Loading... Please wait...Sheshunoff | Pratt bring you the most respected names in the financial services industry. You can rely on their expertise for timely guidance and analysis.
See all of our expertsOur attention and resources need to be focused on making money in the face of the growing competition for trust services. So let the banking experts at Sheshunoff Information Services Inc. supply the basics.
The Sheshunoff Trust Department Management Manual gives you the "nuts and bolts" for a more profitable trust operation. Clear guidelines and step-by-step explanations help you manage your department better by using proven techniques and methods.
Sixteen comprehensive chapters cover everything you and your staff need, from identifying new customers to implementing investment strategies. You'll see:
The Sheshunoff Trust Department Management Manual is designed to help you become more profitable and competitive. Everything in the manual is designed for implementation. This isn't academic theory — it's all a proven approach to managing costs, improving profits, and staying competitive.
Plus, you get updates that help you stay on top of the latest trust management information quickly and easily.
You get more than just straight technical text. We give you explanations and insights on how to apply the regulations to your day-to-day activities in a format that everyone on your staff can use. There is also a section of Internal Control Questionnaires on CD, which can be customized to fit your institution’s circumstances.
So whether it's a new rule, a new marketing technique, or a new investment instrument, you know all about it without a lot of extra work.
You can trust Sheshunoff to give you proven, cost-effective tools that can make a difference in your operation. Plus, you have our 30-Day Guarantee so you risk nothing by giving the manual a try.
Highlights of Our Latest Update Table of Contents How to Use This Manual Look Inside This Book!*
*Requires Adobe Acrobat Reader
Regulatory Compliance Associates, Inc. (REGCOM) was established in 1988 by Jerry Miller, president. Mr. Miller was formerly with Peat Marwick Main & Co., where he served as practice leader for the Midwest Financial Institutions Regulatory Compliance Consulting practice. In this role, Mr. Miller advised management and directorates of financial institutions on understanding and complying with banking regulations, including the development and implementation of formal policies and procedures. Prior to joining Peat Marwick, Mr. Miller served as an OCC field examiner and member of the OCC regional/district management team.
With a wide range of regulatory examination and financial institution experience, REGCOM’s staff has experience in assisting management and directorates of financial institutions on a number of focus areas, including understanding and complying with regulations, training, and assisting problem institutions. REGCOM’s publications cover a variety of management and regulatory focus areas, and guide management through the design and implementation of individual regulatory compliance programs for financial institutions of all asset sizes. REGCOM offers proactive information and solutions to all levels of staffing within the financial services industry. See all works by REGCOM