Wolters Kluwer Financial Services Events

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MIS Audit & Governance Nigeria 2013

TeamMate Type of Event: Conferences. Tradeshows. Country/Region: Africa. Monday, May 20, 2013 – Wednesday, May 22, 2013. Eko Hotel & Suites Kuramo Waters Victoria Island, Lagos. For more info visit www.mistieurope.com.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Wichita. State: Kansas. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, May 21, 2013, 8:00 AM – 4:00 PM. BEST WESTERN 6815 W KELLOGG WICHITA, KS 67209 316-942-5600.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Minneapolis (Bloomington). State: Minnesota. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, May 21, 2013, 8:00 AM – 4:00 PM. COURTYARD BY MARRIOTT 7800 S BLOOMINGTON AVENUE MINNEAPOLIS (BLOOMINGTON), MN 55425 952-876-0100.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Lubbock. State: Texas. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, May 21, 2013, 8:00 AM – 4:00 PM. RESIDENCE INN BY MARRIOTT 2551 SOUTH LOOP 289 LUBBOCK, TX 79423 806-745-1963.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Minneapolis (Bloomington). State: Minnesota. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, May 22, 2013, 8:00 AM – 4:00 PM. COURTYARD BY MARRIOTT 7800 S BLOOMINGTON AVENUE MINNEAPOLIS (BLOOMINGTON), MN 55425 952-876-0101.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Wichita. State: Kansas. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, May 22, 2013, 8:00 AM – 4:00 PM. BEST WESTERN 6815 W KELLOGG WICHITA, KS 67209 316-942-5601.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Lubbock. State: Texas. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, May 22, 2013, 8:00 AM – 4:00 PM. RESIDENCE INN BY MARRIOTT 2551 SOUTH LOOP 289 LUBBOCK, TX 79423 806-745-1964.

TeamMate CM Demonstration

TeamMate Join us for a free online demonstration of TeamMate CM, a purpose-built tool designed to assist compliance professionals with the management of activities that require identification, evaluation, testing and certification reporting, such as SOX and its global counterparts (A-123, etc). TeamMate CM can be configured and used for many other types of compliance and control testing. The dynamic working view in TeamMate CM allows you to view information in a variety of ways from a single screen, depending on your unique role and/or perspective. TeamMate CM is built by the makers of the award winning and audit industry standard TeamMate Audit Management System which is used by over 90,000 auditors worldwide. . Type of Event: Webinars-Live. Delivery Format: Webinar. Country/Region: Africa. Americas. Asia Pacific. Europe. Middle East. Wednesday, May 22, 2013, 10:00 AM – 11:00 AM. Live webinar.

The Compliance Revolution: Understanding and Implementing the Qualified Mortgage/Ability-to-Repay Final Rule

Americas , The Consumer Financial Protection Bureau (CFPB) has finalized the Qualified Mortgage (Ability to Repay) regulation which takes effect on January 10th, 2014. During this webinar, attendees will learn more about the Regulation Z Ability to Repay requirements and the types of loans that met the definition of a “Qualified Mortgage.” In addition to the final rule, this webinar will also address a concurrent proposed regulation which would exempt mortgages originated by certain entities from the Qualified Mortgage definition. Specifically, this 90-minute webinar will address: * Scope of requirements * Penalties for non-compliance * Ability to Repay Determinations * Non-Standard Mortgages * Presumption for Qualified Mortgages * General Requirements for Qualified Mortgages * Underwriting Criteria for Qualified Mortgages * Rural Balloon-Payment Qualified Mortgages * Other Final Rule Provisions * Concurrent Proposal Customer Take-Away - A checklist of next-steps will be provided to all attendees… Subject Matter Expert: Joanne Terry. Jonathan Selleys. Type of Event: Webinars-Live. Delivery Format: Webinar. Industry: Banking. State: Alabama. Alaska. Arizona. Arkansas. California. Colorado. Connecticut. Delaware. District of Columbia. Florida. Georgia. Hawaii. Idaho. Illinois. Indiana. Iowa. Kansas. Kentucky. Louisiana. Maine. Maryland. Massachusetts. Michigan. Minnesota. Mississippi. Missouri. Montana. Nebraska. Nevada. New Hampshire. New Jersey. New Mexico. New York. North Carolina. North Dakota. Ohio. Oklahoma. Oregon. Pennsylvania. Rhode Island. South Carolina. South Dakota. Tennessee. Texa… Country/Region: Americas. Cost: $249 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address. Wednesday, May 22, 2013, 1:00 PM – 2:30 PM. Live Webinar.

Integrated Finance, Risk & Compliance Roadshow Seminar

Europe Type of Event: Roadshows. Delivery Format: In Person. Industry: Banking. Country/Region: Europe. Thursday, May 23, 2013, 2:00 AM – 11:00 AM. Belgium/ Brussels/ Hotel The Dominican. For more info visit www.frsglobal.com.

TeamMate AM (Audit Management) Demonstration

TeamMate Join us for a free online demonstration of TeamMate - the world's leading Audit Management System. Learn why more than 90,000 auditors from over 2,200 organizations around the world are using TeamMate on a daily basis to manage their audit process. Once registered you will receive an email confirming your registration with information you need to join the Webinar. . Type of Event: Webinars-Live. Delivery Format: Webinar. Country/Region: Africa. Americas. Asia Pacific. Australia. Canada. Europe. Middle East. Thursday, May 23, 2013, 12:00 PM – 1:30 PM. Live webinar.

National Association of Insurance Commissioners Financial Summit

TeamMate Type of Event: Conferences. Tradeshows. Country/Region: Americas. State: California. Wednesday, May 29, 2013 – Friday, May 31, 2013. Marriott Marquis and Marina 333 West Harbor Drive San Diego, CA 92101. For more info visit www.naic.org.

TeamMate CM Demonstration

IIA Conference Denmark 2013

TeamMate Type of Event: Conferences. Tradeshows. Country/Region: Europe. Thursday, May 30, 2013 – Friday, May 31, 2013.

IIA Conference Switzerland 2013

TeamMate Type of Event: Conferences. Tradeshows. Country/Region: Europe. Thursday, May 30, 2013 – Friday, May 31, 2013. Seedamm Plaza Kongress Hotel Seedammstrasse 3 8808 Pfaffikon SZ. For more info visit www.svir.ch.

TeamMate AM (Audit Management) Demonstration

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Tampa. State: Florida. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 4, 2013, 7:00 AM – 3:00 PM. COURTYARD BY MARRIOTT 3805 WEST CYPRESS TAMPA, FL 33607 813-874-0555.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Little Rock. State: Arkansas. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 4, 2013, 8:00 AM – 4:00 PM. HOLIDAY INN AIRPORT CONF CENTER 3201 BANKHEAD DR LITTLE ROCK, AR 72206 501-490-1000.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Mount Vernon. State: Illinois. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 4, 2013, 8:00 AM – 4:00 PM. FAIRFIELD INN 217 POTOMAC BLVD. MOUNT VERNON, IL 62864 618-244-2300.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Orange County (Languna Hills). State: California. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 4, 2013, 10:00 AM – 6:00 PM. COURTYARD BY MARRIOTT 23175 AVENIDA DE LA CARLOTA ORANGE COUNTY (LAGUNA HILLS), CA 92653 949-859-5500.

The UCC Article 9 Amendments: What's In a Name?

Americas The 2010 Amendments to Article 9 of the Uniform Commercial Code (UCC) take effect on July 1, 2013. Under the amendments, protecting the collateral from the claims of others and avoiding costly legal disputes starts with the name of the collateral owner. In the past, naming the collateral owner has come with uncertainty because many individuals use multiple variations on their birth names. If the lender chooses the wrong name, the lender can lose the collateral to competing lenders, trustees in bankruptcy, or buyers. The amendments are primarily aimed at giving lenders more certainty in naming the owner, and thereby protecting the lender’s interests in collateral. This 75-minute webinar will focus on what lenders need to know about the amendments, including: Substantive Changes and Impact: , The new rules for naming individuals—Alternative A and Alternative B; changes in due diligence for naming organizations , Collecting the records for naming individuals and organizations on financing statements… Type of Event: Webinars-Live. Delivery Format: Webinar. Industry: Banking. State: Alabama. Alaska. Arizona. Arkansas. California. Colorado. Connecticut. Delaware. District of Columbia. Florida. Georgia. Hawaii. Idaho. Illinois. Indiana. Iowa. Kansas. Kentucky. Louisiana. Maine. Maryland. Massachusetts. Michigan. Minnesota. Mississippi. Missouri. Montana. Nebraska. Nevada. New Hampshire. New Jersey. New Mexico. New York. North Carolina. North Dakota. Ohio. Oklahoma. Oregon. Pennsylvania. Rhode Island. South Carolina. South Dakota. Tennessee. Texa… Country/Region: Americas. Cost: $229 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address. Tuesday, June 4, 2013, 1:00 PM – 2:15 PM. Live Webinar. For more info visit www.eventbuilder.com.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Tampa. State: Florida. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 5, 2013, 7:00 AM – 3:00 PM. COURTYARD BY MARRIOTT 3805 WEST CYPRESS TAMPA, FL 33607 813-874-0556.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Little Rock. State: Arkansas. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 5, 2013, 8:00 AM – 4:00 PM. HOLIDAY INN AIRPORT CONF CENTER 3201 BANKHEAD DR LITTLE ROCK, AR 72206 501-490-1001.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Mount Vernon. State: Illinois. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 5, 2013, 8:00 AM – 4:00 PM. FAIRFIELD INN 217 POTOMAC BLVD. MOUNT VERNON, IL 62864 618-244-2301.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Orange County (Laguna Hills). State: California. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 5, 2013, 10:00 AM – 6:00 PM. COURTYARD BY MARRIOTT 23175 AVENIDA DE LA CARLOTA ORANGE COUNTY (LAGUNA HILLS), CA 92653 949-859-5501.

Intellinx International User Group & Conference

Americas Subject Matter Expert: Heather Czermak. Type of Event: Conferences. User Forum. Delivery Format: In Person. Industry: Banking. Thursday, June 6, 2013 – Friday, June 7, 2013. Millennium Hotel, Times Square New York, NY. For more info visit www.intellinx-sw.com.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Springfield. State: Illinois. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Thursday, June 6, 2013, 8:00 AM – 4:00 PM. CROWNE PLAZA HOTEL 3000 S DIRKSEN PKY. SPRINGFIELD, IL 62703 217-529-7777.

TeamMate AM (Audit Management) Demonstration

TeamMate Join us for a free online demonstration of TeamMate - the world's leading Audit Management System. Learn why more than 90,000 auditors from over 2,200 organizations around the world are using TeamMate on a daily basis to manage their audit process. Once registered you will receive an email confirming your registration with information you need to join the Webinar. . Type of Event: Webinars-Live. Delivery Format: Webinar. Country/Region: Africa. Americas. Asia Pacific. Europe. Middle East. Thursday, June 6, 2013, 12:00 PM – 1:30 PM. Live webinar.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Springfield. State: Illinois. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Friday, June 7, 2013, 8:00 AM – 4:00 PM. CROWNE PLAZA HOTEL 3000 S DIRKSEN PKY. SPRINGFIELD, IL 62703 217-529-7778.

ABA Regulatory Compliance Conference

Americas Type of Event: Conferences. Delivery Format: In Person. Industry: Banking. Sunday, June 9, 2013 – Wednesday, June 12, 2013. Hyatt Regency Chicago, IL. For more info visit www.aba.com.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Columbus (Dublin). State: Ohio. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 11, 2013, 7:00 AM – 3:00 PM. COURTYARD COLUMBUS DUBLIN 5175 POST ROAD COLUMBUS (DUBLIN), OH 43017 614-764-9393.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Macon. State: Georgia. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 11, 2013, 7:00 AM – 3:00 PM. MARRIOTT MACON CITY CENTER 240 COLISEUM DR MACON, GA 31217 478-621-5300.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Houston. State: Texas. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 11, 2013, 8:00 AM – 4:00 PM. COURTYARD HOUSTON HOBBY AIRPORT 9190 GULF FWY HOUSTON, TX 77017 713-910-1700.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Baton Rouge. State: Louisiana. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 11, 2013, 8:00 AM – 4:00 PM. BATON ROUGE MARRIOTT 5500 HILTON AVE BATON ROUGE, LA 70808 225-924-5000.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Macon. State: Georgia. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 12, 2013, 7:00 AM – 3:00 PM. MARRIOTT MACON CITY CENTER 240 COLISEUM DR MACON, GA 31217 478-621-5301.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Columbus (Dublin). State: Ohio. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 12, 2013, 7:00 AM – 3:00 PM. COURTYARD COLUMBUS DUBLIN 5175 POST ROAD COLUMBUS (DUBLIN), OH 43017 614-764-9394.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Houston. State: Texas. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 12, 2013, 8:00 AM – 4:00 PM. COURTYARD HOUSTON HOBBY AIRPORT 9190 GULF FWY HOUSTON, TX 77017 713-910-1701.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Baton Rouge. State: Louisiana. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 12, 2013, 8:00 AM – 4:00 PM. BATON ROUGE MARRIOTT 5500 HILTON AVE BATON ROUGE, LA 70808 225-924-5001.

TeamMate AM (Audit Management) Demonstration

TeamMate Join us for a free online demonstration of TeamMate - the world's leading Audit Management System. Learn why more than 90,000 auditors from over 2,200 organizations around the world are using TeamMate on a daily basis to manage their audit process. Once registered you will receive an email confirming your registration with information you need to join the Webinar. . Type of Event: Webinars-Live. Delivery Format: Webinar. Country/Region: Africa. Americas. Asia Pacific. Europe. Middle East. Thursday, June 13, 2013, 12:00 PM – 1:30 PM. Live webinar.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Manchester. State: New Hampshire. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 18, 2013, 7:00 AM – 3:00 PM. COURTYARD BY MARRIOTT 700 HUSE ROAD MANCHESTER, NH 03103 603-641-4900.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Grand Island. State: Nebraska. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 18, 2013, 8:00 AM – 4:00 PM. FAIRFIELD INN 805 ALLEN DR GRAND ISLAND, NE 68803 308-381-8980.

Level I IRA Seminar

IRA Seminars , IRA Live Seminars - Level I IRA Seminar The Level I IRA seminar is for those individuals with little or no experience with IRAs, or someone seeking a refresher course before moving on to a Level II seminar. This seminar will explain the differences between IRAs and other deposit accounts and attendees will gain an understanding of IRA-related terminology. This seminar also reviews the IRA establishment process by examining the documents necessary to establish an IRA with an overview of the typical ways that forms are generated. Additionally, we will review the common IRA deposit and withdrawal transactions and include a discussion of how to administer and subsequently report each transaction. The Level I IRA seminar will provide attendees with the confidence necessary to handle most IRA deposits and withdrawals. Agenda * IRA Overview * IRA Establishment * Regular Contributions * Pre- and Post-Age 59½ Distributions * Rollovers, Transfers, and Direct Rollovers * Traditional IRA Age 70½ Distributions… Type of Event: Seminars. Industry: IRA/HSA. City: Sioux Falls. State: South Dakota. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Tuesday, June 18, 2013, 8:00 AM – 4:00 PM. COURTYARD BY MARRIOTT 4300 W EMPIRE PLACE SIOUX FALLS, SD 57106 605-444-4300.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Manchester. State: New Hampshire. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 19, 2013, 7:00 AM – 3:00 PM. COURTYARD BY MARRIOTT 700 HUSE ROAD MANCHESTER, NH 03103 603-641-4901.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Sioux Falls. State: South Dakota. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 19, 2013, 8:00 AM – 4:00 PM. COURTYARD BY MARRIOTT 4300 W EMPIRE PLACE SIOUX FALLS, SD 57106 605-444-4301.

Level II IRA Seminar

IRA Seminars , IRA Live Seminars - Level II IRA Seminar The Level II IRA/HSA seminar is geared to those individuals who have a solid understanding of the IRA basics, their IRA systems, and the forms used to complete specific transactions. The Level II seminar explores the rules associated with acting as an IRA/HSA custodian or trustee and the day-to-day challenges that specific contribution and distribution transactions present, as well as overall administration and reporting of IRA transactions. Discussions on required minimum distributions, beneficiary administration, and employer plan to IRA rollovers will help ensure attendees are prepared to handle the increasing IRA-related activity of our aging population. This seminar wraps up with a comprehensive discussion on HSAs. Agenda * Required Minimum Distributions * Beneficiary IRA Administration * Distributions * Moving Assets Between IRAs * Moving Assets Between Employer Plans and IRAs * Health Savings Accounts, Seminar Information, Registration 8 A.M. - 8:30… Type of Event: Seminars. Industry: IRA/HSA. City: Grand Island. State: Nebraska. Country/Region: Americas. Cost: The registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people. The fee includes seminar materials, beverages, and a continental breakfast. Lunch and all travel-related expenses such as parking fees, are the responsibility of the seminar attendees or their financial organizations. All seminar venues have restaurants on site or within close proximity. Wednesday, June 19, 2013, 8:00 AM – 4:00 PM. FAIRFIELD INN 805 ALLEN DR GRAND ISLAND, NE 68803 308-381-8981.

TeamMate AM (Audit Management) Demonstration

TeamMate Join us for a free online demonstration of TeamMate - the world's leading Audit Management System. Learn why more than 90,000 auditors from over 2,200 organizations around the world are using TeamMate on a daily basis to manage their audit process. Once registered you will receive an email confirming your registration with information you need to join the Webinar. . Type of Event: Webinars-Live. Delivery Format: Webinar. Country/Region: Africa. Americas. Asia Pacific. Europe. Middle East. Thursday, June 27, 2013, 12:00 PM – 1:00 PM. Live webinar.