Forum Registration
Opening Session Reception and Cocktail Party
Cardinal Room
Maria Sturges
Chairman
Trust Education Foundation, Inc.
Managing Director of Compliance
Piedmont Trust Company
Jason Niell
President
Trust Education Foundation, Inc.
Managing National Trust Administration/Senior Vice President
City National Bank
Breakfast Buffet
Carolina Dining Room
Hot Topics in Estate Planning
Elie J. Foy
Partner
Wyrick Robbins
Christopher N. Hewitt
Of Counsel
Womble Bond Dickinson (US) LLP
The Foundation, Campbell University and Student Introductions
Ryan A. Newark – Member, TEF Board
Principal
Granville Capital Inc.
Phillip Strickland – Member, TEF Board
Senior Director of Institutional Trust/Senior Vice President
First Citizens Bank
Rebecca W. Brock – Member, TEF Board
Fiduciary Executive, Private Wealth Management/Senior Vice President
Truist Bank
Dr. J. Bradley Creed
President
Campbell University
Break and Exhibits
Cardinal Room
Management Panel
Ryan A. Newkirk – Moderator
Principal
Granville Capital Inc.
Panelists:
Adam Clark
Global Head of Trusts and Estates and Managing Director
J.P. Morgan Private Bank
Michael W. Milich
Director of Trust/Senior Executive Vice President
Frost Wealth Advisors
J. McGregor Carr
Executive Director of Wealth Management/Executive Vice President
Comerica Bank
Lunch
Carolina Hall (Downstairs)
Economic and Market Outlook
Linda A. Duessel CFA, CFP, CPA
Senior Vice President
Federated Hermes
Break and Exhibits
Cardinal Room
Regulatory and Fiduciary Case Law Update
Nora Gieg Chatha
Shareholder
Tucker Arensberg, PC
Reception & Cocktail Party
Cardinal Room
Breakfast Buffet
Carolina Dining Room
Increasing the Value of a Privately-Held Business: Strategies for Sustainable Growth, Ownership Succession and Shareholder Liquidity
J. Lee Lloyd
Senior Advisor, Global Mergers and Acquisitions / Corporate Finance
J. Lee Lloyd, LLC
State Income Taxation of Trusts: Challenges and Opportunities
Andrea C. Chomakos
Chief Fiduciary Officer
Bank OZK
Break and Exhibits
Cardinal Room
Directed Trusts and the Tools for Trust Decanting
Daniel F. Hayward
Director
Gordon, Fournaris & Mammarella, P.A.
Lunch
Carolina Hall (Downstairs)
The Three “R’s” of Estate Settlement: Responsibilities, Risks and Rewards
Robert M. Maxwell
Adjunct Professor of Law
Villanova University Charles Widger School of Law
The Basics of Digital Asset Planning and Administration
Bruce D. Hendryx
Senior Vice President / Director of Closely Held Business Strategies
PNC Private Bank
Dining on your own
Breakfast Buffet
Carolina Dining Room
What if Chuck Norris Taught Cybersecurity?
Steven Wujek
Network Architect & Security Engineer
Cybersecurity Speaker and Consultant and Expert Legal Witness
TCDI
Compliance and Risk Management Panel
Patrick Alyward – Moderator
Chief Revenue Officer/Chief Operating Officer
Atticus, Inc.
Panelists:
Sean Gray
Managing Director and Chief Compliance Officer
Bessemer Trust
Jeremy McCamic
Relationship Manager
Fairview Investment Services
Randall S. “Randy” Bond
Head of Trust and Wealth Strategy and Chief Fiduciary Officer
Texas Capital Bank
Wrap Up
Jason Niell
President
Trust Education Foundation, Inc.
Senior Vice President / Manager National Trust Administration
City National Bank
World Class Speakers, Relevant Content based on Industry Hot Topics, enough Continuing Education Credits to meet your Annual Requirements and Popcorn breaks… Need we say more?