees retain their importance, the Audit Committee continues to evolve into the hub of the committee structure. Join ABA's panel of experts for a 90-minute telephone briefing about building more effective bank governance through board committees.Program Info | Register Online | Reg Form (PDF) | Contact: Traci Levia |
December 10
2:00 - 4:00 pm
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Mobile Financal Services for Community Banks
This two-hour live telephone briefing/Webcast will provide you with a tutorial on mobile financial services, including players, applications, "mobile realities," mobile business models and technology.
Program Info | Register Online | Reg Form (PDF) | Contact: Cari Hearn |
Upcoming Briefings
Telephone and Webcast Briefing dates and program information are constantly added. Please check back soon for upcoming briefings.
Telephone Briefing Series
Questions? Please contact lshepard@aba.com for more information.
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