Please feel free to review the 2017 agenda below.
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Forum Registration
Carolina Hall
Phillip Strickland – 2017 President
Trust Education Foundation, Inc.
Vice President / Manager of Institutional Trust Administration First Citizens Bank
Becky Kelly
Executive Director
Trust Education Foundation, Inc.
Managing Partner
Fiduciary Education Center, LLC
Cocktail Party
Hosted by:
Dining on your own
Breakfast Buffet
Carolina Dining Room
Hosted by:
Hot Topics in Estate Planning
C. Gray Johnsey, Esquire
White & Allen P.A.
James W. Narron, Esquire
Narron, O’Hale & Whittington
Break and Exhibits
Carolina Hall
Hosted by:
Vendor and Student Introductions:
Ryan A. Newkirk – Member, TEF Board
Senior Vice President and Wealth Advisor
Wells Fargo Private Bank
John V. Elliott – Member, TEF Board
Senior Vice President / Manager North Carolina Trust Center
Wells Fargo
Dr. J. Bradley Creed
President
Campbell University
Lunch
Carolina Hall
Hosted by:
Management Panel
John V. Elliott – Introductions
Senior Vice President / Manager North Carolina Trust Center
Wells Fargo
Ryan A. Newkirk – Moderator
Senior Vice President and Wealth Advisor
Wells Fargo Private Bank
Panelists:
Paula M. Baker
Managing Director / Chief Fiduciary Executive
JP Morgan Trust & Estate Practice
Mike Dowling
Senior Vice President / Personal Trust Executive
City National Bank
Steve Leidheiser
Senior Vice President / Manager Personal Trust
First Citizens Bank
Regulatory Update
Eugene F. Maloney, Esquire
Executive Vice President and Corporate Counsel
Federated Investors, Inc.
Break and Exhibits
Carolina Hall
Hosted by:
Economic and Market Outlook
Linda A. Duessel CFA, CFP, CPA
Senior Vice President
Federated Investors, Inc.
Lead Without Speaking—The Compelling Case for Nonverbal Communication and Its Impact on Your Influence
Eric Rheam
Author and Speaker
Reception and Cocktail Party
Carolina Hall
Cocktail Party Hosted by:
Dining on your own
Breakfast Buffet
Carolina Dining Room
Hosted by:
Charitable Tales from the Crypt
Charles (Skip) D. Fox IV, Esquire Partner
McGuireWoods, LLC
Break and Exhibits
Carolina Hall
Hosted by:
Real Estate Cycles
Glenn R. Mueller, Ph.D. Professor
University of Denver
Speaker Courtesy of:
Tax Reporting Update and Considerations Impacting Wealth Management Clients
Patrick Alyward
Vice President / General Manager
CCH Trust US
Lunch
Carolina Hall
Hosted by:
Navigating the Complexities of Employment Law as a Fiduciary
Sharon Novak, JD, SPHR
Employment Counsel
TEAM Risk Management Strategies
Trustees and Ethics – Two Ingredients, if not Properly Measured, that can make a Rich Harvest in the Hands of Counsel for the Unhappy Beneficiary
Richard Wehrle
Partner
Stites & Harbison
Dining on your own
Breakfast Buffet
Carolina Dining Room
Hosted by:
A Discussion of the NEW DOL Fiduciary Rule
Mohib Yousufani
Partner
PricewaterhouseCoopers LLP, Financial Services – Banking & Capital Markets
Lisa Herrnson
Partner
PricewaterhouseCoopers’ Human Resource Services Practice
Regulatory Panel The Bank Secrecy Act and Anti Money Laundering Compliance / Cyber Security / General Regulatory Overview
Jeffery Stanovich
Senior Examination Specialist
Federal Deposit Insurance Corporation
Maria Thompson
Chief Risk Officer
State of North Carolina
Larry Daniel
Bank Examiner
North Carolina Office of the Commissioner of Banks
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?