October 28-29
Johnston, Iowa Bankers Association

Register to Attend

Presented by Cannon Financial

This two-day seminar focuses on why trust departments do what they do. As an trust operations professional this seminar will expose you to principles and rules that govern the industry, including regulatory and legal framework within which trust departments and trust companies operate today. 

This seminar is designed for any trust operations staff working in personal trust and estate accounts and wealth management. It is developed at the beginning to intermediate level, but any trust operations staff will gain benefit from the information. 

Seminar Highlights 

1. Operational Risks- A Deeper Dive
2. Hot Topics from Regulators
3. Beyond the Basics-Administrative and Investment Reviews
4. Dealing with Trading & Investment Errors
5. Asset Valuation Issues
6. Client Notifications
7. Difficult & Hard-to-Find Beneficiaries
8. FDIC’s Statement of Principles of Trust Department Management
9. Record Retention for the Fiduciary
10. Uniform Fiduciary Access to Digital Assets Act
11. Problematic Trust Language
12. Powers of Appointment vs. Powers of Attorney

Printed Registration Form

Hotel Information

Stoney Creek Inn
5291 Stoney Creek Ct., Johnston
(515) 334-9000

Hilton Garden Inn
8600 Northpark Drive, Urbandale
(515) 270-8890

TownePlace Suites by Marriott
8800 Northpark Drive, Urbandale
(515) 727-4066

Registration Fees

• Members – $600; Nonmembers – $900

Register to Attend

CE Hours – information coming soon

• CLE
• CTFA
• CSOP