| Time |
Session |
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| Wednesday, Oct. 27 |
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| 3 p.m. |
Pre-Conference - Cocoa Suite 1
Elder Law 101: What Bankers Need to Know About Elder Law
[CISP, CRSP, CTFA - 1.25; CLE - 1]
Robert Clofine, Esq, The Elder Law Firm of Robert Clofine
*Pre-registration is required for this session.
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| 5 - 6 p.m. |
Registration - Exhibit Registration Desk |
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Exhibit Hall Opens - Great Hall: Red Room |
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Opening Reception - Great Hall: Red Room |
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| Thursday, Oct. 28 |
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| 7:30 a.m. |
Registration - Exhibit Registration Desk
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Continental Breakfast - Great Hall: Red Room |
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| 8 a.m. |
Welcome - Trinadad Room
Deborah Robertson, 2021 Conference Chair, SVP, Trust Manager and Chief Fiduciary Officer, S&T Bank |
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| 8:30 a.m. |
General Session - Trinadad Room
Legislative and Regulatory Update
[CTFA - 1.25; CLE - 1]
Michael Paese, Global Co-Head of the Office of Government Affairs, Goldman Sachs |
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| 9:30 a.m. |
General Session - Trinadad Room
Estate Planning in Uncertain Times
[CTFA - 1.25; CLE - 1]
Scott Alan Mitchell, Esquire, Shareholder, Saxton & Stump
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| 10:45 a.m. |
Visit Exhibit Hall & Refreshment Break - Great Hall: Red Room
Sponsored by: Stewart Capital Advisors |
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| 11:10 a.m. |
Concurrent Sessions - Select One:
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| Session I |
Special Needs Planning: SNTs and ABLE Accounts in 2021 - Trinidad Room
[CTFA - 1.25; CLE - 1]
Dennis McAndrews, Founder & Managing Partner, McAndrews Law
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| Session II |
What Did the Pandemic Teach Us About Managing Unique Assets in Fiduciary Accounts? - Magnolia A-B
[CISP, CRSP, CFTA - 1.25]
Patrick Alyward, President, RIC |
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| Session III |
2021 Tax Changes on the Horizon and Their Impact on Your Financial Institution - Magnolia C-D
[CISP, CRSP, CTFA - 1.25]
Ricky McLaughlin, Senior Manager, Wolf & Company P.C.
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| 12:15 p.m. |
Luncheon - Aztec Room
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| 1:30 p.m. |
Concurrent Sessions - Select One:
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| Session I |
Bringing Clarity to the ESG Clutter: Helping to Make More Informed ESG Decisions for Clients - Trinidad Room
[CRSP, CTFA - 1.25]
Natalie Marvi-Romeo, Senior Portfolio Manager, Vanguard |
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| Session II |
Digital Assets - Magnolia A-B
[CTFA - 1.25; CLE - 1]
Nora Gieg Chatha, Esquire, Partner, Tucker Arensberg, P.C. |
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| Session III |
Prospecting the Next Wave of Wealth - Magnolia C-D
[CTFA - 1.25]
Jean Dunn, CFP, Vice President, Client Loyalty Insights Leader, T. Rowe Price |
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| 2:30 p.m. |
Visit Exhibit Hall & Dessert/Ice Cream Novelty Break - Great Hall: Red Room
Sponsored by: Broadridge |
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| 3 p.m. |
General Session - Trinadad Room
Feeling "Insecure" About the "Secure" Act and IRA Beneficiary Payouts? You are not Alone!
[CISP, CRSP, CTFA - 1.25; CLE - 1]
Patrice Konarik, President, Sunwest Training Corp. |
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| 4:15 p.m. |
Reception & Entertainment - Aztec Room
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| Friday, Oct. 29 |
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| 7:30 a.m. |
Registration - Exhibit Registration Desk |
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Continental Breakfast - Great Hall: Red Room
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| 8 a.m. |
Welcome - Aztec Room
Deborah Robertson, 2021 Conference Chair, SVP, Trust Manager and Chief Fiduciary Officer, S&T Bank |
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| 8:15 a.m. |
General Session - Aztec Room
Economic & Market Outlook: It All Depends on Your Time Horizon
[CISP, CRSP, CTFA - 1.25]
Linda Duessel, CFA, CPA, CFP, Senior Vice President, Federated Hermes |
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| 9:20 a.m. |
Concurrent Sessions - Select One: |
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| Session I |
Relative Stability - Protecting Portfolio Value in a Rising Rate Environment - Aztec Room
[CISP, CRSP, CTFA - 1.25]
Malcolm E. Polley, President & Chief Investment Officer, Stewart Capital |
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| Session II |
Managing a Retirement Plan in 2021: 8 Common Mistakes (and How to Avoid Them) - Magnolia A-B
[CTFA - 1.25; CLE - 1]
Tara Mashack-Behney,CFP, ChFC, Partner & President of Investment Advisory Services, Conrad Siegel
Scott Gehman, ERPA, CEBS, Retirement Plan Consultant, Conrad Siegel |
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| 10:30 a.m. |
Visit Exhibit Hall & Refreshment Break - Great Hall: Red Room
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| 11 a.m. |
Exhibitor Prizes - Aztec Room |
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| 11:15 a.m. |
General Session - Aztec Room
Adapting to the New Normal - Sales and Service
[CTFA - 1.25]
Michael Dixon, Director of Organizational Development, Pohl Consulting |
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| 12:30 p.m. |
Closing Remarks/Adjournment - Aztec Room
Chocolate Giveaway
Deborah Robertson, 2021 Conference Chair, SVP, Trust Manager and Chief Fiduciary Officer, S&T Bank
Sponsored by: Proxytrust |
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