Forum Registration
Opening Session Reception and Cocktail Party
Cardinal Room
Maria Sturges
Chairman
Trust Education Foundation, Inc.
Chief Operating Officer
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:
Jen Galvagna
Managing Director and Head of Trust,
Estates & Tax
Bank of America Private Bank
Kerry Porter
Vice President | Senior Fiduciary Director
Brown Brothers Harriman Trust Company of Delaware N.A.
Kenneth E. Lako
President / Chief Executive Officer
Members Trust Company
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
The Future of Wealth Management – The Challenges of Intergenerational Wealth Transfers and Changing Investor Expectations
J. Womack (“Jay”)
Global Head of Investment Solutions
SEI Global Asset Management
Fun Career Booster: Responsible AI that you can Explain, Operate and Govern
James Massa
Executive Director of Software Engineering and Architecture
JP Morgan Chase & Co.
Break and Exhibits
Cardinal Room
Dueling Perspectives on Capacity and Undue Influence
Scott Rahn
Founding Partner
RMO LLP
Dana Chidekel, Ph.D
Clinical and Forensic Neuropsychologist
Lunch
Carolina Hall (Downstairs)
Managing Tangible Assets: Unlocking the Potential of Hidden Wealth
Shane David Hall
Director, High Profile Division
The Fine Art Group
Fiduciary and Trust/Conservator Account Dreams and Challenges – The Nuts and Bolts of Fiduciary Accountings
Francine Lee
Fiduciary/Trust & Estate Services, Managing Director
Ernst & Young LLP
Dining on your own
Breakfast Buffet
Carolina Dining Room
What if the “Wicked Witch of the West” had a Laptop?
Steven Wujek
Network Architect & Security Engineer
Cybersecurity Speaker and Consultant and Expert Legal Witness
TCDI
Compliance and Risk Management Panel
Patrick Alyward – Moderator
Founder and CEO
TRUSTworthy Consultants, LLC
Panelists:
Holly Bailey
Senior Vice President / Manager, Global Fiduciary Risk Management
The Northern Trust Company
Todd Abrams
Bank Examiner – Asset Management Lead Expert – Midwest/West Region
Office of the Comptroller of the Currency
Sacha Waldeck
Chief Compliance Officer
Raymond James Trust N.A.
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?