Bi-Monthly Compliance Briefing – October 2023
Carl Pry, a well known and highly respected compliance expert and recipient of the 2015 ABA Distinguished Service Award will be presenting a bi-monthly update that will address new items to be aware of, deadlines and what’s on the horizon. In a simple language webinar format that you can view from your office, Pry will make sure you have the information you need to keep your financial institution in compliance.
Attendees love the handouts that Pry provides, including links to all relevant source documents and resources.
Topics coming soon.
Who Should Attend?
Anyone in the institution having compliance responsibilities — when you think about this, it could be just about anyone in the institution. This may include members of senior management, operations personnel, lending personnel, underwriters, customer service representatives, back-room personnel, and of course compliance officers, auditors, and attorneys, and anyone else in the institution that might benefit from this valuable information.
Carl Pry is a Certified Regulatory Compliance Manager (CRCM) and Certified Risk Professional (CRP) who is a Managing Director for Treliant LLC in Washington, D.C. Through his working career, as well as through his experience as a banking attorney and officer, he has provided a variety of regulatory compliance and financial performance services to financial institutions and other clients throughout the country. He has written extensively regarding consumer and commercial compliance, tax, audit, and financial institution legal issues, and is a frequent contributor to and currently serves on the Editorial Advisory Board for the ABA Bank Compliance magazine. He has spoken at scores of banking, compliance, and state bar associations, and has conducted training sessions for financial institutions across the country.
- Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
- Available Upgrades:
- 12 Months OnDemand Playback + $110
- 12 Months OnDemand Playback + CD + $140
- Additional Live Access + $75 per person