Forum Registration
Opening Session Reception and Cocktail Party
Cardinal Room
Jason Niell
Chairman
Trust Education Foundation, Inc.
Manager National Trust Administration / Senior Vice President
City National Bank
Laurence Chambers
President
Trust Education Foundation, Inc.
Executive Director | Senior Lead Business Execution Consultant
Wells Fargo Wealth and Investment Management
Breakfast Buffet
Carolina Dining Room
Hot Topics in Estate Planning
Elie J. Foy
Partner
Wyrick Robbins
Christopher N. Hewitt
Partner
Womble Bond Dickinson (US) LLP
The Foundation, Campbell University and Student Introductions
Ryan A. Newark – Member, TEF Board
Partner
Granville Capital Inc.
Phillip Strickland – Member, TEF Board
Executive Director of Trust & Fiduciary Services/
Senior Vice President
First Citizens Bank
Rebecca W. Brock – Member, TEF Board
Fiduciary Executive, Private Wealth Management/Senior Vice President
Truist Bank
Dr. William M. Downs
President
Campbell University
Break and Exhibits
Cardinal Room
Management Panel
Ryan A. Newkirk – Moderator
Partner
Granville Capital Inc.
Panelists:
Liesl Kistow
Head of Wealth Management Trust Administration Services / Senior Vice President
US Bank
Melissa Holding
Executive Vice President / Director of Wealth Management
Huntington National Bank
Gregg Homan
Head of Strategic Partnership – Private Client Services
JTC USA
Lunch
Carolina Hall (Downstairs)
Regulatory and Fiduciary Case Law Update
Nora Gieg Chatha
Member
Eckert Seamans Cherin & Mellott, LLC
Break and Exhibits
Cardinal Room
Economic and Market Outlook
Karen Manna
Investment Director / Portfolio Manager / Vice President
Federated Hermes
Reception & Cocktail Party
Cardinal Room
Breakfast Buffet
Carolina Dining Room
Working with Beneficiaries with Mental Health Disorders
Amanda Koplin
Founder / CEO
Koplin Consulting
Federal Legislative and Regulatory Updates
Dale Baker
Vice President, Trust Policy
American Bankers Association
Break and Exhibits
Cardinal Room
Generation-Skipping Transfer Tax Essentials for Fiduciaries
Michael F. Macero
Director, Washington National Tax
KPMG
Lunch
Carolina Hall (Downstairs)
AI’s Evolution and Future in Wealth
Zach Womack
SEI Chief Technology Officer
SEI Private Banking and Wealth Management
Allie Carey
Chief Strategy Officer
SEI Private Banking and Wealth Management
Managing Investment Real Estate as a Fiduciary
Scott Bennett
Head of Specialty Asset Management / Managing Director
Wells Fargo Bank
Dining on your own
Breakfast Buffet
Carolina Dining Room
Shiny Objects, Trojan Horses, Pandora’s Box: Is your Financial Institution Obsessing instead of Progressing your Cyber Defenses
Steven Wujek
Network Architect & Security Engineer
Cybersecurity Speaker and Consultant and Expert Legal Witness
TCDI
Fiduciary Compliance Panel – Regulatory Exams
Patrick Alyward – Moderator
Executive Director
Trust Education Foundation
Founder and CEO
TRUSTworthy Consultants, LLC
Panelists:
Gabrielle Bailey
Managing Director / Chief Fiduciary Officer
Glenmede
Michael Bridgeman
Chief Compliance & Risk Officer
Trust Company of the South
Will Lucius
Chief Trust Officer
Raymond James Trust, N.A.
Wrap Up
Patrick Alyward
Executive Director
Trust Education Foundation, Inc.
Founder and CEO
TRUSTworthy Consultants, 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?