Trustee development - PowerPoint PPT Presentation


Georgia's Trustee Period: Role of Salzburgers and Highland Scots

Evaluate the Trustee Period of Georgia's colonial history, highlighting the significant roles played by the Salzburgers, Highland Scots, malcontents, and the Spanish threat from Florida. This period marked a unique and unsuccessful social and economic time for Georgia, showcasing the transition from

0 views • 28 slides


Thank you for your interest in the post of Director of Care at Rowans Hospice

Rowans Hospice is an independent hospice serving Portsmouth and South East Hampshire since 1994. They provide in-patient care, virtual ward services, care at home, living well services, and bereavement support. Their strategic priorities include expanding clinical services, collaborating with health

0 views • 10 slides



Functions of Commercial Banks Explained

Commercial banks provide a range of services beyond their primary functions, acting as agents for customers in collection and payment of credit, purchase and sale of securities, trustee and executor roles, remittance of money, and representation and correspondence. Additionally, they offer general u

0 views • 7 slides


Overview of Non-Judicial Foreclosure Process in Washington State

Understanding the benefits and process of non-judicial foreclosure in Washington State, including the definition of foreclosure, two types of foreclosures, the reasons for choosing non-judicial foreclosure, who is eligible for this process, and the steps involved, such as the notice of default and t

0 views • 14 slides


Understanding Banking Relationships and Responsibilities

Explore the intricate relationships and responsibilities in banking, from the roles of bankers as debt creators to customers as buyers of services. Learn about debtor-creditor relations, creditor-debtor relationships, and the dynamics of beneficiary-trustee interactions in the banking sector.

2 views • 11 slides


Important Updates for Trustees - STEP Cayman Islands Branch Presentation

Walkers Bermuda, in association with Kevin Taylor, presented on legislative changes, interesting Cayman cases, CIMA guidance, and more for trustees at the STEP Cayman Islands Branch in May 2019. Topics included trust law amendments, private trust company regulations, and significant legal cases impa

1 views • 23 slides


Washington Township Trustee Meeting Highlights - September 28, 2021

The Washington Township Trustee Meeting held on September 28, 2021, covered various agenda items including approval of minutes, reports by Trustees Leo and Kellie, updates on ongoing projects, discussions with legal counsel, and a timeline of past projects and resolutions. Trustee Leo reported on ac

0 views • 16 slides


Understanding Trustee's Sales in Real Estate Transactions

Explore the intricacies of trustee's sales in real estate deals, covering important aspects such as who is entitled to notice, exceptions affecting title, and the process to follow in case of breach. Learn about the importance of accurate information in trustee's sales and the potential repercussion

0 views • 23 slides


Understanding ESOP Company Governance and Challenging Issues

Explore the roles of key players in ESOP company governance, from shareholders to directors and officers. Learn about the unique challenges faced by ESOP corporations, including tax incentives and trustee responsibilities. Gain insights from interactive examples and discussions on complex ESOP issue

1 views • 13 slides


Washington Township Trustee Meeting Summary - June 8, 2021

The Washington Township Trustee Meeting held on June 8, 2021, covered various topics including updates on relocation projects, appreciation for department efforts, park developments, budget discussions, and ARP fund monitoring. Trustees Leo and Kellie shared progress reports on ongoing initiatives a

0 views • 12 slides


Washington Township Trustee Meeting Highlights - February 23, 2021

Trustees discussed various topics including community initiatives, budget considerations, 911 Consolidation, and future planning. Trustee Kellie provided updates on Point Place/Shoreland Parade, website maintenance, and transparency efforts. Additionally, there were discussions on speeding reduction

0 views • 17 slides


Fun and Educational Challenge Cards for Primary Schools by Sue Mordecai, NACE Trustee

Explore the world of animals, nature, history, and geography with these engaging challenge cards designed for primary school students. Test your knowledge with riddles about fascinating creatures, famous individuals, and iconic landmarks. Discover new facts and trivia while having fun learning. Perf

0 views • 90 slides


Washington Township Trustee Meeting Updates - July 2021

The Washington Township Trustee Meeting held on July 13, 2021, discussed various topics including property matters, public employee complaints, department reports, and community initiatives. Trustee Leo provided updates on relocation efforts, public records requests, and budget status. Trustee Kelli

0 views • 14 slides


Insights into Legacy Accounting and Submissions

The legacy market is expected to grow significantly, with legacies becoming a crucial income source for UK charities. The emphasis on standardizing accounting methods for legacies is highlighted, aiming to enhance efficiency, accuracy, and forecasting. Key submissions propose uniformity in legacy ac

0 views • 22 slides


Trust Modifications: Best Practices and Pitfalls

Common law allows for modification of irrevocable trusts with consent from settlor and beneficiaries, but changes must align with trust purpose. Recent trends show more flexibility in trust modifications, with new statutory remedies and tools like decanting and nonjudicial settlement agreements. How

0 views • 19 slides


Manager Change in MLC's Fixed Income Strategies August 2019

This material provides crucial information regarding changes in MLC's fixed income strategies in August 2019, not for circulation to retail investors. It includes details about MLC Investments Limited as the Responsible Entity, NULIS Nominees Limited as the trustee, and the affected funds like MLC W

0 views • 9 slides


Understanding Fiduciary Investment in Cryptocurrency

This content delves into the intersection of fiduciary investing and cryptocurrency, focusing on Bitcoin as a viable asset. It discusses the responsibilities of fiduciary investors under the Uniform Prudent Investor Act and explores the caution advised by the DOL regarding adding cryptocurrency opti

0 views • 21 slides


Overview of Incline Village General Improvement District (IVGID)

IVGID is a General Improvement District in Nevada providing water, sewer, trash, and recreation services to Incline Village and Crystal Bay. Governed by a 5-person elected Board of Trustees, IVGID operates various facilities and programs, funded through a mix of charges, property taxes, and grants.

0 views • 6 slides


Charities Accounting and Reporting Guidelines for the Church of Ireland

Welcome to the Charities Accounting and Reporting guidelines for the Church of Ireland. This resource provides information on trustee responsibilities, accounting for your parish as a registered charity, the role of annual accounts and reporting, and the importance of transparency and accountability

0 views • 39 slides


Understanding Trust and Equitable Charges in Property Law

Trust and equitable charges in property law involve a legal obligation where the property holder manages the property for the benefit of another person. This trust relationship consists of elements like legal title, trust property, and beneficiaries. The creators of a trust can be referred to as set

0 views • 25 slides


Roles and Responsibilities of School Board Trustees in Local Government

School board trustees play a crucial role in the education decision-making process as locally-elected representatives of the public. They advocate for public education, maintain focus on student achievement, and engage with parents, students, and supporters of the district to ensure the well-being o

0 views • 22 slides


Proposed Constitution Amendments for Ratification

Four amendments have been approved for consideration and ratification by the Chapters. These amendments include updating the Association's seal and adjusting trustee requirements to allow management by a registered investment advisor. Chapter members are encouraged to review the changes before votin

0 views • 10 slides


Understanding the Structure and Challenges of the US Congress

The US Congress, established as the first branch of government, embodies the principle of popular sovereignty. However, challenges such as increasing reliance on deficit spending, failure to pass key legislation, and low public approval due to processes like filibustering have raised questions about

0 views • 20 slides


Union Stewardship in Shareholder Engagement

Janet Williamson, TUC Senior Policy Officer and Trustee of the TUC Pension Fund, emphasizes the importance of stewardship in public debate and policy. The Stewardship Code principles include public disclosure, conflict management, monitoring investee companies, and collective action. Increased union

0 views • 13 slides


Georgia's Trustee Period: Role of Salzburgers, Highland Scots, Malcontents, and Spanish Threat

German Salzburgers and Scottish Highlanders played crucial roles in Georgia's Trustee Period, settling in areas like Ebenezer and Darien, respectively. However, challenges such as poor land, restrictive regulations, and economic hardships plagued the colonists. The Spanish threat from Florida also l

0 views • 9 slides


Importance of 341 Meetings in Bankruptcy Proceedings

The 341 meeting is crucial in bankruptcy proceedings as debtors must appear under oath to answer questions from the trustee and creditors. Failure to prepare can have serious consequences, and important deadlines stem from this meeting, affecting various aspects of the case.

0 views • 29 slides


Analysis of Consumer Bankruptcy Research Papers at 2021 CFPB Conference

Explore insights from three papers on consumer bankruptcy, discussing topics such as racial disparities in bankruptcy outcomes, benefits of mortgage principal cramdown, and the role of judges and trustees. The research delves into moral hazards, shadow debt, and the impact of race/ethnicity on bankr

0 views • 18 slides


Join the Board of Trustees at We Are Family - Recruitment Pack 2024

Welcome to the recruitment pack for joining the Board of Trustees at We Are Family, a charitable organization dedicated to supporting adoptive parents and prospective adopters. Learn about our vision, mission, values, and the impact we make in the adoption landscape. Find out about the role of a tru

0 views • 15 slides


Comprehensive Guide to Using Electronic Forms System (EFS) for Form LM-15

This guide provides detailed instructions on utilizing the Electronic Forms System (EFS) to prepare and submit Form LM-15 Trustee Report as required under the Labor-Management Reporting and Disclosure Act (LMRDA). It covers system requirements, accessing the system, registering for an EFS account, a

0 views • 35 slides


Enhancing Governance and Wellbeing in Trust Organizations

This session at the MAT Director/Trustee Forum focuses on the impact of the pandemic on governance within organizations, actions taken to ensure governance at all levels, positive outcomes and learnings, importance of relationships and communication for wellbeing, sustaining oneself in work, and nee

0 views • 14 slides


Washington Township Trustee Meeting Highlights - August 24, 2021

Washington Township Trustee Meeting on August 24, 2021 covered various updates, including discussions on insurance matters, demolition permits, park enhancements, fiscal matters, and department reports. Trustees Leo and Kellie shared their progress on different projects, while the Fiscal Officer hig

0 views • 15 slides


Overview of Population Measures and District Data from Census Reports

The census reports various population measures including total population, voting age population, and citizen voting age population. The data includes breakdowns by ethnicity for each trustee district. Changes in voting and citizen voting age population percentages are also provided. Data is sourced

0 views • 4 slides


Enhancing Governance through Transforming Governance Programme

Cause4 is a social business and B-Corporation offering advice, fundraising, training, and program development services. Their Transforming Governance Programme, conducted in partnership with Arts Council England, focuses on effective leadership, strategy, recruitment, and implementing Investment Pri

0 views • 46 slides


Trust Administration and Litigation Strategies: A Comprehensive Guide

Explore essential steps and duties in trust administration, tips to avoid litigation, and navigating legal requirements in estate planning. Learn about serving notices, trustee responsibilities, maintaining beneficial relationships, and legal proceedings notices to beneficiaries. Gain insights from

0 views • 28 slides


Public Higher Education Trustee Training and Legislative Requirements Overview

This presentation outlines the statutory requirements and professional development offerings for public higher education trustees, focusing on the legislative requirements set by Chapter 113 of the Acts of 2019. It covers the timeline for completion, professional development calendar cycles, and top

0 views • 7 slides


Understanding the Relationship Between Banker and Customer

Exploring the dynamics of the relationship between a banker and a customer, including definitions, types of relationships, features, and the roles of debtor/creditor, bailee/bailor, and trustee/beneficiary in the banking context.

0 views • 42 slides


ALA Endowment Trustee Report: Midwinter Meeting Highlights

Patricia Wand, Senior Endowment Trustee, presented the ALA Endowment Trustees Report at the Midwinter Meeting in Philadelphia. The report included market and book values, world market performance data, and details on the time-weighted rate of return for the ALA Endowment fund.

0 views • 11 slides


Managing SMSF Audit Pressures and Procedures When a Trustee or Member Passes Away

Handling a Self-Managed Superannuation Fund (SMSF) audit when a trustee or member dies can be complex. Understand the steps to take when faced with this situation, including the requirements for members in the accumulation and pension phases, and the audit procedures for the year of death. Learn abo

0 views • 30 slides


Enhancing Charity Governance: Trustees Recruitment and Succession Planning

Explore practical insights on recruiting trustees, fostering diversity, and succession planning for effective charity governance. Discover the importance of trustee development, training, and mentorship in ensuring long-term sustainability and diverse perspectives on charity boards.

0 views • 10 slides


Requirements and Challenges for Charitable Incorporated Organisation (CIO) Status in the UK

UKNG has evolved from a travelling club to a professional organization focusing on promoting high standards in neurointerventional clinical practice. The challenges for this informal organization include defining professional roles, complying with sponsorship regulations, managing conflicts of inter

0 views • 15 slides