| Year | Speaker | Session |
|---|
| Apply Filter: | | |
|---|
| 2022 | Rivanshokooh, Roza | SEC Marketing - Performance Issues |
| 2014 | Ristuccia, Henry | Executive Panel – Effective ERM / Fiduciary Risk Management Program |
| 2018 | Rinko, CPA, CIA, CFIRS, Machelle | Compliance Programs for Community Banks |
| 2021 | Rinko, CPA, CIA, CFIRS, Machelle | Concurrent Sessions - Third Party Service Provider Management for Trust Departments |
| 2022 | Rinko, CPA, CIA, CFIRS, Machelle | Using Data Analytics in Trust Audits |
| 2023 | Rinko, Machelle | Focus Session II: Data Analytics - Real and Practical Applications |
| 2023 | Rhodes, Amy | Focus Session III: Beyond the Basics - Reviews |
| 2022 | Rhodes, Amy | Administrative Account Reviews - What is the Right Frequency? |
| 2018 | Rheam, Eric | Keynote: Lead Without Speaking - The Importance of Non-verbal Communication |
| 2019 | Rhatigan, Robert | Breakout Sessions - AML |
| 2023 | Reneo, Rosanne | Operational Risks - A Deeper Dive |
| 2019 | Renaud, CPA/MBA, Patrick G. | Breakout Sessions - Leading Internal Audit Practices |
| 2023 | Renaud, Patrick | Fiduciary Executive Panel - Current Events and Trends in Personal Trust |
| 2023 | Reilly, Mary Ellen | Effective Fiduciary Governance - Process & Reporting |
| 2022 | Rao, Shreyas | Agile Auditing and Risk Compliance |
| 2022 | Rankin, CFIRS, Deanna | Roundtable: Small & Regional Banks Audit |
| 2023 | Rankin, Deanna | Roundtable: Small & Regional Institutions Audit |
| 2022 | Rankin, Deanna | Conference Highlights and Key Takeaways: Small and Regional Banks Audit |
| 2023 | Rankin, Deanna | Conference Highlights and Key Takeaways: Small and Regional Institutions Audit |
| 2019 | Ramer, Daniel E. | Pre-Conference Workshop I -Administering Trusts and Developing Fiduciary Solutions in the Modern Age: Are We Creeping Out of the Cave? |
| 2021 | Ramer, Daniel E. | Concurrent Sessions - Profound and Problematic: The Opportunities and Challenges Presented by Irrevocable Trust Distributions |
| 2023 | Pruitt, Jenna | Focus Session II: Data Analytics - Real and Practical Applications |
| 2021 | Pray, Anna | Concurrent Sessions - Optimizing the 2nd Line of Defense |
| 2019 | Porter, Jennifer | Breakout Sessions - SEC Influence to Trusts |
| 2021 | Pope, Keyonn L | Concurrent Sessions - Managing Digital and Intangible Assets |
| 2022 | Poole Jr., CPA, CFP®, John H | New IRA Rules: Is Your Firm Ready? |
| 2013 | Pond, Roger | Pre-Conference Workshop II: Finding the Risks in Trust Administrative Reviews |
| 2015 | Pinkerton, Brian | Approaching Risk Management from Square One for Wealth Management |
| 2019 | Picov, Josh | Keynote Session - Reputational Risk Management in Financial Services |
| 2021 | Phillips, Mendy | Concurrent Sessions - Current Trends and Topics in SOC Reports |
| 2014 | Petro, Joseph | Keynote Session-The Dirty End of a Cyberattack |
| 2015 | Perryman, Ray | Global and Domestic Economic Conditions and Their Affect on Wealth Management |
| 2015 | Perlmutter, Mark | CrowdFunding |
| 2019 | Pellicori, Louis | Keynote Session - Thinking Anew for All Things Digital |
| 2019 | Pelcak, CTA, CFSA, CFE, Gary E. | Breakout Sessions - Strategies for Small Audit Departments |
| 2019 | Pelcak, CTA, CFSA, CFE, Gary E. | Roundtable Sessions - Audit |
| 2019 | Pelcak, CTA, CFSA, CFE, Gary E. | Roundtable Sessions- Conference Highlights & Key Takeaways: Audit |
| 2015 | Pelcak, Gary | Roundtable-Small to Midsize Institutions |
| 2015 | Pelcak, Gary | Conference Highlights and Key Takeaways: Small to Midsize Institutions |
| 2018 | Pelcak, Gary | Roundtable: Audit |
| 2018 | Pelcak, Gary | Conference Highlights and Key Takeaways: Audit |
| 2013 | Pelcak, Gary | Roundtable - Auditing |
| 2014 | Pelcak, Gary | Conference Highlights & Key Takeaways / Community Bank |
| 2014 | Pelcak, Gary | Conference Highlights & Key Takeaways / Large Bank |
| 2014 | Pelcak, Gary | Roundtable-Community Banks |
| 2022 | Pelcack, CTA, CFSA, CFE, CFSSP, Gary E. | Auditing Basics |
| 2021 | Pei-Rodriguez, Hanny | Concurrent Sessions - Special Needs Trusts |
| 2021 | Pei-Rodriguez, Hanny | Concurrent Sessions - The Case of the Curious Collector |
| 2013 | Pattegar, Satish | In-Conference Seminar: Fiduciary Governance |
| 2013 | Pattegar, Satish | Section 17 Affiliate Transactions |
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