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Event Registration - Trust Audit & Operations Program

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Start Date:
Wednesday, June 13, 2018
End Date:
Thursday, June 14, 2018
Time:
9:30 AM - 3:00 PM Central Daylight Time
Description:This seminar explores a range of timely areas pertaining to trust operations and audit such as recent regulatory and legislative developments, unique assets, products and services, tax implications and other practical applications. There will also be a "Hot Button Topics" session presented by regulators to emphasize areas of concern.

Download Registration PDF

Questions: Contact at (512) 472-7391.

TRST AUDT HROP CMPL

ScheduleJune 13th
10:00 - 11:00 a.m.
RCT Call Report
Jeffrey Kropschot, Kropschot Consulting Partners, LLC

11:00 - 11:15 a.m.
Break

11:15 a.m. - 12:15 p.m.
Special Needs Trusts
Christina Lesher, Law Office of Christina Lesher, PC

12:15 - 1:30 p.m.
Networking Lunch

1:30 - 2:30 p.m.
Insurance Trust
David Reber, Jordan Monk Reber, PC

2:30 - 2:45 p.m.
Break

2:45 - 3:45 p.m.
Unique Assets (include IRAs)
Brad Davidson, Unique Asset Partners LLC

3:45 - 4:00 p.m.
Break

4:00 - 5:00 p.m.
Roundtable
Bradley Beshea, Frost - Banking, Investments, Insurance

June 14th
8:30 - 9:30 a.m.
Electronic Best Practices
Mitchell Klein, Ncontracts

9:30 - 9:45 a.m.
Break

9:45 - 10:45 a.m.
Regulatory Update
David Splawn, Office of the Comptroller of the Currency

10:45 - 11:00 a.m.
Break

11:00 a.m. - 12:00 p.m.
Risk Management
Kit Addleman, Haynes and Boone, LLP

12:00 - 1:15 p.m.
Networking Lunch

1:15- 215 p.m. Tax Reform
Alan Davis, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

2:30 - 2:45 p.m.
Break

2:45 - 3:00 p.m.
Data Analytics
Marc Sandoval, Frost - Banking, Investments, Insurance
Address:
Frost Bank Tower, Commander’s Room
100 West Houston Street
San Antonio, TX 78205
HotelDue to the meeting location's proximity to the Riverwalk, there is a wide variety of hotel options within walking distance. Some options include the Embassy Suites San Antonio Riverwalk-Downtown (210.226.9000), Hotel Valencia Riverwalk (210.227.9700) and the Drury Inn & Suites Riverwalk (210.212.5200).
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