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 | Trust Senior Manager
Specialty Trust Administration
Trust Client & Advisor Services
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
First Citizens Bank
Rebecca W. Brock – Member, TEF Board
Fiduciary Executive, Private Wealth Management/Senior Vice President
Truist Bank
Dr. J. Bradley Creed
President
Campbell University
Break and Exhibits
Cardinal Room
Management Panel
Ryan A. Newkirk – Moderator
Partner
Granville Capital Inc.
Panelists:
Andrew “Andy” Reinhart
Chief Fiduciary Officer / Head of Trust Services
Wells Fargo Bank
Chris Staples
Chief Operating Officer
Baird Trust
Melissa Holding
Executive Vice President / Director of Wealth Management
Huntington National 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
Member
Eckert Seamans Cherin & Mellott, LLC
Reception & Cocktail Party
Cardinal Room
Breakfast Buffet
Carolina Dining Room
Corporate Transparency Act Update
Bruce Hendryx
Senior Vice President, Director of Business Strategies
PNC Bank
Medicare Planning for High-Income Clients
John Goldsbury
Volunteer
SHIIP of North Carolina
Break and Exhibits
Cardinal Room
A Digital Experience for Advisors
Scott Lamont
Wealth Technology Strategist
F2 Strategy
Lunch
Carolina Hall (Downstairs)
Demystifying Direct Indexing
Bruce Simpson
Senior Portfolio Manager
Mainstreet Advisors
Alex Urbani
President / Head of Revenue
MainStreet Advisors
A Discussion on Non-Judicial Settlement Agreements
Scott Rahn
Founding Partner
RMO LLP
Luke A. Lantta
Partner and Co-Leader, Fiduciary Disputes Team
Bryan Cave Leighton Paisner LLP
Dining on your own
Breakfast Buffet
Carolina Dining Room
Understanding Non-Custody Accounts: Challenges and Opportunities
Randall “Randy” Bond
Chief Fiduciary Officer
Arden Trust Company
Maria Sturges
Executive Vice President and Chief Operating Officer
Arden Trust Company
Fiduciary Compliance Panel – Unique Assets
Patrick Alyward – Moderator
Executive Director
Trust Education Foundation
Founder and CEO
TRUSTworthy Consultants, LLC
Panelists:
Robert Dray
Director Trust Special Assets
First Citizens Bank
Gretchen Goode
Head of Wealth and Trust
SS&C Technologies
Chris Procise
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?