ABA Wealth Management and Trust Conference

February 25 - 27, 2018 • Orlando, Florida

ABA Regulatory Conference

Overview   |  Registration  |  Program   |  Hotel & Venue  |  Sponsors & Exhibitors   |  Speakers

Detailed Program Schedule


Sunday, February 25 | Monday, February 26 | Tuesday, February 27


Sunday, February 25, 2018
9:00 am - 5:30 pm CONFERENCE REGISTRATION OPEN
9:30 - 10:30 am CATCH UP ON CTFA CREDITS
Charitable Trusts
  • Paul DeLauro, Senior Vice President and Manager, Wealth Planning, City National Bank
10:30 - 11:30 am CATCH UP ON CTFA CREDITS
Fiduciary Ethics
  • Ron Florance, Investment Consultant, RMF Consulting LLC
11:30 am - 12:30 pm CATCH UP ON CTFA CREDITS
HSAs: The Future is Now
  • Todd Berkley, Global Leader, BenefitWallet®, Conduent Human Resource Services, CONDUENT
  • John Larson, Director of Investments & Growth, BenefitWallet®, Conduent Human Resource Services, CONDUENT
11:30am - 1:00 pm OPENING RECEPTION AND LUNCHEON
1:00 - 2:00 pm OPENING GENERAL SESSION
Ignite Brilliance
  • AmyK Hutchens, Speaker, Author, Trainer, Business Strategiest, AmyK International, Inc.
2:00 - 2:15 pm BREAK IN THE FOYER
2:15 - 3:00 pm GENERAL SESSION
State of the Industry
  • Wiliam M. Isaac, Senior Managing Director, FTI Consulting
3:15 - 4:15 pm CONCURRENT SESSIONS
Litigation Update
  • Jared Cloud, McDermott, Will & Emery
Portfolio Construction
  • Moderator: Scott Welch, CIMA, Chief Investment Officer, Dynasty Financial Partners, LLC
  • Speakers:
    • T.P. Enders, Managing Director, Goldman Sachs
    • Mark Hamilton, Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager, Oppenheimer Funds
Sales & Communication
  • Matt Oeschli, Founder, The Oeschli Institute
Systematic Fundamental Investing
  • Tobias J. Moskowitz, Ph.D., Principal and Dea Takahasi Professor of Finance at Yale University, Principal, AQR Capital Management

4:30 - 5:30 pm CONCURRENT SESSIONS
Fiduciary Mineral Management
  • Wes Turiano, Vice President, Oil & Gas Manager, Farmers National Company
Lessons from eAdvisors 2.0: The Digital Imperative
  • Speaker TBD
Update on the Regulatory Environment
  • Phoebe Papageorgiou, Vice President, Trust Policy, American Bankers Association
Wealth Transfer Report 2017: Inheritance Readiness Among the High Net-Worth
  • Paul DeLauro, Senior Vice President and Manager, Wealth Planning, City National Bank

5:30 - 6:30 pm OPENING RECEPTION IN THE MARKETPLACE

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Monday, February 26, 2018
7:00 am - 6:00 pm CONFERENCE REGISTRATION OPEN
7:00 - 8:00 am POWER HOUR BREAKFAST SESSIONS
8:30 - 9:30 am GENERAL SESSION
MIT AgeLab: 8,000 Days of Retirement - A Phase of Life Waiting to be Invented
  • John Diehl, CFP, Senior Vice President, Strategic Markets, Hartford Funds
9:30 - 10:30 am BREAK IN THE MARKETPLACE
10:30 - 11:30 am CONCURRENT SESSIONS Banking's Response to the DOL Fiduciary Rule
  • Moderator: Kent Lytle, Senior Vice President & Fiduciary Executive, Private Wealth Management, SunTrust Bank
  • Speakers:
    • Christian D. Beyers, Senior Vice President & Director, Fiduciary Practice, SunTrust Bank
    • James M. Marion, Managing Director, National Fiduciary Advisor, US Trust Bank of America Private Wealth Management
    • Jennifer Weidner, Vice President, Associate General Counsel and Trust Administration Officer, Canandaigua National Bank and Trust Company
Guarding Seniors Against Financial Fraud and Exploitation
  • Corey Carlisle, Senior Vice President and Executive Director, ABA Foundation, American Bankers Association
  • Elizabeth Loewy, Co-Founder and General Counsel, EverSafe
Trust Decanting
  • Moderator: Laura Mandel, Senior Vice President, Manager, Global Fiduciary Risk Management, The Northern Trust Company
  • Speakers:
    • Susan Bart, Partner, Schiff Hardin
    • Jane Ditelberg, Assistant General Counsel, The Northern Trust Company
The Whole Family Advisor
  • Richard Orlando, Ph.D., Founder and CEO, Legacy Capitals LLC

11:30 am - 12:45 pm LUNCH & LEARN
A Life of Productivity
  • Cam Marston, President & Owner, Generational Insights
12:45 - 1:30 pm DESSERT IN THE MARKETPLACE
1:30 - 2:30 pm GENERAL SESSION
State of the Market/Investments Update
  • Peter Oppenheimer, Chief Global Equity Strategist and Head of Macro Research, Europe, Goldman Sachs
2:30 - 2:45 pm ICE CREAM BREAK IN THE FOYER
2:45 - 3:45 pm CONCURRENT SESSIONS
Advising Women
  • Kristine A. Johnson, Vice President, Marketing, Fidelity Clearing and Custody Solutions, a Fidelity Investments Company
Environmental, Social, and Governance (ESG) Investing
  • Eugene Maloney, Executive Vice President and Corporate Counsel, Federated Investors, Inc.
Selection of a Trust Jurisdiction
  • Moderator: Laura Mandel, Senior Vice President, Manager, Global Fiduciary Risk Management, The Northern Trust Company
  • Speakers:
    • Mary Akkerman, Partner, Lindquist & Vennum LLP
    • David Diamond, President, The Northern Trust Company of Delaware
Tax Reform
  • Nicholas Bertha, Managing Director/Director of Wealth & Trust Planning, Fieldpoint Private Bank & Trust

3:45 - 4:00 pm BREAK IN THE FOYER
4:00 - 5:30 pm GENERAL SESSION
Part I: The Essential Advisor and the Networked Client - Managing the Digital Divide
  • Bill Crager, President & Co-Founder, Envestnet and Author, The Essential Advisor
Part II: OneWealth - Unifying the Wealth Management Experience Across Bank Channels
  • Moderator: John Yackel, Executive Managing Director, Head of Institutional Business Development, Envestnet, Inc.
  • Speakers:
    • Miles Milton, Executive Vice President, Chief Wealth Management Officer, Hancock Whitney Bank
    • Michael Wilson, Managing Director of Wealth Management, First Citizens Bank

5:30 - 6:30 pm RECEPTION IN THE MARKETPLACE

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Tuesday, February 27, 2018
7:00 am - 12:30 pm CONFERENCE REGISTRATION OPEN
7:00 - 8:00 am POWER HOUR BREAKFAST SESSIONS
8:30 - 9:30 am GENERAL SESSION
Washington Update
  • Ron Elving, Senior Washington Editor, National Public Radio
9:30 - 10:30 am BREAK IN THE MARKETPLACE
10:30 - 11:30 am CONCURRENT SESSIONS
Diligence Due: Manager Selection in Fiduciary Relationships
  • Bill Kennedy, Cheif Investment Officer, Fieldpoint Private Bank & Trust
Fixed Income
  • Moderator: John Boyd, Vice President, Head of National Accounts, Hartford Funds
  • Speakers:
    • Christopher Dillon, CFA, Portfolio Specialist, U.S. Fixed Income, Vice President, T. Rowe Price Trust Company
    • R.J. Gallo, Senior Vice President, Senior Portfolio Manager, Head of Municipal Bond Group, Federated Investors Incorporated
    • Priscilla C. Hancock, Managing Director, JPMorgan Chase Bank, NA
The Value Proposition of the Fiduciary
  • Jamie McLaughlin, Founder, J.H. McLaughlin & Co., LLC

Session and Speaker TBD

11:45 am - 12:45 pm GENERAL SESSION
The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing
  • Bill Martin, CFA, Chief Investment Officer, INTRUST Bank NA and Author
12:45 - 1:45 pm CATCH UP ON CTFA CREDITS
Using Insurance to Protect Your Client
  • Judith L. Pearson, President & CEO, Nomadx Solutions, LLC.
1:45 - 2:45 pam CATCH UP ON CTFA CREDITS
Taking the Risk Out of Life Insurance Trusts
  • Michael Brohawn, CFP, CLU, Chief Marketing Officer, ITM TwentyFirst

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