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Telephone Briefing / Webcast Audio Recordings

Overview | Calendar

Audio CD and handout packages are available for six months after the Telephone Briefing/ Webcast program date. Briefing registrants receive 50% off ABA Member/Non-member price shown for that program's audio.

Recent Briefings

• Enterprise Compliance Risk Management – An Overview
• Meeting a Beneficiary's Expectations: An Interactive Dialogue
• Anti-Money Laundering Changes: How Do New Expectations Impact Your Program
• Appraisal Review: Income Capitalization Approach
• How'd We Do? Debriefing Joint Sales Calls
• Get Ready for the HIPAA HITECH Rules
• Enhanced Due Diligence Issues in Anti-Money Laundering
• Who's on First? Making Successful Joint Sales Calls
• The New Overdraft Rules: Will Your Bank Be Compliant?

2009 Trust and Estates Planning Series (available until June 30, 2010)

• Estate Planning with a $3,500,000 Applicable Exclusion Amount
• The Fantastic Flexible Charitable Remainder Trust
• Best Practices for Administering Individual Retirement Accounts
• Working with Trust Professionals: The Views of Experts and Beneficiaries
• Tales from the Crypt III -- A Review of Mistakes Made by Executors, Trustees, and Estate Planning Professionals and How to Avoid Them
• Family Limited Partnerships and Limited Liability Companies: Is There Still a Pulse?
• Estate Tax Legislation Update -- What's Percolating in the Halls of Congress
• Dealing with a Difficult or Impaired Customer or Client
• Recent Developments in Estate Planning

2010 Trust and Estates Planning Series (available until June 30, 2011)

• The Impact of No New Estate Tax Legislation 
• Current Issues Facing Fiduciaries in the Investment of Assets

» View All Available Audio CDs/Handouts

Bank Director Series CDs

• The New Basics of Asset-Liability Management for Directors
• Directors and Regulators: Understanding the Examination and Enforcement Process
• Regulatory Update for the Board
• Boards and Strategic Planning in a Challenging Environment
• Effective Board Committees: The Audit Committee and Beyond
• Board Meetings 102: Better Governance for Challenging Times
• Board Self-Evaluation and Performance Improvement
• Directors and the Bank's Portfolios: Understanding Bank Investments and Asset/Liability Management
• Remote Deposit Capture for Community Banks: Turning Potential Into Reality

» View All Bank Director Recordings

For additional information, contact KRM Information Services, Inc. at 1-800-775-7654.

Questions? Please contact Joe Mach / Linda Shepard / Cari Hearn for more information.