Training Programs

NEW! – Risk Assessment Information

Fiduciary Education Center will assist your trust group in evaluating the business risk inherent in the Trust business by focusing on the processes and procedures already in place and making recommendations for improvement.

You and members of your team, working in conjunction with FEC, will establish project parameters. Before beginning an on-site assessment, we will request, and review, certain items of documentation.

The time needed to complete an on-site assessment will be based on your particular situation and will be communicated to you before the assessment process begins.

Issues

Issues to be reviewed typically fall into one of the following categories:

Need for active board and senior management oversight
Adequate policies, procedures and limit guidelines
Comprehensive internal controls

FEC has a tested process to address these issues.

For more information, please contact us.

Seminars and Workshops

All seminars and workshops are interactive, so attendees can ask questions and contribute to the discussion. Our training sessions can be offered in the setting of your choice: a new employee orientation, certification preparation class, workplace “lunch and learn,” off-site workshop, or ordinary conference.