True Partners Insights

Dallas AFP members and non-members are encouraged to attend the Big D Conference on Thursday, September 20th. And don’t miss this session led by Robert Tucci and Jim Weigand: Unclaimed Property – The Top 10 Things Financial Professionals Should Know 4:10 – 5:00pm Learn more and Register

Heading to COST’s 49th Annual Meeting in Phoenix in October? Don’t miss this session on Unclaimed Property with TPC’s National Service Line Leader, Cathleen Bucholtz: 2018 Unclaimed Property Updates – Trends and Litigation Wednesday, October 24, 2018 4:20 – 5:10 p.m. Learn more and Register

SoCal AFP members and non-members are encouraged to attend this “Double Header Program” on August 9th. Agenda: 1:45 PM Registration & Reception 2:30 PM Standing up a Treasury function – How EY supported the MetLife spin-off of Brighthouse – Jin Yang – Ernst & Young 3:00 PM How worried should I be? – Libor replacement is coming and Treasury needs to be ready – Sandra Tullis – Ernst & Young […]