CEC Approval for March 25th Webinar
 

Please join us online for the 1st quarter webinars being offered in 2015. You are welcome to register for one or every webinar below by simply clicking the register button for each session you wish to attend. Typically the sessions fill up fast - so please don't delay in registering.

 

ITM and PDS have joined forces as unique and hard-to-value assets experts. In order to help you expand your knowledge, gain valuable insight, and help you better manage your fiduciary risk - we are offering a monthly webinar series for anyone working with specialty assets.   

 

Wednesday, March 25th - 1:00 pm (CST) 

PetroData Business Systems Presents:

Notes/Mortgages and Liability Assets - Fiduciary Management
 

The webinar will provide a discussion of the processes and procedures that should be in place for the proper management of a loan or liability in a fiduciary environment.  Topics to be covered include pre-acceptance; ownership evidence; creation, modification & termination; delinquencies; annual reviews & other compliance issues;  valuation and accounting.

Presenter:

Rick Knox, CPA - President - Petro-Data Business Systems


Register - Nov 8th Webinar
Course is approved for CFP/CTFA credits

 

Tuesday, April 21st- 1:00 pm (CST) 

PetroData Business Systems Presents:

Oil & Gas Trends
 

A look at the current status of the oil and gas industry, a look into the near and intermediate term impact of the oil price correction on the energy industry, the value and management of oil and gas assets, the impact that correction will have on other industries (and economies) and some wild conjecture on its geopolitical impact.

Presenter:

Dick Jacobs - President of PDS Services


Register - Nov 8th Webinar
This course is pending approval for CFP/CTFA credits
Insurance Trust Monitor
Leon Wessels

866-384-2766

809 W. 1st St., Suite B
Cedar Falls, IA 50613
 
  
PDS Companies
 Kip Newnham

877-737-2667

1301 South Bowen Road, Suite 335
Arlington, TX  76013
 
                          [email protected]    http://www.pdscompanies.com
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