| Year | Speaker | Session |
|---|
| Apply Filter: | | |
|---|
| 2023 | McCabe, Natalie | Conference Highlights and Key Takeaways: Small and Regional Institutions Audit |
| 2023 | McCabe, Natalie | Roundtable: Small & Regional Institutions Audit |
| 2022 | Maxwell, Robert W. | The Three “R’s” of Estate Settlement: Responsibilities, Risks and Rewards |
| 2023 | Massa, James | Top 5 Artificial Intelligence Concepts |
| 2022 | Martin, Tod | Keynote: Unstuck: How to Adapt At or above the Pace of Change |
| 2019 | Marion, James M. | Keynote Session - Top Five Fiduciary Risks |
| 2014 | Marion, James | Directed Trusts |
| 2015 | Marion, James | Fiduciary and Trust Governance-Are You Informing the Right People in the Right Positions About Fiduciary Risk? |
| 2018 | Marion, James | Conficts of Interest – The Fiduciary’s Bane |
| 2013 | Manfredonia, Linda | Senior Executive Panel - Are You Ready for the Next Threat? |
| 2018 | Maloy, Todd | Delegation of Fiduciary Investment Responsibilities |
| 2014 | Maloney, Eugene F. | Keynote Address - Litigation RiskTrends in Wealth Management and Retirement |
| 2022 | Madsen, Scott | Emerging Risks/FinTech - Technology Disruptors |
| 2019 | Madsen, Geoffrey A. | Breakout Sessions - Uniform Directed Trusts |
| 2021 | MacKenzie, Tom | Concurrent Sessions - Cyber Security / Incidence Response Training |
| 2022 | Lyons, Gregory J. | Do's and Don't's of Disclosures |
| 2022 | Lyons, Gregory J. | Do's and Don't's of Disclosures (REPEAT) |
| 2023 | Lyons, Gregory | Beyond the Basics - Conflicts of Interest |
| 2013 | Lyons, Gregory | New Products and Business Initiatives |
| 2019 | Lowney, Mary Ann | Breakout Sessions - Conficts: Reg W is Only the Beginning... |
| 2022 | Lowney, Mary Ann | The Power of the Basics - Account Reviews |
| 2013 | Lormel, Dennis | To Identify a Fraud, Learn to Think Like a Fraudster |
| 2023 | Lincoln, David | Keynote: Industry Trends |
| 2021 | Lincoln, David | General Session - Growth at Risk |
| 2023 | Levitan, Shari | Getting Thoughtful About Intellectual Property |
| 2019 | Levine, Joshua | Focus Session II - Complex Investment Strategies and Exchange Traded Products |
| 2018 | Levine, David | DOL Rule – Critical Highlights and Status |
| 2014 | Lettau, Denise | Elder Abuse Neglect and Exploitation |
| 2015 | Lee, Duane | Three Lines of Defense for Trust Account Reviews |
| 2015 | Lee, Duane | Three Lines of Defense for Trust Account Reviews (REPEAT) |
| 2013 | Lee, Duane | Pre-Conference Workshop I: Managing Regulatory Reporting - State by State |
| 2021 | Lebovitz, David | General Session - JP Morgan Guide to the Markets |
| 2018 | Lavigne, Robert P | Enterprise-Wide Vendor Management |
| 2021 | Lassila, Donn Alan | Concurrent Sessions - Fiduciary Operations Best Practices: Strategies for Those with Limited Resources |
| 2015 | LaPierre, Mary | Medallion Stamp, Notary and Guarantee Signature Risks |
| 2013 | Kropschot, Jeffrey S. | Roundtable - Regulators |
| 2014 | Kropschot, Jeffrey S. | Regulator Panel |
| 2014 | Kropschot, Jeffrey S. | Customer Complaints |
| 2014 | Kropschot, Jeffrey S. | Conference Highlights & Key Takeaways / Regulator |
| 2014 | Kropschot, Jeffrey S. | Roundtable-Regulators |
| 2014 | Kropschot, Jeffrey S. | In-Conference Seminar: Preparing for & Managing a Regulatory Exam |
| 2015 | Kropschot, Jeffrey S. | Building a Wealth Management Risk Assessment Model |
| 2015 | Kropschot, Jeffrey S. | Roundtable-Regulators |
| 2015 | Kropschot, Jeffrey S. | Conference Highlights and Key Takeaways: Regulators |
| 2018 | Kropschot, Jeffrey S. | Enterprise-Wide Vendor Management |
| 2021 | Kropschot, Jeffrey S. | Concurrent Sessions - Preparing for Your Next Regulatory Exam |
| 2022 | Kropschot, Jeffrey S. | Managing and Monitoring Third Party Risks Takes First Priority |
| 2023 | Kropschot, Jeffrey | Beyond the Basics - Third Party Relationships |
| 2018 | Korzenik, Jeff | The U.S. and Global Economy: Late-Cycle Challenges and Opportunities |
| 2022 | Korzenik, Jeff | Keynote: Economic Update |
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