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Trust Schools

More details will be on the Schools of Banking website. 

SCHOOL OF TRUST & FINANCIAL SERVICES

Objectives

  • Designed to increase employees’ understanding of the major functional areas of the trust department and their interrelationships
  • Topics include: trust administration, investments, estate planning, fiduciary income taxes, retirement planning, compliance, probate & conservatorships, and operations

Who should attend?

  • New or specialized trust employees
  • Bank attorneys and bank officers entering the trust department
  • Bankers wishing to update or increase their specific trust knowledge Admission Requirements

Admission Requirements

  • Six months of trust department experience

NEXT OFFERING
These Schools are offered concurrently in odd-numbered years only.

School of Trust & Financial Services
August 19-23, 2019
Omaha, Nebraska

ADVANCED TRUST SCHOOL

Objectives

  • Designed to provide up-to-date concentrated instruction on both operations and administration topics
  • Topics include: advanced account administration, principal and income accounting, policies/procedures for opening/closing trust accounts, unique assets management, compliance and ethics, trades, settlements and clearing, receipts and disbursements, investments, relationship management, estate planning techniques and trust department management.

Who should attend?

  • School of Trust and Financial Services graduates
  • Trust administration or operations professionals with a minimum of four years progressive trust experience

Admission Requirements

Completion of the School of Trust and Financial Services or four years of progressive trust operations or administration experience

NEXT OFFERING
These Schools are offered concurrently in odd-numbered years only.

Advanced Trust School
August 20-22, 2019
Omaha, Nebraska 


Both Trust Schools are offered in odd-numbered years only (2019, 2021, etc.)