| Year | Speaker | Session |
|---|
| Apply Filter: | | |
|---|
| 2022 | Temple, AIFA, GFS, John D. | Roundtable: Small & Regional Banks Risk/Compliance/FLOD |
| 2022 | Temple, AIFA, GFS, John D. | Conference Highlights and Key Takeaways: Small & Regional Banks Risk/Compliance/FLOD |
| 2023 | Tanner, Andrew | Getting Thoughtful About Intellectual Property |
| 2021 | Tanner, Andrew | Concurrent Sessions - It’s a Rough World Out There, Balancing Risk/Reward in Specialty Asset Management - aka Unique and Hard-to-Value Assets |
| 2018 | Susini, Jason P. | Shining a Light on New Business: What Lurks in the Shadows? |
| 2015 | Stoeckert, Brian | AML in the Digital/CryptoCurrency Environment |
| 2018 | Stoeckert, Brian | FinTech: Innovating Digital Financial Services |
| 2019 | Speidel, Barbara | General Session - Governance Structure |
| 2021 | Speidel, Barbara | Concurrent Sessions - Auditing Against Reg 9 Standards |
| 2013 | Sparano, Mark | Panel - Satisfactory to Strong |
| 2019 | Sparano, Mark | Breakout Sessions - The Three Lines of Defense in the Boardroom |
| 2023 | Snyder, Susan | Problematic Trust Language |
| 2019 | Smith, Marilyn | Focus Session I - Fiduciary – Not Just Reg 9 |
| 2019 | Smith, Marilyn | Breakout Sessions - Assessing Fiduciary Complaints |
| 2013 | Smith, Marilyn | In-Conference Seminar: Fiduciary Governance |
| 2014 | Smith, Marilyn | Working Through Risk Appetite |
| 2015 | Smith, Marilyn | ARC - Audit, Risk, Compliance -- Making It Work in Your Organization |
| 2015 | Smith, Marilyn | Optimizing Risk Management |
| 2015 | Smith, Marilyn | Optimizing Risk Management (REPEAT) |
| 2019 | Smith, Daniel | Breakout Sessions - Generation Skipping Tax |
| 2018 | Sirgo, Linda | Workshop II: Core Tenets for Effective Operational Fiduciary Risk Management Programs |
| 2023 | Shier, Suzanne | My How Prudence Has Changed! The Prudent Investor Rule for the Contemporary Fiduciary |
| 2023 | Shier, Suzanne | My How Prudence Has Changed: The Prudent Investor Rule for the Contemporary Fiduciary |
| 2018 | Shepherd, John L. | Digital Assets: Risk Mitigation |
| 2014 | Shepard, Michael | Anti Money-Laundering |
| 2014 | Shepard, Michael | FATCA: The Time Has Finally Arrived to Implement |
| 2014 | Shaw, Haydn | Keynote Session - Sticking Points: How to Get the Four Generations Working Together in the 12 Places They Come Apart |
| 2023 | Shankle, Chris | Beware: Dangers Lurking in the Retirement Plan Waters |
| 2023 | Severyn, Carol | Focus Session I: Beyond the Basics - Risk Assessments |
| 2022 | Severyn, Carol | Focus Session I: Risk Assessment |
| 2019 | Schor, Mike | Breakout Sessions - Work Force of the Future |
| 2019 | Sawyer, David | Pre-Conference Workshop I -Administering Trusts and Developing Fiduciary Solutions in the Modern Age: Are We Creeping Out of the Cave? |
| 2013 | Sargent, Sally Larson | Trends in Trusts: Directed Trusts & Decanting |
| 2014 | Sargent, Sally Larson | Special Needs Trusts (SNTs) for the Disabled |
| 2013 | Salzberg, Barry | Keynote Session - Leading from a Fiduciary Perspective |
| 2021 | Sainani, Tushar | Concurrent Sessions - Current Trends and Topics in SOC Reports |
| 2013 | Sadler, Dick | Risk Management of Oil & Gas Interests |
| 2013 | Sackley, Janice | Letters and Titles and Tags |
| 2023 | Sabino, Mark | Future Technology |
| 2019 | Sabino, Marc | General Session - Future of Fiduciary Risk: Robotics, AI, Machine Learning |
| 2018 | Ryan, Alexander | ERISA Update - Considerations for Providers and their Clients |
| 2014 | Ruch, Trey | Trade Operations/Trade Errors/Trade Limits/Soft Dollars |
| 2013 | Romano, Carla | Securities Regulator Panel |
| 2022 | Rodriguez, Ashley | Dealing with Investment Errors |
| 2014 | Roche, Jerome | Advanced Session / Operations |
| 2019 | Roberts, Jason C. | Breakout Sessions - ERISA Update: Tips & Traps for Fiduciaries |
| 2022 | Roberts, Jason C. | DOL Fiduciary Rule |
| 2019 | Roberts, Jason C. | Breakout Sessions - ERISA Update: Tips & Traps for Fiduciaries |
| 2021 | Roberts, Jason C. | Concurrent Sessions - Preparing to Comply with DOL’s Investment Advice Exemption: Tips and Traps |
| 2019 | Robert K. , Thompson, CFP, CRSP, AIF | Breakout Sessions - Institutional Account Risk |
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