Explore the Catalog

Stay at the forefront of trust audit and compliance. Explore current industry developments, emerging hot topics, and critical regulatory changes. Engage with case studies and participate in roundtable discussions. Ideal for CFIRS® professionals, regulatory experts, and internal trust auditors seeking to maintain cutting-edge knowledge.

Develop essential skills for engaging in productive trust conversations that lead to growth. Learn techniques for sourcing prospects, managing relationships, and building respect in the trust industry through effective communication.

Dive into essential trust taxation concepts in this two-day course. Covers funding, distributions, capital gains, and generation-skipping transfer tax. Designed for trust officers and administrators looking to build a solid foundation in key tax issues for effective trust management.

Master the administration of complex trust assets in this industry-exclusive course. Gain essential knowledge and skills for managing unique and hard-to-value holdings. Ideal for trust professionals seeking specialized expertise in non-traditional asset management. Enhance your ability to navigate challenging valuation scenarios.

Master ERISA compliance for financial institutions offering retirement plans. Explore DOL and IRS mandates, key examination areas, and internal risk evaluation strategies. Ideal for compliance officers, risk managers, and ERISA professionals seeking to enhance their expertise in retirement plan governance and risk mitigation.