Year | Speaker | Session |
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2023 | Holtzclaw, Chris | Fiduciary Litigation - Spotlighting Industry Trends |
2019 | Hindel , Joanne | Breakout Sessions - Power of Attorney Risks |
2021 | Hindel , Joanne | Concurrent Sessions - Profound and Problematic: The Opportunities and Challenges Presented by Irrevocable Trust Distributions |
2022 | Hindel , Joanne | Ambiguous Trust Language |
2022 | Hindel , Joanne | Lending in Trusts |
2023 | Hetherington, Cynthia | Data Governance / Privacy |
2023 | Hetherington, Cynthia | Keynote: Cyber Security - Financial Open Source Intelligence |
2013 | Hetherington, Cynthia | Personal Information Security |
2014 | Hetherington, Cynthia | Identity Theft Investigations |
2018 | Hetherington, Cynthia | Risks and Oversight in Social Media in the Trust / Wealth Business |
2015 | Henriques, Diana | Keynote: The Legacy of Bernie Madoff |
2018 | Henriques, Diana | Keynote: Remembering (and Forgetting) Black Monday |
2013 | Heinze, Martha | Recovery and Resolution Plans - Corporate Living Wills |
2013 | Heinze, Martha | Global Sub-Custodian Risk |
2015 | Heilmann, Chris | Keynote: Family Wealth - Is it Really About the Money? |
2021 | Hays, Mark | Concurrent Sessions - Sustainable & Impact Investing is taking off…but does it fit with fiduciary duty? |
2022 | Hays, Mark | The ESG Regulators Are Coming |
2023 | Hays, Mark | An Inflection Point for the ESG Investing Industry |
2022 | Hart, Douglas P. | Fiduciary Tax - Update and Overview |
2018 | Halter, Michael | Middle Office Efficiencies |
2018 | Grindstaff, Keith E. | Senior Clients: Financial Exploitation and Diminished Capacity |
2019 | Gray, Sean | General Session - Governance Structure |
2022 | Gray, Mark T. | Roundtable: Large Banks Risk/Compliance/FLOD |
2022 | Gray, Mark T. | Conference Highlights and Key Takeaways: Large Banks Risk/Compliance/FLOD |
2023 | Gray, Mark | Conference Highlights and Key Takeaways: Large Institutions Risk/Compliance/FLOD |
2023 | Gray, Mark | Roundtable: Large Institutions Risk/Compliance/FLOD |
2013 | Goodman, Oscar | Opening Keynote Session - From Mob Mouthpiece to Mayor |
2018 | Goodfellow, Nanna | Regulatory Panel |
2019 | Goodfellow, Nanna | Breakout Sessions - Regulatory Panel |
2019 | Goodfellow, Nanna | Breakout Sessions - Regulatory Panel |
2018 | Gonc, Laszlo | Are You Ready for the New Perfect Storm? |
2019 | Goldberg, CTA, CPA, Bruce K. | Roundtable Sessions - Audit |
2019 | Goldberg, CTA, CPA, Bruce K. | Roundtable Sessions- Conference Highlights & Key Takeaways: Audit |
2023 | Goldberg, Bruce | Roundtable: Large Institutions Audit |
2014 | Goldberg, Bruce | Conference Highlights & Key Takeaways / Community Bank |
2014 | Goldberg, Bruce | Roundtable-Community Banks |
2015 | Goldberg, Bruce | Roundtable-Small to Midsize Institutions |
2015 | Goldberg, Bruce | Conference Highlights and Key Takeaways: Small to Midsize Institutions |
2018 | Goldberg, Bruce | Roundtable: Audit |
2018 | Goldberg, Bruce | Conference Highlights and Key Takeaways: Audit |
2022 | Goldberg, Bruce | Roundtable: Large Banks Audit |
2022 | Goldberg, Bruce | Conference Highlights and Key Takeaways: Large Banks Audit |
2023 | Goldberg, Bruce | Conference Highlights and Key Takeaways: Large Institutions Audit |
2023 | Giuffre, Sharon | Investing for Trusts and the Complexities of Current and Remainder Beneficiaries |
2019 | Gattuso, Maria | Breakout Sessions - Sales Practices and Bad Behavior |
2019 | Garcia, Luis | Breakout Sessions - ROBO Advisory vs. Wealth Advisory |
2015 | Garcia, Lisa | Operational Risk Management: New Products and Offerings |
2015 | Garcia, Lisa | Operational Risk Management: New Products and Offerings (REPEAT) |
2013 | Gallagher, James | Panel - Satisfactory to Strong |
2013 | Galindo, George | Getting the Right Fit on SSAE16 Reports |
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