ITA Trust Operations Seminar

November 2-3
Iowa Bankers Association Training Room, Johnston

Register to Attend

Click here for printed registration form

Program sponsored by…

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. 

  • Uniform Fiduciary Income & Principal Act
  • Escheatment: Part I-The Basics
  • Escheatment: Part II-Abandoned IRA Accounts
  • Escheatment: Part III-Abandoned QRP Participant Account Balances
  • Properly Opening and Funding a Trusts
  • Designing and Implementing a Complaint Monitoring System
  • Benchmarking for Better Management and Control
  • Regulatory Examination Update-2022
  • Cyber-Security Basics and Beyond
  • The Checklist Imperative: Doing Things Right Every Time
  • Fee Processing Issues & Risks
  • Discretionary, Delegated & Directed Trusts Issues & Risks
  • Schedule RC-T Common Mistakes and Errors
  • How to Keep Your Firm Up-to-Date and Compliant

Pricing – $600 members and $900 for nonmembers

Click here for Online registration

Click here for printed registration form