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Spring 2025

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Unity Update & Client Feedback

Accruals Training

Spring 2024

Agenda (includes CE credits)

2024A Release and Roadmap

ABA Update

IRA Hot Topic Issues

Unity Update

T+1 Update

Digital Assets

FDIC Coverage Rules

Project Management Overview

Unity Update Project Plan

Unity Project Plan Template

Worthless Securities

Client Onboarding

Advanced Fees Track

Fall 2024

Agenda

Latest Hot Topics for the Regulators

What’s Up With Pennsylvania (UPMIFA)

The Hidden Cost of Aging (Brochure) (Workbook)

Hanging With the Cool Kids: The Most Popular Types of Trusts

TUG Opening Session

Unity Enhancements and Updates

U.S. Economics Overview

Service Now

FIS AddVantage Roadmap

ABA Update

RMD Rules and Regulations

Corporate Transparency Act

Data Breaches Roundtable

Corporate Governance

Investment Policies - Tracking and Monitoring

Fall 2023

Agenda

CE Credit Instructions

Hot Topics for Regulators (OCC Led)

Ethics in Financial Services

T+1 Readiness

Charitable Giving is Harder Than You Think

Unity Enhancement and Updates

Service Now (SNOW) and Client Portal Updates

Audit, Compliance and Risk Management Boot Camp

FIS AddVantage Roadmap & 2023A Release

ABA Update

Third-Party Relationship Risk Management

Weblink 4.0

Role and System Entitlement Reviews

Working With External Investment Managers

SLAs for Trust Ops

Spring 2023

Agenda with CE credits

2023A Release & Roadmap

ABA Update

Unity Update

IRA Hot Topic Issues

T+1 Trade is coming, are you ready?

Corporate Actions

How does ASP processing actually work?

Reconciliations and System Balancing

Efficient Use of AddVantage Documentation

Fees Training Track

Cash Management

Revisiting "New AMI"

Fall 2022

CE Credit Instructions

Agenda with CE Credits

BSA/AML Compliance

Understanding GST…Finally?

GST Outline

Guarding Against Complacency: The Account Review

ESG Investing

ESG Handout

Opening Session

Unity Enhancement and Updates

Service Now and other Service Updates

Regulator Hot Topics

FIS AddVantage Roadmap and 2023A Release

ABA Update

Account Opening/Onboarding

Statement Disclosures

Disclosures Example

Revisiting the DOL Fiduciary Rule

Administrative and Investment (Reg 9) Rules

Reg 9 Supplemental Material

CUEC Secondary Review

Data Retention and Record Retention

Spring 2022

Agenda with CE Credits

2022A Release & Roadmap

ABA Update

Unity Update

Service Now Client Portal

ASP Scripts or Agenda

IRA Processing

IRA Hot Topic Issues

IRA Handouts 1 2 3

System Balancing Cascading Reversals and CVPs

Going Digital

Variable Note Processing

Microsoft Tools - Example Formulas

Unity - User Guide

Unity - Forms Training Guide

Unity - Workflow Training Guide

Unity - Analytics Training Guide

Unity - Client Insights Guide

Fall 2021

See instructions for claiming CE credits (PDF)

Agenda

What are your Risk and Compliance Lines of Defense

Data Governance - Data Integrity

Intent from Interpretation

Goodman Tangible to Intangible

FIS Opening Session

FIS Preparing for Growth

OneSource Lunch and Learn

OCC Hot Topics

ABA Update

DOL Fiduciary Rules

AddVantage Mobile App

RMD

Who is Your Client

Spring 2021

FIS Opening Session

AddVantage Update

ABA Update

Goodman SECURE Retirement

AddVantage Basics

Cash Management Fees

Cash Processing Receipts

Customer Deliverables

Income Processing

Securities Processing

Option Select

Fall 2020

Cannon Directed vs Delegated

ABA Update

Goodman Fiduciary Litigation

Goodman Fiduciary Litigation Backup

EY BI/DOL/Fiduciary Discussion

Fall 2019

Agenda

Trust Protector Presentation

Trust Protector Outline

Special Needs Trust

Morals and Ethics

FIS Opening Session

Unity Update

FIS One Overview

Stellar Technology

Risk Management and Oversight

Elder Abuse

ABA Update

GDPR CCPA

Vendor Management

Tracking Client Complaints

Information Security

ESG Investing

Spring 2019

Agenda

FIS Roadmap

IV Roadmap

ABA Update

SQL for Dummies

STPLink for Dummies

AddVantage Interface Review

AddVantage API

Wash Sales

Fluctuating NAV

Security Masters

Trade Processing

ICS Overview

Fee Training

Fee Training Documentation

Fee Training Consolidated Invoice

Fee Training Dynamic Invoices

Fee Training Simple Invoice

Fall 2018

Agenda

A.I. in Banking

Goodman Ethics

Goodman Transition Management

FIS Opening Session

RC-T Reporting

Middle Office

ABA Update

User Access Management

Unique Assets Presentation

Unique Assets Examiners View

Unique Assets OCC Guide

Retention Policies

Management Reporting

Trust Compliance

New Account Forms

Tax Processing

Secret Language of IT

Risk Assessment Example

Spring 2018

Agenda

FIS Opening Session

Beneficial Ownership

ABA Update

Project Management

EB Accruals

RMD Processing

Qform Best Practices

Wash Sale Processing

AddVantage Functionality

AddVantage Overview

Fall 2017

Agenda

FFIEC Cyber-Security

Retirement Plan Offerings

Estate Planning

Difficult Beneficiaries

FIS Opening Session

Digital Advice

Future of the Fiduciary Business

ABA Update

Beneficial Ownership

Project Management

DOL Fiduciary

Due Diligence Review

Spring 2017

Agenda

FIS Opening Session

T+2 Settlement

ABA Update

DOL Fiduciary Rule

Income Accruals

MATP Processing

Cost Basis

AddVantage Reporting

SQL Reporting

STPLink