Breakfast Buffet
Carolina Dining Room

Hot Topics in Estate Planning

Elie J. Foy
Of Counsel
Wyrick Robbins

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

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

Break and Exhibits 
Cardinal Room

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

Lunch
Carolina Hall (Downstairs)

Economic and Market Outlook

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

Break and Exhibits 
Cardinal Room

Regulatory and Fiduciary Case Law Update

Nora Gieg Chatha
Shareholder
Tucker Arensberg, PC

Reception & Cocktail Party 
Cardinal Room

Breakfast Buffet
Carolina Dining Room

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

State Income Taxation of Trusts: Challenges and Opportunities

Andrea C. Chomakos
Partner
McGuireWoods LLC

Break and Exhibits 
Cardinal Room

Directed Trusts and the Tools for Trust Decanting

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

Lunch
Carolina Hall (Downstairs)

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

The Basics of Digital Asset Planning

Jennifer L. Zegel
Partner
Kleinbard LLC

Dining on your own 

Breakfast Buffet
Carolina Dining Room

What if Chuck Norris Taught Cybersecurity?

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

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

Wrap Up

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