Breakfast Buffet
Carolina Dining Room

Hot Topics in Estate Planning

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

Break and Exhibits 
Carolina Hall

Management Panel – What We Have Learned in the Pandemic

Ryan A. Newkirk – Moderator
Senior Vice President and Managing Director
Wells Fargo Private Bank

Panelists:

Rebecca W. Brock
Fiduciary Executive, Private Wealth Management
Truist, Inc.

Gene Lewis
Senior Vice President and Manager Trust Department
First Citizens Bank

Jason Niell
Senior Vice President/Manager National Trust Administration
City National Bank

Lunch
Carolina Hall

Economic and Market Outlook

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

Break and Exhibits 
Carolina Hall

Regulatory Update

Kary A. Moore, Esquire
Senior Corporate Counsel and Vice President
Federated Hermes

Reception & Cocktail Party 
Carolina Hall

Breakfast Buffet
Carolina Dining Room

“The Results Are In: Where Do We Go From Here?”

Christopher N. Hewitt
ASSOCIATE
Womble Bond Dickinson (US) LLP

Break and Exhibits 
Carolina Hall

Drafting in the Dark – How to Build Flexibility into Estate Plans During Times of Uncertainty

Elie J. Foy
OF COUNSEL
Womble Bond Dickinson (US) LLP

The Brave New World of the “Gen Z” Beneficiary

Phillip Strickland
Senior Vice President and Manager of Institutional Trust
First Citizens Bank

Aaron Schnoor
Senior, SGA President
Campbell University Trust and Wealth Management Program

Lunch
Carolina Hall

Health Savings Accounts (“HSAs”) As Valuable Tools for Financial & Retirement Planning

Jason M. Cogdill
Attorney at Law

Capturing ESG and Financial Sustainability

Emily Lawrence
Senior Product Specialist for ESG
Northern Trust

Dining on your own 

Breakfast Buffet
Carolina Dining Room

Family Businesses – Succession and Monetization Strategies

J. Lee Lloyd
Senior Advisors, Mergers and Acquisitions/Corporate Finance
J. Lee Lloyd, LLC

Compliance and Risk Management Panel

Brian Morrow
Fiduciary Risk and Compliance Consultant

Wrap Up

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