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
at (512) 472-7391.
TRST AUDT HROP CMPL
9:30 - 10:00 a.m.
10:00 - 11:00 a.m.
Preparation of Call Report Schedule RC-T
Jeffrey Kropschot, Kropschot Consulting Partners, LLC
11:00 - 11:15 a.m.
11:15 a.m. - 12:15 p.m.
Special Needs Trusts: Protecting and Maximizing Public Benefits
Christina Lesher, Law Office of Christina Lesher, PC
12:15 - 1:30 p.m.
1:30 - 2:30 p.m.
Life Insurance Trust
David Reber, Jordan Monk Reber, PC
2:30 - 2:45 p.m.
2:45 - 3:45 p.m.
Unique Assets - Please Your Examiner
Brad Davidson, Unique Asset Partners LLC
3:45 - 4:00 p.m.
4:00 - 5:00 p.m.
Estate Planning and the Tax Cuts and Jobs Act
Alan Davis, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
8:00 - 8:30 a.m.
8:30 - 9:30 a.m.
Lost in Space: The Benefits of Automation in New Worlds of Contract Management and E-Signature
Mitchell Klein, Ncontracts
9:30 - 9:45 a.m.
9:45 - 10:45 a.m.
David Splawn, Office of the Comptroller of the Currency
10:45 - 11:00 a.m.
11:00 a.m. - 12:00 p.m.
Emily Westridge Black, Haynes and Boone, LLP
12:00 - 1:15 p.m.
Bradley Beshea, Frost - Banking, Investments, Insurance
1:15 - 1:30 p.m.
1:30 - 2:30 p.m.
Case Study - How Frost Bank Internal Audit Leverages Data Analytics
Marc Sandoval, Frost - Banking, Investments, Insurance
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).