8:15 AM - 9:15 AM : Keynote: The State of the Trust Profession
9:30 AM - 10:30 AM : Economic Update
10:45 AM - 11:45 AM : Regulator Panel
1:00 PM - 2:00 PM : Sanctions, Sanctions, Sanctions: Why Every Firm Must Do Something
1:00 PM - 2:00 PM : Operational Risks - A Deeper Dive
1:00 PM - 2:00 PM : Top 5 Artificial Intelligence Concepts
1:00 PM - 2:00 PM : The Culture Ethics Connection
2:15 PM - 3:15 PM : Emerging Risks
2:15 PM - 3:15 PM : Trust Legislative and Regulatory Update
2:15 PM - 3:15 PM : Client Notifications: The Flight Safety Cards of Our Industry
2:15 PM - 3:15 PM : The Culture Ethics Connection
3:30 PM - 4:30 PM : Emerging Risks
3:30 PM - 4:30 PM : RIA Risk and Compliance
3:30 PM - 4:30 PM : Audit Issue Management and Report Writing
3:30 PM - 4:30 PM : Second Line Testing
4:45 PM - 5:45 PM : Roundtable: Small & Regional Institutions Audit
4:45 PM - 5:45 PM : Roundtable: Large Institutions Audit
4:45 PM - 5:45 PM : Roundtable: Small & Regional Institutions Risk/Compliance/FLOD
4:45 PM - 5:45 PM : Roundtable: Large Institutions Risk/Compliance/FLOD
4:45 PM - 5:45 PM : Roundtable: Regulators
8:00 AM - 9:00 AM : Keynote: Industry Trends
9:15 AM - 10:15 AM : Fiduciary Executive Panel - Current Events and Trends in Personal Trust
10:30 AM - 11:30 AM : Fiduciary Litigation - Spotlighting Industry Trends
10:30 AM - 11:30 AM : ERISA Update
10:30 AM - 11:30 AM : Investing for Irrevocable Trust Assets: Key Considerations
10:30 AM - 11:30 AM : Beware: Dangers Lurking in the Retirement Plan Waters
11:45 AM - 12:45 PM : Fiduciary Litigation - Spotlighting Industry Trends
11:45 AM - 12:45 PM : First Line of Defense Basics
11:45 AM - 12:45 PM : Irrevocable Trust Administration: Avoiding Risk from Start to Finish
11:45 AM - 12:45 PM : Getting Thoughtful About Intellectual Property
2:30 PM - 3:30 PM : Focus Session I: Beyond the Basics - Risk Assessments
2:30 PM - 3:30 PM : Focus Session II: Data Analytics - Real and Practical Applications
2:30 PM - 3:30 PM : Focus Session III: Beyond the Basics - Reviews
8:00 AM - 9:00 AM : Keynote: The Future Regulation of Crypto
9:15 AM - 10:15 AM : Beyond the Basics - Compliance
9:15 AM - 10:15 AM : Beyond the Basics - Third Party Relationships
9:15 AM - 10:15 AM : Difficult / Hard-to-Find Beneficiaries
9:15 AM - 10:15 AM : Effective Fiduciary Governance - Process & Reporting
10:30 AM - 11:30 AM : Beyond the Basics - Trust Audits
10:30 AM - 11:30 AM : Unique Asset Managment - Challenges and Solutions
10:30 AM - 11:30 AM : Regulatory Reporting - Schedule RC-T
10:30 AM - 11:30 AM : Data Governance / Privacy
1:00 PM - 2:00 PM : Effective Auditing in a Virtual Environment
1:00 PM - 2:00 PM : Beyond the Basics - Conflicts of Interest
1:00 PM - 2:00 PM : Fiduciary Challenges in a Global / Offshore World
1:00 PM - 2:00 PM : My How Prudence Has Changed! The Prudent Investor Rule for the Contemporary Fiduciary
2:15 PM - 3:15 PM : Beyond the Basics - Investment Tools
2:15 PM - 3:15 PM : Do You Really Want to Do That?
2:15 PM - 3:15 PM : Are Prohibited Transactions for Real?
2:15 PM - 3:15 PM : My How Prudence Has Changed: The Prudent Investor Rule for the Contemporary Fiduciary
3:30 PM - 4:30 PM : Audit Hot Topics from Regulators
3:30 PM - 4:30 PM : Problematic Trust Language
3:30 PM - 4:30 PM : Investing for Trusts and the Complexities of Current and Remainder Beneficiaries
3:30 PM - 4:30 PM : An Inflection Point for the ESG Investing Industry
8:00 AM - 9:00 AM : Keynote: Cyber Security - Financial Open Source Intelligence
9:15 AM - 10:15 AM : Future Technology
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Small and Regional Institutions Audit
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Large Institutions Audit
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Small & Regional Institutions Risk/Compliance/FLOD
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Large Institutions Risk/Compliance/FLOD
10:30 AM - 11:30 AM : Conference Highlights and Key Takeaways: Regulators
Albrecht, Danielle : Conference Highlights and Key Takeaways: Small & Regional Institutions Risk/Compliance/FLOD
Albrecht, Danielle : Roundtable: Small & Regional Institutions Risk/Compliance/FLOD
Archibald, Neil : The Culture Ethics Connection
Archibald, Neil : The Culture Ethics Connection
Austin, Deborah : Second Line Testing
Bailey, Gabrielle : Fiduciary Executive Panel - Current Events and Trends in Personal Trust
Bailey, Holly : Fiduciary Executive Panel - Current Events and Trends in Personal Trust
Bankston, Matt : Beyond the Basics - Investment Tools
Bazarow, Jamie : Regulator Panel
Belcher, Thomas : Regulator Panel
Bohlen, Neil : Beyond the Basics - Trust Audits
Bridgeman, W. Michael : Conference Highlights and Key Takeaways: Small & Regional Institutions Risk/Compliance/FLOD
Bridgeman, W. Michael : Roundtable: Small & Regional Institutions Risk/Compliance/FLOD
Cantrell, Stephen : Focus Session I: Beyond the Basics - Risk Assessments
Davis, Daniel : Keynote: The Future Regulation of Crypto
De Vries, Jennifer : Unique Asset Managment - Challenges and Solutions
Diamond, Dave : Fiduciary Challenges in a Global / Offshore World
Dindoffer, Joan : Focus Session I: Beyond the Basics - Risk Assessments
Egbuonu, Chizoba : Regulator Panel
Eller, Jennifer : ERISA Update
Felix, Sarah Beth : Sanctions, Sanctions, Sanctions: Why Every Firm Must Do Something
Fornes, Christine : RIA Risk and Compliance
Giuffre, Sharon : Investing for Trusts and the Complexities of Current and Remainder Beneficiaries
Goldberg, Bruce : Conference Highlights and Key Takeaways: Large Institutions Audit
Goldberg, Bruce : Roundtable: Large Institutions Audit
Gray, Mark : Conference Highlights and Key Takeaways: Large Institutions Risk/Compliance/FLOD
Gray, Mark : Roundtable: Large Institutions Risk/Compliance/FLOD
Hays, Mark : An Inflection Point for the ESG Investing Industry
Hetherington, Cynthia : Data Governance / Privacy
Hetherington, Cynthia : Keynote: Cyber Security - Financial Open Source Intelligence
Holtzclaw, Chris : Fiduciary Litigation - Spotlighting Industry Trends
Holtzclaw, Chris : Fiduciary Litigation - Spotlighting Industry Trends
Jalics, Thomas : Economic Update
Jonke, David : Regulator Panel
Keehan, Timothy : Trust Legislative and Regulatory Update
Kelly, Scott : Conference Highlights and Key Takeaways: Regulators
Kelly, Scott : Roundtable: Regulators
Kropschot, Jeffrey : Beyond the Basics - Third Party Relationships
Levitan, Shari : Getting Thoughtful About Intellectual Property
Lincoln, David : Keynote: Industry Trends
Lyons, Gregory : Beyond the Basics - Conflicts of Interest
Massa, James : Top 5 Artificial Intelligence Concepts
McCabe, Natalie : Focus Session I: Beyond the Basics - Risk Assessments
McCabe, Natalie : Conference Highlights and Key Takeaways: Small and Regional Institutions Audit
McCabe, Natalie : Roundtable: Small & Regional Institutions Audit
Milich, Mike : Difficult / Hard-to-Find Beneficiaries
Moore, Jr., Donald : Do You Really Want to Do That?
Morrison, Denise : Conference Highlights and Key Takeaways: Large Institutions Risk/Compliance/FLOD
Morrison, Denise : Roundtable: Large Institutions Risk/Compliance/FLOD
Palma, Tony : Conference Highlights and Key Takeaways: Large Institutions Audit
Palma, Tony : Audit Issue Management and Report Writing
Palma, Tony : Roundtable: Large Institutions Audit
Panico-Marino, Rosemarie : Are Prohibited Transactions for Real?
Parthemer, Mark : Keynote: The State of the Trust Profession
Pattegar, Satish : Regulatory Reporting - Schedule RC-T
Pruitt, Jenna : Focus Session II: Data Analytics - Real and Practical Applications
Rankin, Deanna : Conference Highlights and Key Takeaways: Small and Regional Institutions Audit
Rankin, Deanna : Roundtable: Small & Regional Institutions Audit
Reilly, Mary Ellen : Effective Fiduciary Governance - Process & Reporting
Renaud, Patrick : Fiduciary Executive Panel - Current Events and Trends in Personal Trust
Reneo, Rosanne : Operational Risks - A Deeper Dive
Rhodes, Amy : Focus Session III: Beyond the Basics - Reviews
Rinko, Machelle : Focus Session II: Data Analytics - Real and Practical Applications
Sabino, Mark : Future Technology
Severyn, Carol : Focus Session I: Beyond the Basics - Risk Assessments
Shankle, Chris : Beware: Dangers Lurking in the Retirement Plan Waters
Shier, Suzanne : My How Prudence Has Changed! The Prudent Investor Rule for the Contemporary Fiduciary
Shier, Suzanne : My How Prudence Has Changed: The Prudent Investor Rule for the Contemporary Fiduciary
Snyder, Susan : Problematic Trust Language
Tanner, Andrew : Getting Thoughtful About Intellectual Property
Tesarik, Lisa : Investing for Irrevocable Trust Assets: Key Considerations
Thomson, Edward : Audit Hot Topics from Regulators
Valker, Louis : Emerging Risks
Valker, Louis : Emerging Risks
Van Eeuwen, Kathryn : Irrevocable Trust Administration: Avoiding Risk from Start to Finish
Vasquez, Diana : First Line of Defense Basics
Villwock, David : Fiduciary Executive Panel - Current Events and Trends in Personal Trust
Villwock, David : Beyond the Basics - Compliance
Waltz, Deidre : Client Notifications: The Flight Safety Cards of Our Industry
White, Josh : Effective Auditing in a Virtual Environment
Williams, David : Fiduciary Executive Panel - Current Events and Trends in Personal Trust