3:00 PM - 5:30 PM

Forum Registration

5:30 PM - 7:00 PM

Opening Session Reception and Cocktail Party
Cardinal Room

Maria Sturges
Chairman
Trust Education Foundation, Inc.
Managing Director of Compliance
Piedmont Trust Company

Jason Niell
President
Trust Education Foundation, Inc.
Managing National Trust Administration/Senior Vice President
City National Bank

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room

8:00 AM - 9:30 AM

Hot Topics in Estate Planning

Elie J. Foy
Of Counsel
Wyrick Robbins

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

9:30 AM - 10:00 AM

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

Dr. J. Bradley Creed
President
Campbell University

10:00 AM - 10:30 AM

Break and Exhibits 
Cardinal Room

10:30 AM - 12:00 PM

Management Panel

Ryan A. Newkirk – Moderator
Principal
Granville Capital Inc.

Panelists:

Adam Clark
Global Head of Trusts and Estates and Managing Director
J.P. Morgan Private Bank

Michael W. Milich
Director of Trust/Senior Executive Vice President
Frost Wealth Advisors

J. McGregor Carr
Executive Director of Wealth Management/Executive Vice President
Comerica Bank

12:00 PM – 1:30 PM

Lunch
Carolina Hall (Downstairs)

1:30 PM - 3:00 PM

Economic and Market Outlook

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

3:00 PM - 3:30 PM

Break and Exhibits 
Cardinal Room

3:30 PM - 4:30 PM

Regulatory and Fiduciary Case Law Update

Nora Gieg Chatha
Shareholder
Tucker Arensberg, PC

5:30 PM – 7:00 PM

Reception & Cocktail Party 
Cardinal Room

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room

8:00 AM - 9:00 AM

Increasing the Value of a Privately-Held Business: Strategies for Sustainable Growth, Ownership Succession and Shareholder Liquidity

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

9:00 AM - 10:00 AM

State Income Taxation of Trusts: Challenges and Opportunities

Andrea C. Chomakos
Partner
McGuireWoods LLC

10:00 AM - 10:30 AM

Break and Exhibits 
Cardinal Room

10:30 AM - 12:00 PM

Directed Trusts and the Tools for Trust Decanting

Daniel F. Hayward
Director
Gordon, Fournaris & Mammarella, P.A.

 

12:00 PM - 1:30 PM

Lunch
Carolina Hall (Downstairs)

1:30 PM – 2:30 PM

The Three “R’s” of Estate Settlement:  Responsibilities, Risks and Rewards

Robert M. Maxwell
Director of Estate & Trust Settlement/Managing Director
The Glenmede Trust Company

2:30 PM - 3:30 PM

The Basics of Digital Asset Planning

Jennifer L. Zegel
Partner
Kleinbard LLC

3:30 PM - 7:00 PM

Dining on your own 

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room

8:00 AM - 9:30 AM

What if Chuck Norris Taught Cybersecurity?

Steven Wujek
Network Architect & Security Engineer
Cybersecurity Speaker and Consultant and Expert Legal Witness
TCDI

 

9:30 AM - 11:00 AM

Compliance and Risk Management Panel

Patrick Alyward – Moderator
President
RIC

Panelists:

Sean Gray
Managing Director and Chief Compliance Officer
Bessemer Trust

Jeremy McCamic
Relationship Manager
Fairview Investment Services

Randall S. “Randy” Bond
Head of Trust and Wealth Strategy and Chief Fiduciary Officer
Texas Capital Bank

11:00 AM

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?

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