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

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