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Program | Wealth Management and Trust Conference


2020 Program

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

  • Sunday, Feb 23

  • Monday, Feb 24

  • Tuesday, Feb 25

Sunday, Feb 23

7:30 am - 5:30 pm

Conference Registration Open

8:30 am - 9:15 am

Catch up on CTFA Credits

9:15 am - 10:00 am

Catch up on CTFA Credits

10:00 am - 11:15 pm

Catch up on CTFA Credits

11:15 am - 12:00 pm

Catch up on CTFA Credits

11:30 am - 1:00 pm

Welcome Refreshments

1:15 pm - 2:00 pm

Opening Remarks

1:15 pm - 2:00 pm

Opening General Session

Vision 2025:  The Future of Wealth in the Bank Channel

2:00 pm - 2:15 pm

Break in The Foyer

2:15 pm - 3:00 pm

General Session

Women and Wealth

  • Gunjan Kedia, Vice Chairman, Wealth Management and Investment Services, U.S. Bank

3:10 pm - 4:00 pm

Concurrent Sessions I

Communicating to Connect
(Client Management)

Participants will walk through the process of creating REAL (Rational, Emotional, Authentic and Loyal) connections and will learn how to incorporate elements of applied improvisation. Attendees will be led through a series of simple exercises adapted for financial professionals that impart immediately actionable communication skills. Content will cover intergenerational communication as well as which advisor skills are deemed most important by clients. 

Continuing Rise of Factor-based Investing

  • Anthony B. Davidow
  • Jeremy Schwartz, Executive Vice President, Wisdom Tree

Talent Acquisition and Retention: Using Predictive Index to Build Your Team
(Practice Management)

This interactive session will help you find the right talent to achieve high performance with your financial teams. The PI process consists of a powerful combination of assessment, education and consulting that gives your executive team and organization a common language, provides a solid foundation for employee growth and development, takes the guesswork out of hiring and retaining talented people and helps identify the next generation of leaders.

  • Carla Rojas, Partner, Resource PI

Regulatory Update
(Fiduciary, Legal and Compliance)

This panel will take a look at how you can keep ahead of your fiduciary and compliance responsibilities to better serve your clients.

  • Phoebe Papageorgiou, Vice President, Trust Policy, American Bankers Association
  • Tish Dalton, Director of the Asset Management Policy Group, Office of the Comptroller of the Currency

4:00 pm - 4:10 pm

Break in the Foyer

4:10 pm - 5:00 pm

Concurrent Sessions II

Managing Multiple Generations of Wealth
(Client Management)

ESG: Reduce Risk and Improve Returns

  • Robert H. Sitkoff, John L. Gray Professor of Law, Harvard Law School
  • Max Schanzenbach, Seigle Family Professor of Law, Northwestern Pritzker School of Law

Leading with Planning to Grow: Business Development in the New Paradigm
(Practice Management)

  • Nerre Shuriah, Senior Vice President and Director of Wealth Planning, First Citizens Bank

Digital Assets Stick Around
(Fiduciary, Legal and Compliance)

  • Frederick B. Weber, Estate Settlement Services Practice Leader, Northern Trust

5:00 pm - 6:00 pm

Opening Reception in the Marketplace

Monday, Feb 24

7:30 am - 5:30 pm

Conference Registration Open

7:30 am - 8:30 am

Power Breakfast Session

8:00 am - 8:30 am

Coffee Service

8:30 am - 9:15 am

General Session

Global Economic Update

  • Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management

9:15 am - 9:25 am

Break in the Foyer

9:25 am - 10:15 am

General Session

Breaking the Money Silence ®

  • Kathleen Burns Kingsbury, KBK Wealth Connection

10:15 am - 11:15 am

Break in the Marketplace

11:15 am - 12:00 pm

Wealth Unplugged – Roundtable Discussions

Client Management
Practice Management
Fiduciary, Legal and Compliance

12:00 pm - 1:45 pm

Lunch & Learn

1:45 pm - 2:30 pm

Dessert in The Marketplace

2:30 pm - 3:15 pm

Concurrent Sessions III

How Do We Make Client Experiences Better?
(Client Management)

  • Frank Bonsack, Wealth Management Advisor, Fifth Third Bank
  • Jacqueline M. Vose, Managing Director, Greenwich Associates

The Challenge and Opportunity of Secular Risk

  • Ira W. Carnahan, Vice President, T. Rowe Price

Changing Roles of the Advisory Team
(Practice Management)

  • Rob Blume, Managing Director and Senior Vice President, Washington Trust
  • Dan Bryan, SVP, Regions Private Wealth Management

Non-Judicial Modification
(Fiduciary, Legal and Compliance)

  • David C. Blickenstaff, Partner, Schiff Hardin LLC
  • Susan D. Snyder, Trust Counsel and Deputy General Counsel, Northern Trust

3:25 pm - 4:10 pm

Concurrent Sessions IV

Three Years After Tax Reform – What’s Next?
(Client Management)

  • Nicholas J. Bertha, Director of Wealth and Trust Planning, Fieldpoint Private

Asset Allocation in the Decumulation Phase

This session will focus on the probability-based school of thought on retirement income developed by financial planners since the 1990s. The concept of safe withdrawal rates and the 4% rule developed from William Bengen’s analysis of the U.S. historical data. After explaining the approach and further refinements to the core methodology, the session shifts to consider the impacts of a number of key issues and assumptions behind the 4% rule. The focus will be on asset allocation in the context of retirement distributions. Ultimately, more sophisticated methods are required and described. Finally, guidance will be provided on thinking more broadly about a retirement income strategy that moves beyond studying sustainable withdrawal rates from a financial portfolio.

  • Wade D. Pfau, Professor of Retirement Income, The American College

Premium Fees for Premium Service 2.0
(Practice Management)

  • Donald Gallagher, Managing Director, Trust Platform Executive, Bank of America
  • Sam Guerrieri, Executive Vice President, Wealth Brands
  • David Lincoln, Partner, WISE Gateway

The Latest in Fiduciary Law
(Fiduciary, Legal and Compliance) 

4:15 pm - 5:00 pm

Washington Update

  • James Ballentine, Executive Vice President of Congressional Relations and Political Affairs, American Bankers Association

5:00 pm - 6:00 pm

Reception in The Marketplace

Tuesday, Feb 25

7:30 am - 11:30 pm

Conference Registration Open

7:30 am - 8:30 am

Power Breakfast

8:00 am - 8:30 am

Coffee Service

8:30 am - 9:15 am

General Session

Client Digital Experience: Delivering the Future Today

  • Jennifer Capouya, Head of Digital Investment Solutions. SunTrust
  • Kraleigh Woodford, Head of Digital Client Experience, UBS

9:15 am - 10:15 am

Break in The Marketplace

10:15 am -11:00 am

Concurrent Sessions V

Stop Talking Digital, Start Talking Experience
(Client Management)

  • Melissa Cullen, Chief Administration Officer, Wealth and Retirement, FIS

Searching for Yield in a Low-Rate Environment

  • Daniel Goldberg, Executive Director, JP Morgan Asset Management
  • Nick Homes, Portfolio Manager, Tortoise Advisors

Integrated Trust and Brokerage Model
(Practice Management)

Compliance and Trusts – Vendor Management
(Fiduciary, Legal and Compliance)

  • Kevin Maas, President, Wealth Management Compliance AllianceTM , a division of Pohl Consulting and Training
  • Carl Petterson, Vice President, Trust & Compliance Officer, Sawmill Trust Company

11:10 am - 12:00 pm

General Session

Creating the Future of Wealth Management Today