Trust Audit, Compliance & Risk Management Issues & Updates
These courses are structured to keep trust audit and compliance professionals apprised of current developments within the industry. Given the nature of emerging issues and trends, exact coursework may vary.
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Course Description
About Cannon's Online Experience
For Cannon On-demand
Cannon offers three ways to experience our programs online. This course is offered through our Cannon On-demand platform. Cannon On-demand is a traditional online self-study course with all materials being available immediately through a Cannon website. Participants learn through the integrated use of content modules, video assignments, and knowledge checks.
View FAQ and more information.
Course Description
Schedule:
Registration takes place on Monday morning. Class begins on Monday at 8:00 AM and ends Tuesday at 5:00 PM.
Costs:
An investment of $1,570 includes registration, tuition, breakfast, and lunches.
*Please Note* Room is not included in this purchase. Please call 706.353.3346 for details.
Select a Session:
Topics
- Hot Topics and Trends
- Regulatory Updates
- Trust Audit Updates
- Case Studies
- Roundtable Discussions
Online Exclusives
Are you ready? The Cybersecurity Assessment Tool - Available Now
Cyber-crime is on the rise; will your firm be ready to fight back?
Getting in Line: FINRA & SEC Examination & Regulatory Priorities - December 2018
Review the FINRA and SEC issues that may impact your audit, compliance and risk management processes.
The Emerging Uniform Directed Trust Act - Comparing Risks of Discretionary, Delegated & Directed Trusts - March 2019
Uniform law impacting the rapidly growing area of directed trust is still emerging.
Comparing Risks of Discretionary, Delegated & Directed Trusts - March 2019
Compliance and risk management see things differently, especially when it comes to the different types of trusts.
View the complete Cannon Trust Audit, Compliance & Risk Management Issues & Updates Collection here.
Many professionals satisfy Continuing Education and/or Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time sensitive and vary by designation and state. Cannon encourages early registration in order to allow for ample processing (request for credits may not be available after course completion).