2022 Trust Examiner School - Presentations

Trust Examiner School Live Virtual October 18 – 27, 2022

Tuesday, October 18, 2022

Introduction & Pre ‐ Course Review

1:00 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 4:00 pm

Break

Introduction (continued)

Wednesday, October 19, 2022 Prior Class Review

1:00 pm – 1:30 pm 1:30 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 3:30 pm 3:30 pm – 4:00 pm

Supervision & Organization

Break

Supervision & Organization

Operations, Internal Controls & Audit

Thursday, October 20, 2022 Prior Class Review

1:00 pm – 1:30 pm 1:30 pm – 2:45 pm 2:45 pm – 3:00 pm 3:00 pm – 4:00 pm

Operations, Internal Controls & Audit

Break

Asset Management

Tuesday, October 25, 2022 Prior Class Review

1:00 pm – 1:30 pm 1:30 pm – 2:15 pm 2:15 pm – 2:30 pm 2:30 pm – 4:00 pm

Asset Management

Break

Account Administration

Wednesday, October 26, 2022 Prior Day Review

1:00 pm – 1:30 pm 1:30 pm – 2:15 pm 2:15 pm – 2:30 pm 2:30 pm – 4:00 pm

Account Administration

Break

Conflicts of Interest

Thursday, October 27, 2022 Prior Day Review

1:00 pm – 1:30 pm 1:30 pm – 2:15 pm 2:15 pm – 2:30 pm 2:30 pm – 3:30 pm 3:30 pm – 4:00 pm

Conflicts of Interest

Break

Earnings

Final Assessment