Upcoming Webinars
Members and nonmembers are invited to register for all of our upcoming webinars.
Upcoming Webinars
Members and nonmembers are invited to register for all of our upcoming webinars.
November 3, 2026 | 1:30 pm
November 2026 BSA Monthly Update & Trump Accounts Explained
$225.00
Our BSA Monthly Update (Formerly Known as Veterans’ Venue) include the latest updates from FinCEN, FDIC, OCC and other agencies. We also cover the latest news on Bitcoin, Operation Chokepoint, OFAC Sanctions, marijuana, and a host of other topics from the previous month.
Trump Accounts Explained
Topics to be covered:
• Understanding Trump Accounts for Children, Trump Accounts for Foster Children, TrumpIRA.Gov, and any other type of “Trump Accounts”
• What can/should any Financial Institution do now vs. later to open each/all of these accounts?
• Which of these accounts are limited as to which financial institution can open/hold them? Could that change?
• What is required by the consumer/holder of each account to open each type of account?
• How/When can/should a financial institution market these accounts?
• What else there is to know about these accounts?
Presented by:
Jennifer Cliber-Smith, CRCM, Compliance Anchor Director
Stephen Hubbard, VP, Policy (Asset Management and Prudential Risk) in the Financial Institution Policy & Regulatory Affairs (FIPRA) group at the American Bankers Association (ABA)
Steven J. Hubbard is Vice President, Policy (Asset Management and Prudential Risk) in the Financial Institution Policy & Regulatory Affairs (FIPRA) group at the American Bankers Association (ABA). He works in the areas of prudential regulation, trust and wealth management, fiduciary activities, retirement services, and investment advice.
Prior to joining ABA in October 2025, Steven was a financial services consultant at Promontory Financial Group (11 years) and Hub Advisory Group LLC (1 year) advising clients on complex regulatory and enforcement matters related to risk management, governance, and compliance. Prior to joining Promontory, Steven served for more than two decades in various supervisory and examination capacities at the Federal Deposit Insurance Corporation (FDIC) headquarters, Atlanta Regional Office, and in the field.
Steven received a B.S in Business Administration, magna cum laude, from Bryant University (1991).
