Training
Training will be conducted on site at the clients' offices in a face-to-face classroom setting. Trainings are delivered on a wide variety of corporate trust topics and may include, but are not limited to: administration, operations, sales, relationship management, risk management and compliance, Corporate Trust Master Certification (CTMC). See "Corporate Trust Master Certification" tab for more detail regarding the CTMC program.
What are the benefits of training?
Who is the audience?
Any corporate trust providers of all sizes. No one is too large or too small to be considered and to receive the benefits of professionally delivered training on all aspects of the corporate trust business. Targeted training is delivered to:
Who else may benefit?
Training classes are delivered in full day (9:00-4:30) and half day (9:00-12:00 and 1:30-4:30) modules. Breaks of 10 minutes will be given periodically. Classes can be split into repeated half day sessions to allow staff coverage where desired.
Training Delivery Style:
Training will be delivered personally by Jeffrey J. Powell, where he brings his extensive experience to the process. The training will be interactive and engaging using real life examples from his actual experiences. Case study situations will be used to reinforce learning. The style he employs as a facilitator, rather than a lecturer, serves as a basis for in-depth discussion. His objective is to present a more customized training experience designed to meet the immediate needs of the individuals in the room. He actively encourages questions and discussions from every participant. Differing viewpoints are welcome with the goal of stimulating thought process surrounding issues impacting trustees. Jeff has engaged other Corporate Trust professionals to also deliver training in the style outlined above.
Curriculum:
The suggested class offerings are attached below. Classes can be tailored to meet specific client needs as requested.
What are the benefits of training?
- Cost effective training delivered on site so your staff does not travel
- Reinforced learning through the use of real case studies, stories and examples from personal experience
- Heightened risk management awareness of your staff in recognizing risks and successfully addressing them
- Engaging, enjoyable training people want to attend
- Improved knowledge of your staff on both technical aspects and overall understanding of how the corporate trust business works
Who is the audience?
Any corporate trust providers of all sizes. No one is too large or too small to be considered and to receive the benefits of professionally delivered training on all aspects of the corporate trust business. Targeted training is delivered to:
- Client service representatives
- Assistant administrators
- Risk managers and compliance officers
- Legal review staff
- All levels of operations personnel
- Supervisors, team leaders and managers
- Internal auditors
Who else may benefit?
- Bankruptcy lawyers and bond attorneys
- Regulators at the federal and state levels
- Investment bankers
- Accountant
Training classes are delivered in full day (9:00-4:30) and half day (9:00-12:00 and 1:30-4:30) modules. Breaks of 10 minutes will be given periodically. Classes can be split into repeated half day sessions to allow staff coverage where desired.
Training Delivery Style:
Training will be delivered personally by Jeffrey J. Powell, where he brings his extensive experience to the process. The training will be interactive and engaging using real life examples from his actual experiences. Case study situations will be used to reinforce learning. The style he employs as a facilitator, rather than a lecturer, serves as a basis for in-depth discussion. His objective is to present a more customized training experience designed to meet the immediate needs of the individuals in the room. He actively encourages questions and discussions from every participant. Differing viewpoints are welcome with the goal of stimulating thought process surrounding issues impacting trustees. Jeff has engaged other Corporate Trust professionals to also deliver training in the style outlined above.
Curriculum:
The suggested class offerings are attached below. Classes can be tailored to meet specific client needs as requested.
