Continuing Education Credit
for the 2009 KBA Trust Conference
Kansas Continuing Legal Education Commission
7.5 hours CLE
1.0 hours Professional Responsibility
Institute of Certified Bankers (ICB)
CTFA 8.0 hours
FID 5.0
FP 1.0
INV 1.0
TAX 1.0
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2009 KBA Trust Conference – Timed Agenda
October 8-9, 2009 |
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CTFA |
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Session(s) |
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FID |
FP |
Tax |
INV |
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10/8/09 |
Understanding FDIC Insurance Rules for Fiduciary
Relationships |
11:05-12pm |
1.25 |
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Agriculture and the Economy |
1:00-1:50pm |
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1.0 |
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Concurrent session |
Recent Ethics Cases |
2:30-3:20pm |
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1.0 |
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Concurrent session |
IRA & 401k Prohibited Transactions |
2:30-3:20pm |
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Or
1.0 |
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Recent Estate and Gift Tax Development |
3:40-4:30pm |
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1.0 |
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10/9/09 |
Open Discussion: Operations, Administration & Compliance
Issues |
8:00-9:00am |
1.25 |
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Case Update & Practical Tips |
9:15-10:15am |
1.25 |
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Financial Exploitation/Elder Abuse – A Perfect Storm |
10:45-11:45am |
1.25 |
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TOTALS |
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5.0 |
1.0 |
1.0 |
1.0 |
Note: All classes that were approved for credits are listed
above. Any classes not included above are not redeemable for
credits.
"The Institute of Certified Bankers (ICB) is dedicated to
promoting the highest standards of performance and ethics within
the financial services industry. The 2009 KBA Trust Conference
has been approved for 8.00 CTFA credits. CTFA credits should be
distributed as follows: 5.00 FID, 1.00 FP, 1.00 INV, 1.00
TAX. This statement should not be viewed as an endorsement of
this program or its sponsor."