2018 Agenda Coming Soon!

Please feel free to review the 2017 agenda below.
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3:00 PM - 6:00 PM

Forum Registration

6:00 PM - 7:30 PM
Opening Session Reception and Cocktail Party

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

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room

Hosted by: 

8:00 AM - 10:00 AM

Hot Topics in Estate Planning

C. Gray Johnsey, Esquire
White & Allen P.A.

James W. Narron, Esquire
Narron, O’Hale & Whittington

10:00 AM - 10:30 AM

Break and Exhibits
Carolina Hall

Hosted by:

10:30 AM - 11:15 AM

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

11:15 AM – 12:30 PM

Lunch
Carolina Hall

Hosted by:

12:30 PM - 2:00 PM

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

2:00 PM - 3:00 PM

Regulatory Update

Eugene F. Maloney, Esquire
Executive Vice President and Corporate Counsel
Federated Investors, Inc.

3:00 PM - 3:30 PM

Break and Exhibits
Carolina Hall

Hosted by:

3:30 PM – 4:30 PM

Economic and Market Outlook

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

4:30 PM – 5:30 PM

Lead Without Speaking—The Compelling Case for Nonverbal Communication and Its Impact on Your Influence

Eric Rheam
Author and Speaker

6:00 PM – 8:00 PM

Reception and Cocktail Party
Carolina Hall 

Cocktail Party Hosted by:

 

 

Dining on your own

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room 

Hosted by:

8:00 AM - 9:30 AM

Charitable Tales from the Crypt

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

9:30 AM - 10:00 AM

Break and Exhibits
Carolina Hall

Hosted by:

10:00 AM - 11:00 AM

Real Estate Cycles

Glenn R. Mueller, Ph.D. Professor
University of Denver

Speaker Courtesy of:

11:00 AM - 12:00 PM

Tax Reporting Update and Considerations Impacting Wealth Management Clients

Patrick Alyward
Vice President / General Manager
CCH Trust US

12:00 PM - 1:30 PM

Lunch
Carolina Hall

Hosted by:

1:30 PM – 2:30 PM

Navigating the Complexities of Employment Law as a Fiduciary

Sharon Novak, JD, SPHR
Employment Counsel
TEAM Risk Management Strategies

2:30 PM - 3:30 PM

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

3:30 PM - 7:00 PM

Dining on your own 

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room

Hosted by:

8:00 AM - 9:30 AM

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

9:30 AM - 11:00 AM

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

11:00 AM

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?

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