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  • Learn from outstanding interactive multimedia coursework
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More Catalog Selections

Course

2014 National Conference

|
Presented by: Errol Weiss, Denise A. Lettau, Sally Larson Sargent


Date of video: April 30, 2014

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Course

The FIRMA 2012 Risk Issues Series

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Presented by: Roberta J. Ufford, Martin E. Lybecker, Van Ritch


Date of video: Nov 2012

The FIRMA 2012 Risk Issues Series  @@@MoreBegin@@@

Includes a total of 3hr 2mins of content:
• ERISA Update
• Interviewing Techniques – Finding the Truth
• Fiduciaries Post-Dodd-Frank World

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Session

Cyber Security

1 part (1hr 02mins) |
Presented by: Errol Weiss


Date of video: April 30, 2014


Director
Cyber Intelligence Center
CITIBANK, N.A.
New York, New York


Errol Weiss is the Director of Citi’s Cyber Intelligence Center, which is responsible for collecting, analyzing, and exchanging threat intelligence in an effort to protect the Citi brand, global business operations, technology infrastructure and client trust against cyber threats world-wide. @@@MoreBegin@@@


In June 2012, Errol testified before the House Financial Services Subcommittee on Capital Markets and Government Sponsored Enterprises, on behalf of the Securities Industry and Financial Markets Association (SIFMA), on how to best protect capital markets from emerging cyber threats

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Session

Elder Abuse – Neglect and Exploitation

1 part (1hr 06mins) |
Presented by: Denise A. Lettau


Date of video: April 30, 2014


Vice President, Senior Trust & Fiduciary Specialist
Life Management Services
WELLS FARGO PRIVATE BANK
Fort Lauderdale, Florida


The changes in society, most especially the rise of elders living alone (57% lived in multi-generational households in 1900 compared to less than 15% today) has led to the increased vulnerability of elders.  As a result, they are more prone to abuse, neglect and exploitation.  The speaker will touch upon some of the existing laws to protect seniors and also preventative measures that may be taken.

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Session

Special Needs Trusts (SNTs) for the Disabled

1 part (46mins) |
Presented by: Sally Larson Sargent


Date of video: April 30, 2014


Senior Managing Director
& Head of Personal Trust
MB FINANCIAL BANK, N.A.
Rosemont, Illinois


Join in a discussion of the use of special needs trusts (a/k/a supplemental benefits/care/needs trusts) for@@@MoreBegin@@@ persons with disabilities, including: 
·   Why, when, by whom and for whom
    SNTs are established
·   Role and duties of the SNT trustee
·   Standards and rules regarding
    SNT disbursements
·   Governmental benefits - qualification and
    repayment obligations

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Session

ERISA Update

1 part (1hr 12mins) |
Presented by: Roberta J. Ufford


Date of video: Nov 2012

Please join Roberta, one our country’s foremost experts on ERISA law, for a valuable, not-to-miss update on EB regulatory requirements, recent EB court cases, and IRA compliance issues. Roberta is a distinguished attorney and partner in the Washington, DC law firm of Groom Law.

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Session

Fiduciaries Post-Dodd-Frank World

1 part (46mins) |
Presented by: Martin E. Lybecker


Date of video: Nov 2012

Marty Lybecker is one of our country’s most respected voices for investment securities legislation.@@@MoreBegin@@@ Please join Marty for an in-depth, expert journey through regulatory interpretation and practice for the fiduciary standard for broker dealers and investment advisors. Marty is a nationally known speaker and partner in the Washington, DC law form of Perkins Coie, LLP

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Session

Interviewing Techniques – Finding the Truth

1 part (1hr 04mins) |
Presented by: Van Ritch


Date of video: Nov 2012


Van Ritch is a 30-year expert in the fascinating field and “art” of detecting deception.@@@MoreBegin@@@ Van will share insights from his education posts with the US Government, the US military, and US law enforcement on interrogation and interviewing techniques.
Please join Van as he provides expert tips for:

• how to detect deception during an interview
• how to conduct better interviews
• how to be better prepared for interviews and during interviews.

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