March 2026
Asset Management Workshop
This publication is part of:
Collection: Community Bank Director and Senior Management Workshops
ASSET MANAGEMENT
Maximize Return
What plays a critical role in the safety, soundness, and long-term performance of banking institutions? Asset management. Join OCC professionals and fellow directors, senior management, and key executives of trust companies and commercial banks for a comprehensive overview of asset management activities and related risks. We’ll discuss the importance of robust audit risk assessments on fiduciary activities and strategic objectives and examine in-house and outsourced internal audit functions. We’ll also cover key regulations and compliance obligations, emerging issues, and industry trends, including digital assets and third-party relationships. You’ll learn how to identify, assess, and manage the various—and evolving—risks in asset management.
Work with and learn from experienced OCC examiners who lead this workshop, which includes discussions of best practices, lectures, and hands-on exercises designed for directors and senior management of national community banks and federal savings associations.
Discuss
directors’ key responsibilities and expectations.
Review
fiduciary laws and regulations for banks and bank operations.
Review
the asset management examination process and Uniform Interagency Trust Rating System (UITRS).
Explore
oversight processes, effective risk management systems, and audit programs.
Should I
Attend?
This workshop is designed exclusively for national community banks and federal savings associations.
This workshop is right for you if:
You’re an outside director of a national community bank or federal savings association with assets of less than $30 billion.
You’re a management director.
You’re in senior management or a key executive of a national community bank or federal savings association.
DON'T DELAY. REGISTER TODAY.
The workshop is limited to the first 25 directors and senior managers who register.
Upcoming Dates and Locations
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