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.

Please note, audio recordings of ABA Telephone Briefings are not eligible for CPE for CPA credits or CFP continuing education credits.

Recent Briefings

• Managing Third-Party Relationships (Part 3 in a 3-part series)
• Fair Lending—Beyond the Basics
• ACH Risk Assessment and Audit Considerations (Part 2 in a 3-part series)
• The New Deregistration Thresholds under the JOBS Act: What Community Bankers Should Know
• FRB Regulation O: How to Keep Your Insider Lending Program Compliant
• When Bad Things Happen to Good Portfolios: Rethinking Risk and Diversification
• Conducting a Human Resources Audit
• Section 408(b)(2) Disclosure Requirements: Is Your Institution Ready?
• ACH Network Overview (Part 1 in a 3-part series)

View the complete list of available recordings

Trust and Estates Planning Series

Recordings of the 2012 series will be available for purchase until June 30, 2013:

• Issues Facing Fiduciaries in Post-Death Administration
• Top Ten Fiduciary Income Tax Issues
• The Eroding Protection of Trusts in Divorce
• Fiduciary Litigation Update

Recordings of the 2011 series will be available for purchase until June 30, 2012:

• Estate and Gift Taxation in 2011: Whatever the Law Is, What Hath Congress Wrought -- What is the Law and What Estate Planning Techniques Work in 2011?
• A Primer on the GST Tax in 2011 - What Trustees Need to Know in Administering Trusts and Advising Clients and Customers
• Mirror, Mirror on the Wall, Who is the Fairest Asset Protection State of All? -- A Review of the Increasing Importance of Asset Protection Planning to Trust Clients and Customers
• Current Issues in Fiduciary Litigation and How to Minimize a Trustee's Exposure to Litigation -- A Roundtable Discussion 
• An Eleemosynary State of Mind: What Charitable Techniques are Hot and What Are Not  
• Surviving the Retirement Benefits Planning Maze
• The Growing Importance of the Uniform Trust Code in the Administration of Trusts 
• Special Needs Planning for Trust Beneficiaries -- More and More Beneficiaries Need It
• Recent Developments in Estate & Trust Administration 

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.