Forum Registration
Opening Session Reception and Cocktail Party
Cardinal Room
Jason Niell
Chairman
Trust Education Foundation, Inc.
Managing Director / Manager Trust Administration
Midwest Trust Company
Laurence Chambers
President
Trust Education Foundation, Inc.
Executive Director | Senior Lead Business Execution Consultant
Wells Fargo Wealth and Investment Management
Breakfast Buffet
Carolina Dining Room
Hot Topics in Estate Planning
Elie J. Foy
Partner
Wyrick Robbins
Christopher N. Hewitt
Fiduciary Counsel
Trust Company of the South
The Foundation, Campbell University and Student Introductions
Ryan A. Newkirk – Member, TEF Board
Partner
Granville Capital Inc.
Phillip Strickland – Member, TEF Board
Executive Director of Trust & Fiduciary Services/
Senior Vice President
First Citizens Bank
Rebecca W. Brock – Member, TEF Board
Fiduciary Executive, Private Wealth Management/Senior Vice President
Truist Bank
Dr. William M. Downs
President
Campbell University
Break and Exhibits
Cardinal Room
Management Panel
Ryan A. Newkirk – Moderator
Partner
Granville Capital Inc.
Panelists:
Mark McKay
National Head of Trust, Estate & Fiduciary Administration
BMO Financial Group
Samantha Virdin-Smetana
Senio Vice President, Trust Regional Manager
City National Bank
Gentry Barnett Byrnes
Chief Fiduciary Officer & Co-Founder
Adelphi Trust
Lunch
Carolina Hall (Downstairs)
Special Needs Trusts 101: What Trust Companies Should Know
Nora Gieg Chatha
Business Development Director
Inspire Trust
Break and Exhibits
Cardinal Room
Economic and Market Outlook
Karen Manna
Investment Director / Portfolio Manager / Vice President
Federated Hermes
Reception & Cocktail Party
Cardinal Room
Breakfast Buffet
Carolina Dining Room
Stablecoins – What Does That Mean for Wealth Managers?
Mike Tropeano, CFA
Senior Vice President, Client Engagement and Practice Management
Fi-Tek, LLC
One of You Has Done This Two Hundred Times: Representing the First-Time Seller Across the Table from Professional Capital
John Fennebresque
Founder and Managing Partner
Fennebresque & Company
Break and Exhibits
Cardinal Room
Decoding Directed Trusts
Andrea Chomakos
Managing Director – Charlotte
Pendleton Square Trust Company
Jonathan Connolly
Chairman, President and Chief Operating Officer
Wealth Advisors Trust Company
Lunch
Carolina Hall (Downstairs)
When Protection Meets Autonomy: The Trustee’s Role in Navigating Potential Elder Abuse
Luke A. Lantta
Partner and Co-Leader Fiduciary Disputes Team
Bryan Cave Leighton Paisner LLP
Wealth Priorities: The 25 Best Practices of Multi-generational Families
Natalie R. Smailes
Senior Vice President
Trust Wealth
Managing Director Strategic Client Development
Center for Family Legacy
Dining on your own
Breakfast Buffet
Carolina Dining Room
Understanding the Next Generation of Investors
Alex Urbani
President
MainStreet Advisors
Fiduciary Compliance Panel – Regulatory Exams
Patrick Alyward – Moderator
Executive Director
Trust Education Foundation
Founder and CEO
TRUSTworthy Consultants, LLC
Panelists:
Tracy Allen-Wolsko
Executive Director Business Risk and Controls / Senior Vice President
First Citizens Bank
Sean Gray
Independent Board Director & Senior Advisor
You’re Going to Get Sued (Try Not to Lose)
Harrison Lord
Managing Member
Lord & Lindley
Wrap Up
Patrick Alyward
Executive Director
Trust Education Foundation, Inc.
Founder and CEO
TRUSTworthy Consultants, 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?