| Year | Speaker | Session |
|---|
| Apply Filter: | | |
|---|
| 2015 | De Vries, Jennifer | Conference Highlights and Key Takeaways: Large Institutions |
| 2023 | De Vries, Jennifer | Unique Asset Managment - Challenges and Solutions |
| 2018 | De Vries, Jennifer | Habits of a Highly Effective First Line of Defense in the Fiduciary Business |
| 2019 | De Vries, CTA, Jennifer L. | Roundtable Sessions - Large Banks / Risk / Compliance / FLOD |
| 2015 | DeMaris, Fran | ILITs |
| 2023 | Diamond, Dave | Fiduciary Challenges in a Global / Offshore World |
| 2013 | DiMilo, Anthony | Regulator Panel |
| 2014 | DiMilo, Anthony | Regulator Panel |
| 2023 | Dindoffer, Joan | Focus Session I: Beyond the Basics - Risk Assessments |
| 2022 | Dindoffer, Joan | Focus Session I: Risk Assessment |
| 2015 | Dindoffer, Joan | Who Do You Trust? Know Your Customer...and All Things AML in the Trust World |
| 2015 | Dindoffer, Joan | Who Do You Trust? Know Your Customer...and All Things AML in the Trust World (REPEAT) |
| 2018 | Dindoffer, Joan | Ethics |
| 2019 | Divers, Larry | Breakout Sessions - Key Risks in Retirement Plan Products and Services |
| 2018 | Dougherty, Paul | Evolving Your Anti-Money Laundering (AML) Program |
| 2013 | Dow, James | Regulator Panel |
| 2014 | Dow, James | Regulator Panel |
| 2015 | Dow, James | Regulator Panel |
| 2021 | Dray, Robert | Concurrent Sessions - The Case of the Curious Collector |
| 2021 | Durham, Charles A | Concurrent Sessions - Optimizing the 2nd Line of Defense |
| 2019 | Durkin , CFA , Anne T. | Breakout Sessions - Mind, Heart and Wallet: Trends in Socially Responsible Investing |
| 2022 | Eby, Matthew C. | Operating Your Trust Powers in Today's FinTech Environment |
| 2019 | Echols, Michael A. | Keynote: It's About the People: A Culture of Cybersecurity |
| 2021 | Echols, Michael A. | General Session - Cyber Security – Current Risks |
| 2013 | Edwards, Bev | Beyond Force Majeure: Practical Steps to Implement Lessons Learned from Superstorm Sandy and Other Systemic Challenges |
| 2015 | Edwards, Bev | IRA Custodial Responsibilities |
| 2015 | Edwards, Bev | IRA Custodial Responsibilities (REPEAT) |
| 2018 | Egbuono, Chiz | Regulatory Panel |
| 2022 | Egbuonu, Chizoba | Regulator Panel |
| 2023 | Egbuonu, Chizoba | Regulator Panel |
| 2022 | Eller, Jennifer | ERISA Update |
| 2015 | Eller, Jennifer | ERISA Update |
| 2022 | Eller, Jennifer | ERISA Update (REPEAT) |
| 2023 | Eller, Jennifer | ERISA Update |
| 2019 | Epstein , Peter | Focus Session II - Complex Investment Strategies and Exchange Traded Products |
| 2014 | Fanic, Tani | Administrative Risks with Foundations / Endowments |
| 2018 | Fata, Frances | Special Needs Trusts - Administration Challenges |
| 2015 | Fay, Michael | Managing Risk: Hot Topics within the Investment Management Industry |
| 2021 | Felix, Sarah Beth | Concurrent Sessions -Actionable AML Insights: From Epstein to AML Regulatory Changes |
| 2023 | Felix, Sarah Beth | Sanctions, Sanctions, Sanctions: Why Every Firm Must Do Something |
| 2013 | Fitzsimons, Dana | Recent Developments in Fiduciary Litigation |
| 2018 | Fitzsimons, Dana | Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases |
| 2022 | Flubacher, Todd | Directed Trusts in Today's Fiduciary World |
| 2023 | Fornes, Christine | RIA Risk and Compliance |
| 2014 | Foy, Askari | Regulator Panel |
| 2019 | Franzese, Michael | General Session - I’ll Make You an Offer You Can’t Refuse: Insights from a Former Mob Boss on Ethics and Morals |
| 2014 | Frozena, Angela | Conference Highlights & Key Takeaways / Regulator |
| 2014 | Frozena, Angela | Roundtable-Regulators |
| 2014 | Frye, David | Risks Related to Client Disbursements |
| 2022 | Fujisaki, CFIRS, CPA, Catherine M. | Roundtable: Small & Regional Banks Risk/Compliance/FLOD |
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