Agenda
SEPTEMBER 30
1:00 - 1:15 p.m. - Welcome and Sponsor Introductions
1:15 - 2:00 p.m. - Update on the Regulatory Environment
Phoebe Papageorgiou, Vice President Trust Policy, American Bankers Association
2:00 - 2:45 p.m. - Cannabis – Trust Aspect Panel, Katrina Rhodes, Examination Manager
Derrick Rodriguez, Regional Supervisor; Bruce Ohland, Regional Supervisor, DIFS
2:45 - 3:00 p.m. - Stretch Break
3:00 - 3:45 p.m. - Creating the Future of Wealth Management Today
Amy E. Szostak, Director, Family Education and Governance, Northern Trust
OCTOBER 1
9:00 - 9:45 a.m. - Responsibility Works
Mary Green,Vice President, Client Portfolio Manager, Federated
9:45 - 10:30 a.m. - Economic Update
Linda Duessel, CFA, CPA, CFP. Senior Equity Strategist, Federated
10:30 - 10:45 a.m. - Stretch Break
10:45 - 11:30 a.m. - Fiduciary Access to Digital Assets
Howard H. Collens, Partner, Galloway and Collens PLLC
OCTOBER 2
9:00 - 9:45 a.m. - Elder Abuse Exploitation
Sherry Schneider, Operational Risk Director, SVP, Old National Bank
9:45 - 10:30 a.m. - Managing Difficult Conversations with Estate Settlement
Amy R. Tripp, Partner, Chalgian & Tripp Law Office PLLC
10:30 - 10:45 a.m. - Stretch Break
10:45 - 11:30 a.m. - New Trust Cases
11:30 a.m. - 12:15 p.m. - Retaining Heirs: How to Connect with your Next Generation of Clients
Jim Entwisle, CFP®, Advisor Education Specialist, Vanguard’s Financial Advisor™
Topics
2020 has brought an abundance of changes. Our speakers introduce you to new trends and re-imagined frameworks for your trust and wealth management operations. We look forward to connecting in October!
While we understand that some of you are not permitted to travel, as originally planned, we are now offering the conference virtually. We are committed to providing continuing education for both CTFA and CFP. Please check back closer to the date for our CE hours awarded. We have spread the conference over three half days to better accommodate a virtual format.
