Opening Courses:

November 10-12, 2009
March 8-10, 2010	APPLY
Future Dates TBD

Winter 2010 Session Schedule

Monday, March 8
7:30 – 8:00 am	Breakfast
8:00 – 8:15 am	Welcome & Introductions
8:15 – 9:45 am	Estate Transfer & Asset Protection
9:45 – 10:00 am	Break
10:00 – 11:45 am	Tax Preparation & Planning
11:45 – 12:45 pm	Lunch
12:45– 2:15 pm	Fiduciary Duties & Trust Services
2:15 – 2:45 pm	Break
2:45 – 4:15 pm	Personal Skills Overlay
4:15 – 4:30 pm	Break
4:30 – 5:00 pm	Introduction to Case Study: Part I
5:00 – 6:00 pm	Case Study Part I: Team Assignments & Breakouts
6:00 – 7:30 pm	Dinner with Case Study I Breakout Teams
7:30 – 9:00 pm	Case Study I: Team Presentations

Tuesday, March 9
7:30 – 8:00 am	Breakfast
8:00 – 8:15 am	Overview of Day 1
8:15 – 9:45 am	Portfolio Management
9:45 – 10:00 am	Break
10:00 – 11:45 am	Comprehensive Financial Management
11:45 – 12:45 pm	Lunch
12:45– 2:15 pm	Family Governance
2:15 – 2:45 pm	Break
2:45 – 4:15 pm	Trust: The Practice of Integrity
4:15 – 4:30 pm	Break
4:30 – 5:00 pm	Continuance of the Case Study: Part II
5:00 – 6:00 pm	Case Study Part II: Team Assignments & Breakouts
6:00 – 7:30 pm	Dinner with Case Study II Breakout Teams
7:30 – 9:00 pm	Case Study Part II: Team Presentations

Wednesday, March 10
7:30 – 8:00 am	Breakfast
8:00 – 8:15 am	Overview of Day 2
8:15 – 9:30 am	Strategic Philanthropy
9:30 – 9:45 am	Break
9:45 – 11:00 am	Life Planning
11:00 – 11:15 am	Break
11:15 – 12:30 pm	Consolidated Reporting
12:30– 1:45 pm	Lunch: Risk Management
1:45 – 3:00 pm	Putting It All Together
3:00 – 3:30 pm	Graduation & Wrap-Up

To download a detailed PDF version of the Winter 2010 session schedule, click here.