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

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