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Event Registration - Current Risk Issues & Compliance Seminar
Friday, October 25, 2019
7:45 AM - 4:30 PM Central Daylight Time
New regulation and litigation heighten risks for fiduciaries. With an increasingly complex operating environment, your organization needs to stay on top of the latest issues, challenges and approaches to compliance, auditing and risk management. This seminar includes valuable material, presentations and discussions to help you address these timely issues.

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Questions: Contact Ashlee Bennett at 512-472-7391 or
Friday, October 25, 2019
7:45am to 8:15am
Continental Breakfast & Registration

8:15am to 8:30am
Welcome and Introduction

8:30am to 9:30am
Trust Regulatory and Legislative Update
Tim Keehan, ABA

9:45am to 10:45 am
Current OCC Trust Initiatives
Ed Thomson, OCC

11:00am to 12:00pm
Conflicts of Interest
Kim Breithhaupt, Argent Fiduciary Consulting Services

12:00pm to 1:00pm
Hosted Lunch

1:00pm to 2:00pm
ERISA Update
Arsalan Malik, Groom Law

2:15pm to 3:15pm
Roundtable Discussion
Bradley Beshea, Leader

3:30 to 4:30pm
Unique Assets
Richard Jacobs, Innovest
Frost Bank
111 West Houston Street
San Antonio, TX 78205
Due 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).