| Year | Speaker | Session |
|---|
| Apply Filter: | | |
|---|
| 2022 | Temple, AIFA, GFS, John D. | Conference Highlights and Key Takeaways: Small & Regional Banks Risk/Compliance/FLOD |
| 2023 | Tesarik, Lisa | Investing for Irrevocable Trust Assets: Key Considerations |
| 2021 | Tesarik, Lisa K | Concurrent Sessions - Building an Investment Due-Diligence Program |
| 2015 | Thomas, Francis | Trust & Wealth Management Audit Risk Strategies |
| 2015 | Thomas, Francis | Trust & Wealth Management Audit Risk Strategies (REPEAT) |
| 2023 | Thomson, Edward | Audit Hot Topics from Regulators |
| 2014 | Treut, William | Foreign Tax Reclamations |
| 2021 | Trone, Don | General Session - During a Crisis, No One is Looking for a Fiduciary |
| 2013 | Ufford, Roberta | ERISA Update |
| 2013 | Ufford, Roberta | EB Prohibited Transactions |
| 2014 | Ufford, Roberta | ERISA Update |
| 2022 | Uldrich, Jack | Keynote: How to Future-Proof Your Business in Transformational Times |
| 2015 | Ulrich, Christopher | Keynote: How to Use the New Body Language to Turn Cubic Zirconia Relationships into Diamond Relationships |
| 2015 | Usmani, Asma | The Tale of Enron: What the Smartest Guys in a Room Can Teach Us About Concentrations! |
| 2015 | Usmani, Asma | The Tale of Enron: What the Smartest Guys in a Room Can Teach Us About Concentrations! (REPEAT) |
| 2023 | Valker, Louis | Emerging Risks |
| 2023 | Valker, Louis | Emerging Risks |
| 2023 | Van Eeuwen, Kathryn | Irrevocable Trust Administration: Avoiding Risk from Start to Finish |
| 2021 | Van Eeuwen , Kathryn S | Concurrent Sessions - Understanding Obscure Trusts |
| 2019 | Vasquez, Diana | Pre-Conference Workshop II-First vs. Second Line of Defense |
| 2023 | Vasquez, Diana | First Line of Defense Basics |
| 2021 | Vidmont, Shannon | Concurrent Sessions - Three Lines; One Bank |
| 2023 | Villwock, David | Fiduciary Executive Panel - Current Events and Trends in Personal Trust |
| 2023 | Villwock, David | Beyond the Basics - Compliance |
| 2022 | Villwock, David | Fiduciary Executive Panel - Current Events andTrends in Personal Trust |
| 2022 | Villwock, David | Compliance Basics |
| 2018 | Villwock, David S. | Habits of the Highly Effective Compliance Manager |
| 2015 | Walter-Clifton, Carla | Regulator Panel |
| 2023 | Waltz, Deidre | Client Notifications: The Flight Safety Cards of Our Industry |
| 2014 | Wasti, Khalid | Risks Through the Convergence of Digital Technologies |
| 2022 | Watson, Chris | SEC Proxy Rule |
| 2019 | Webb, Justin P. | Breakout Sessions - Lessons Learned After One Year of GDPR |
| 2014 | Weiss, Errol | Keynote Session-Cyber Security |
| 2022 | Weiss, Gail | Collective Investment Funds |
| 2015 | Weiss, Gail | Migration to T+2 Settlements |
| 2018 | Wert, Ronald | Regulatory Panel |
| 2019 | Wessels, Leon J. | Breakout Sessions - It’s Just an Irrevocable Life Insurance Trust –Nothing to Worry About, Right? |
| 2014 | Whalen, T. Kevin | Panel – Operations Risk – Update / Hot Topics |
| 2014 | Whalen, T. Kevin | Risks Related to Client Disbursements |
| 2015 | Whalen, T. Kevin | Approaching Risk Management from Square One for Wealth Management |
| 2018 | Whalen, T. Kevin | Wealthy Clients Love to Collect Hard To Value Assets |
| 2022 | Whelan, John | What are Blockchain and Cryptocurrency? An Overview and Use Cases |
| 2021 | Whitcomb, Lisa M. | Concurrent Sessions - 2021 Tax Unknown: What Risks Might This Cause |
| 2023 | White, Josh | Effective Auditing in a Virtual Environment |
| 2021 | Whitehurst, Stuart P | Concurrent Sessions - The Case of the Curious Collector |
| 2023 | Williams, David | Fiduciary Executive Panel - Current Events and Trends in Personal Trust |
| 2015 | Williams, Julie | Keynote: Today's Risk Management Challenges for Wealth |
| 2018 | Wolven, Lauren | Playing with Matches: Avoiding the Trustee Risks You Didn’t Know Existed |
| 2013 | Young, Walter | Risk Appetite |
| 2019 | Zentner, Ellen | General Session - The U.S. & Global Economy: Cycle Challenges and Opportunities |
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