Program | Wealth Management and Trust Conference

ON DEMAND

GENERAL SESSION

ABA Leadership Speaks

• Rob Nichols, President and CEO, American Bankers Association

The Benefits of an Integrated Wealth Management Program

Everyone begins with 100% of their assets in a bank. Over time, the wealthier a person gets, the more likely their assets seep out of the institution and go elsewhere. Why? How do we prevent this? This panel discussion will explore the answers.

Moderator:

• Scott Stathis, Co-Founder, FIIC. Founder, Stathis Partners, LLC.

Panelists:

• Alvina Lo, Chief Wealth Strategist, Wilmington Trust
• Christopher Melton, National Director, Ameriprise Financial Institutions Group
• Rebecca Robinson, CPA, CFP, Executive Vice President, Director of Wealth Management, Zions Bancorporation

ON DEMAND

Concurrent Sessions

Choose your session to attend, focused on one of our two tracks: Wealth Management or Trust.

The Millennial Wealth Wave: How to Ride the Tide

Don’t make the mistake of trying to channel a millennial audience into current wealth management products and promotions. To capture the generation who by 2030 will have five times the wealth they have today, banks need a new approach.

• Martha Bartlett Piland, CFMP, President and CEO, Banktastic 

Introductory Estate Planning — The Core Concepts and a Little More!

Estate planning can be daunting, but this session will demystify it. You’ll gain the basic concepts and a working vocabulary that will allow you to engage with and give meaningful guidance to your clients. You’ll also dig deeper into the more advanced and popular planning techniques! 

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

ON DEMAND

GENERAL SESSION

Pardon the Interruption: A Real-Time Take on the Fed, Market and Economy

In this fast-paced session in the style of ESPN’s “Pardon the Interruption,” Philip Orlando and Steven Chiavarone will deliver an analysis of the Fed, market and economy. Don’t miss this dynamic session presented with wit and humor and featuring actionable insights.

• Philip Orlando, Chief Equity Strategist, Head of Client Portfolio Management, Federated Hermes
• Steve Chiavarone, Senior Vice President, Head of Multi-Asset Solutions Senior Portfolio Manager, Federated Hermes

ON DEMAND

Concurrent Sessions

Choose your session to attend, focused on one of our two tracks: Wealth Management or Trust.

Annual Reviews of Fiduciary Accounts

This session will provide guidance on the annual account review requirement contained in OCC fiduciary regulation 12 CFR 9.6(c) and the regulatory expectations for periodic administrative account reviews.

• David S. Stalnaker, CRCM, CTCP, Principal Consultant, Capco Consulting

Alternative Credit Landscape and Outlook

Learn about alternative credit and its place in a diversified portfolio, the evolution of the asset class and what opportunities are ahead in 2024

• Moderator: Mark Hoffman, Ph.D., CFA – CIO Fulton Private Bank & Fulton Financial Advisors Panelists:
• Andrew Winer, Managing Director, COO – BDCs, Oak Hill
• Jeffrey Scott, Managing Director, Originations ; Co-Manager, Fidelity Private Credit Fund 
• Larry Holzenthaler, Managing Director, Portfolio Manager and Senior Alternatives Strategist, First Eagle Investments

ON DEMAND

Concurrent Sessions

Choose your session to attend, focused on one of our two tracks: Wealth Management or Trust.

Introduction to Planning for Art and Collectibles

How does an estate planner handle non-traditional assets such as art, cars, jewelry and other collectibles? During this session, explore the challenges and real-world solutions. We’ll also discuss current and updated cases related to non-traditional assets.

• Rosemary L. Ringwald, Managing Director,Wealth Strategies Advisor, Head of Art Planning, Center of Excellence, Bank of America

Evolving Your Market Mindset: Working with Human Behavior

Humans are hardwired for many functions, and some can challenge our ability to make rational decisions. This session will cultivate awareness about your natural human tendencies and how to work with them to develop a market mindset that can support you across all aspects of your life, both personal and professional.

• Breanna Blaney, Director, Life Invested Dimensional Fund Advisors

ON DEMAND

GENERAL SESSION

Economic and Investment Outlook

Stay updated on the current state of the U.S. and international markets and the current investment outlook. Discussions will include market drivers, challenges, key issues affecting the economy and actionable ideas to share with clients.

Moderator:

• Scott Welch, CIMA®, Founder, UnconstrainedThought

Panelists:

• Oscarlyn Elder, CFA, CAIA , Co-Chief Investment Officer, Truist, Advisory Services Inc., Truist Wealth
• Shannon Saccocia, CFA, Chief Investment Officer, NB Private Wealth, a division of Neuberger Berma

ON DEMAND

Concurrent Sessions

Choose your session to attend, focused on one of our two tracks: Wealth Management or Trust.

Succession Planning: Structuring Trusts to Avoid Family Drama for Generations 

This conversational panel will discuss best practices when creating a trust to incorporate flexibility during and after the trustor’s lifetime. The panel will highlight pivotal moments during a trust’s administration when succession issues routinely create conflict and how to avoid them. We’ll also explain how to walk the line between what can be done and what should be done when structuring a trust agreement, looking ahead to changes to the makeup of the trust’s assets and the identity of the trust’s beneficiaries.

• David A. Diamond, President, The Northern Trust Company of Delaware
• Jennifer E. Smith, Founding Partner, McCollom D’Emilio Smith Uebler LLC

Corporate Transparency Act 

The United States does not currently have a centralized repository of data about who owns and operates legal entities within its borders. That soon will change. FinCEN in January 2024 will implement its final regulations on beneficial ownership reporting requirements of the Corporate Transparency Act (known as the "Final Rule"). This session offers information and insight on what you need to know for your business. 

• Nora Gieg Chatha, Co-chair, Fiduciary Services & Risk Management Group, Chair, Estates & Trusts Group Member, Tucker Arensberg Board of Directors

ON DEMAND

GENERAL SESSION

Generative AI: Potential or Peril

Get a demonstration of cutting-edge AI tools that could potentially improve efficiency and offer enhanced customer experiences. We’ll also examine the dark side of AI, including fraud and security risks, as well as how responsible use and robust security measures can help safeguard against harm.

• Paul Benda, Senior Vice President, Operational Risk and Cybersecurity, American Bankers Association
• Brooke Ybarra, Senior Vice President, Innovation and Strategy, American Bankers Association