Artificial Intelligence in Banking and Finance

Artificial Intelligence in Banking and Finance

Cory Cates, Chief Information Officer, ITM TwentyFirst
Cody Pobuda, Manager of Technology, ITM TwentyFirst
Thursday, October 12th, 2017 at 2 PM ET

Artificial Intelligence (Al) is the science of using machines and computer programs to problem solve and even learn “like humans, but with much greater capabilities. While the concept has been around for several years, it has become a buzzword with the explosion of Big Data – we can now collect and analyze data in ways impossible just a few years ago. So, what does this mean for those in the banking and financial services sector? Things will be changing dramatically in the next few years and you must be able to adjust-for your clients and your career. This session with two IT professionals well versed in the Al field will be a discussion of the ways that Al will affect creative problem-solving and productivity in the marketplace. You will learn what is occurring today and what is just around the corner. You will find out how Al will help your clients and affect your business and practice.

The Court’s View of TOLI Trustee and Fiduciary Liability

The Court’s View of TOLI Trustee and Fiduciary Liability

Michael Brohawn, CFP®, CLU®
Chief Marketing Officer – ITM TwentyFirst
Thursday, September 14, 2017 at 2 PM ET

There have a been a handful of court cases against TOLI trustees and fiduciaries that provide guidance for what you should and should not do when managing an asset like life insurance. The cases provide some bright lines to follow for processes and procedures, and just as important, provide insight to some key traps in TOLI trust management. This session will review these cases and provide clear direction with well defined “key lessons” from each lawsuit. The course will include a Handbook that can be used as a guide going forward. The TOLI trustee or even a fiduciary will learn a great deal from this course.