ITM TwentyFirst University focuses on life insurance education and provides TOLI trustees, attorneys, advisors, regulators and others with practical guidance to use in their practice. The course topics include real life case studies that can be applied to day to day situations. Subject matter is designed to help ensure that advisors can provide insureds and beneficiaries with exceptional support related to life insurance. From time to time, we also offer courses related to other unique assets or topics of interest to our clients. Our faculty consists of sought-after presenters who are experts in their related fields. Attendees are eligible for free Continuing Education (CE) credits. See specific courses for applicable CE listings. Meet Our Faculty

Upcoming Course Schedule

Paying Caregivers and Employees from a Trust: Staying Out of Hot Water

Presenters: Rachel Green and Cheryl Severson, TEAM Risk Management Strategies LLC

If you encounter clients who have caregivers, nannies, housekeepers, or other in-home workers, this presentation will be relevant to you. We will discuss considerations to the trust and the fiduciary of being an employing entity, common missteps and potential liabilities clients face when they have employees, HR and compliance regulations for employers, and how to properly classify workers as 1099 contractors or W2 employees and the repercussions of each classification.

Presenter Bios:

Rachel Green, CEO,  TEAM Risk Management Strategies LLC

Rachel brings to TEAM her experience working in Fortune 50 companies across client services, operations, strategy, and business development. Rachel is passionate about delivering high-quality service and outstanding experiences for clients, partners, and team members alike. Rachel joined TEAM as Director of Client Services and also previously served as TEAM’s Chief Operating Officer. Rachel holds an MBA from the Stanford Graduate School of Business and a BA from Harvard University.

Cheryl Severson, Director of Client Services and HR, TEAM Risk Management Strategies LLC

Cheryl oversees TEAM’s Client Services and Human Resources departments. Cheryl joined TEAM in 2014 as its HR Manager and brings nearly 20 years of experience delivering client-focused solutions to companies of all sizes and across several industries. She combines her passion for providing impeccable service and account management with her specialized HR expertise in coaching, compliance, workplace investigations, and conflict resolution. Cheryl holds a Bachelor of Arts degree in Communications from San Diego State University and maintains the Professional in Human Resources (PHR) certification through the HR Certification Institute.

Wednesday, August 19, 2020 – 1:00 pm central

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Put on by FIRMA – Sponsored by ITM TwentyFirst

Impact of the Cannabis Industry on Fiduciaries

Mike Speaker – General Counsel and Corporate Secretary – City National Bank

In this session, attendees will:

– Learn about the differences between hemp and marijuana

– Hear the latest industry positions regarding fiduciary responsibilities vis-à-vis cannabis

– Get the latest legislative and regulatory updates on the issue

– Discuss balancing risk and opportunity in this space

Wednesday, August 20, 2020 – 2:00 pm central

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