Cart Summary
0 item(s) ($0.00)
Products & Publications
Event Details

Event Registration - Complete Fundamentals
Thursday, February 06, 2020
Friday, February 07, 2020
The introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, business development officers, and anyone with a desire to understand “the basics.”

Download the Registration Form

Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.


Thursday, February 6 - Trust & Estate Fundamentals
8:00 a.m. - 8:30 a.m. Registration
8:30 a.m. - 12:00 p.m. Program
12:00 p.m. - 1:00 p.m. Lunch (provided)
1:00 p.m. - 5:00 p.m. Program

Friday, February 7 - Investment Fundamentals
8:30 a.m. - 9:00 a.m. Registration
9:00 a.m. - 12:00 p.m. Program
12:00 p.m. - 1:00 p.m. Lunch (provided)
1:00 p.m. - 3:00 p.m. Program
TIB - The Independent BankersBank, N.A.
11701 Luna Road
Farmers Branch, TX 75234
There are many hotels in the area. Listed below are a few convenient options.

DoubleTree by Hilton Hotel Dallas - Farmers Branch
11611 Luna Rd, Farmers Branch, TX 75234
Phone: (972) 506-0055

Omni Dallas Hotel at Park West
1590 Lyndon B Johnson Fwy, Dallas, TX 75234
Phone: (972) 869-4300
Dian Kauth, JD
Trust & Estate Fundamentals is taught by Dian Kauth, Chief Fiduciary Officer for Texas Capital Bank, more than 30 years of banking experience, primarily in trusts.

Brian Korb, PhD, CFA, CFP
Investment Fundamentals is taught by Brian Korb, Portfolio Manager & Senior Vice President for Broadway Bank, with more than 27 years of Investment Management and teaching experience.

Progress %

Elapsed time:  Estimated time: