Wealth Management and Trust Conference & Exhibition

Attendees will hear updates on trends and issues, learn from seasoned professionals and industry experts, and explore exhibitor resources.

This conference is approved for 8 CPE (7 specialized knowledge & application and 1 tax), 9.5 CTFA, 8 CRCM, 5.5 CERP, 5.25 CCTS, 3 CRSP and 2.75 CSOP credits.

    Time Session
         
    Sunday, Oct. 5
    		 
    5 - 6 p.m. Registration - Garden Terrace Foyer  
      Exhibit Hall Opens - Garden Terrace East  
      Opening Reception - Garden Terrace East  
         
    Monday, Oct. 6  
    7:30 a.m.  Registration - Garden Terrace Foyer
    		  
      Continental Breakfast - Garden Terrace East
    		  
         
    8 a.m. Welcome - Garden Terrace West
    		  
         
    8:30 a.m. General Session - Garden Terrace West
    Manna’s Musings: At Any Rate…a Macroeconomic Overview & Market Outlook
    Karen Manna, Federated Hermes
    		  
         
    9:40 a.m. General Session - Garden Terrace West
    Regulatory Panel
    Moderator: Louise Rynd, General Counsel, PA Bankers Association
    Panelists:
    Carter Frantz, Director, PA Department of Banking and Securities
    William Wisser, Vice President - Supervision, Regulation & Credit, Federal Reserve Bank of Philadelphia
    Todd Abrams, Asset Management Lead Expert, Office of the Comptroller of Currency
    		  
         
    10:45 a.m. Visit Exhibit Hall & Refreshment Break - Garden Terrace East  
         
    11:10 a.m. General Session - Garden Terrace West
    Auditing of Trust Companies and Bank Trust Companies
    Josh Will, CFIRS, Cherry Bekaert
    		  
         
    12:15 p.m. Luncheon - The Circular
    		  
         
    1:15 p.m. Concurrent Sessions - Select One:
    		  
         
    Session I Directed Trustee Laws Rules - Starlight East
    Patti S. Spencer, Esquire, Spencer Law    		  
         
    Session II Special Needs Trust - Garden Terrace West
    Dennis McAndrews, McAndrews, Mehalick, Connolly, Hulse and Ryan
    		  
         
    2:20 p.m. Visit Exhibit Hall & Refreshment Break - Garden Terrace East
    		  
         
    2:40 p.m. General Session - Garden Terrace West
    Regulatory Update
    Nora Gieg Chatha, Esquire, Eckert Seamans Cherin & Mellott, LLC
    		  
         
    3:45 p.m. Closing Remarks - Garden Terrace West  
         
    3:45 - 4:45 p.m. Reception & Entertainment - Fountain Lobby
    		  
         
    Tuesday, Oct. 7    
    7:30 a.m. Registration - Garden Terrace East  
      Continental Breakfast - Garden Terrace East
    		  
         
    8 a.m. Welcome - Garden Terrace West
    		  
         
    8:15 a.m. General Session - Garden Terrace West
    Tax and Tax Law Update
    Nora Gieg Chatha, Esquire, Eckert Seamans Cherin & Mellott, LLC    		  
         
    9:15 a.m. General Session - Garden Terrace West
    Elder Law Happenings
    Vickie Ann Trimmer, CPA, Daley Zucker LLC    		  
         
    10:30 a.m. Visit Exhibit Hall & Refreshment Break - Garden Terrace East
    		  
         
    11 a.m. Exhibitor Prizes - Garden Terrace West  
         
    11:15 a.m. General Session - Garden Terrace West
    Level the Playing Field: How AI Can Help Community Banks Compete — and Win  — Against RIAs in Wealth Management
    Joe McMann, Artificial Intelligence Risk, Inc.
    		  
         
    12:30 p.m. Closing Remarks/Adjournment - Garden Terrace West

    		  

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Date:
Oct. 5-7, 2025
The Hotel Hershey
Hershey, Pa.

Cost:
Member: $500
Affiliate Member: $675
Non-Member: $750
Exhibitor: $1,000




    

 

Contact:
Jackie Catalano
Vice President, Professional Development
(717) 255-6939
 jcatalano@pabankers.com