We at ITM TwentyFirst have always been very proactive about continuing education. Just like many other industries, the unique and hard to value asset industry is always changing and filled with complexity. Our team members, and the company as a whole, participate in several continuing education efforts every year. This July, we will be taking part in a week-long course focused on administering Hard to Value Assets, held at the University of Notre Dame. The course, sponsored by Cannon Financial Institute, the nation’s pre-eminent provider of education and performance improvement programs for financial institutions, will run from July 7th – 13th.

Leading Industry experts will provide insight into managing assets including; TOLI trusts, Real Estate, Minerals, Oil & Gas, Privately-Owned Businesses, Loans and Notes, Tangible Assets & Collectibles, and Hedge Funds. Our Director of Remediation, Aaron Hanson CLU, will head up a day-long session focused on Trust Owned Life Insurance (TOLI) trusts and policy management. Duane E. Lee, II, Executive Vice President at Cannon Financial Institute, will act as lead instructor. The sessions will focus on practical approaches to asset management and include many real-life case studies designed to provide the session participants with a genuine exposure to industry best practices.

We are excited about this session because Aaron Hanson’s experience in life insurance management and administration gives a unique perspective on how best to approach and manage challenging situations.

While the initial sign up has been greater than expected, there is still opportunity to participate.  For further information you can go to the Cannon Financial Institute website. We hope to see many of you there!