3:00 PM - 6:00 PM

Forum Registration

6:00 PM - 7:30 PM

Opening Session Reception and Cocktail Party
Carolina Dining Room

Patrick Alyward – 2019 President
Trust Education Foundation, Inc.
President
RIC

Becky Kelly
Executive Director
Trust Education Foundation, Inc.
Managing Partner
Fiduciary Education Center, LLC

 

Hosted by:

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room

8:00 AM - 10:00 AM

Hot Topics in Estate Planning

C. Gray Johnsey, Esquire
White & Allen P.A.

Elinor J. Foy, Esquire
Of Counsel
Womble Bond Dickinson (US) LLP

10:00 AM - 10:30 AM

Break and Exhibits 
Cardinal Room

10:30 AM - 11:15 AM

The Foundation, Campbell University and Student Introductions

Ryan A. Newkirk – Member, TEF Board
Senior Vice President and Wealth Advisor
Wells Fargo Private Bank

Phillip Strickland – Member, TEF Board
Senior Vice President / Manager of Institutional Trust
First Citizens Bank 

Emily Bratton
Trust Officer
U.S. Trust

Dr. J. Bradley Creed
President
Campbell University

11:15 AM – 12:30 PM

Lunch
Carolina Hall

12:30 PM - 2:00 PM

Management Panel

John V. Elliott – Introductions 
Senior Vice President / Fiduciary Management Services Director
Wells Fargo

Ryan A. Newkirk – Moderator
Senior Vice President / Wealth Advisor
Wells Fargo Private Bank

Panelists:

Manuel (Manny) F. Perez-Carrillo
Executive Vice President / Head of Trust and Fiduciary Administration
Private Wealth Management
SunTrust Banks, Inc.

Jeanne Adam
Senior Vice President / Managing Director
Fiduciary Management Services
Wells Fargo Wealth Management

Alma D. Banuelos
National Head of Trust and Estate Services
CNB & RBC

Penelope (Penny) Vance
Senior Vice President/Fiduciary Managing Director for Wealth
PNC Wealth Management

2:00 PM - 3:00 PM

Regulatory Update

Eugene F. Maloney, Esquire
Executive Vice President and Corporate Counsel
Federated Investors, Inc.

3:00 PM - 3:30 PM

Break and Exhibits 
Cardinal Room

3:30 PM – 4:30 PM

Economic and Market Outlook

Linda A. Duessel CFA, CFP, CPA
Senior Vice President
Federated Investors, Inc.

4:30 PM – 5:30 PM

The Opioid Challenge for Fiduciaries

Kevin L. Johns, Esquire
Partner
Wyatt, Tarrant & Combs

6:00 PM – 8:00 PM

Reception & Cocktail Party 
Cardinal Room

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room 

 

8:00 AM - 9:30 AM

Issues that Arise with Grantor Trusts

Charles (Skip) D. Fox IV, Esquire
Partner
McGuireWoods, LLC

9:30 AM - 10:00 AM

Break and Exhibits 
Cardinal Room

10:00 AM - 11:00 AM

Unleashing Generosity: Charitable Gift Planning in 2019

Michael King, Esquire
Vice President – Gift Planning Services
National Christian Foundation (NCF)

11:00 AM - 12:00 PM

Is Millennial a Four Letter Word?

Ryan P. Layton, CFA
Wealth Strategist
EmeraldSpark Investments

12:00 PM - 1:30 PM

Lunch
Carolina Hall

1:30 PM – 2:30 PM

Getting Smarter about Cybersecurity and Data Privacy

Gary Sorrentino
Managing Director
JP Morgan Chase

2:30 PM - 3:30 PM

Investing in Volatile Markets

Tom McKinstry
Investment Research Manager
MainStreet Advisors

3:30 PM - 7:00 PM

Dining on your own 

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room

8:00 AM - 9:30 AM

The Latest Developments in ILITs

Maria Sturges – Moderator
Vice President of Outsourcing Operations
Infovisa

Panelists:

Tate Groome
Managing Partner
LifeTrust3D

Greg Kizer
Vice President of Marketing
RIC

9:30 AM - 11:00 AM

Compliance and Risk Management Panel

Patrick Alyward – Moderator
Senior Vice President
RIC

Panelists:

Sean Gray
Chief Compliance Officer/CCO and Chief Risk Officer/CRO
Bessemer Trust

David Bilko
Executive Vice President / Chief Risk Officer
Union Bank & Trust

Neil Archibald
General Counsel / Chief Fiduciary Officer
Member’s Trust

11:00 AM

Wrap Up

Becky Kelly
Executive Director
Trust Education Foundation, Inc.
Partner
Fiduciary Education Center, LLC

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?

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