| Year | Speaker | Session |
|---|
| Apply Filter: | | |
|---|
| 2023 | Holtzclaw, Chris | Fiduciary Litigation - Spotlighting Industry Trends |
| 2023 | Holtzclaw, Chris | Fiduciary Litigation - Spotlighting Industry Trends |
| 2014 | Homoly, Paul | Just Because You’re an Expert…. Doesn’t Make You Interesting |
| 2013 | Hrabak, James | Investor Manager Analysis: The Deep Dive |
| 2018 | Hughes, James G. | Data Analytics / Predictive Analytics |
| 2014 | Imm, Gregory | UDAAP |
| 2023 | Jalics, Thomas | Economic Update |
| 2018 | Jaskinia, Katie | IRA’s - Unique Assets and Other Current Risk Issues |
| 2018 | Jeanneret, Casey | Conference Highlights and Key Takeaways: First Line of Defense |
| 2019 | Jeanneret, CBA, CFIRS, Casey | Roundtable Sessions - Small and Regional Banks / Risk / Compliance / FLOD |
| 2019 | Jeanneret, CBA, CFIRS, Casey | Roundtable Sessions- Conference Highlights & Key Takeaways:Small & Regional Banks / Risk / Compliance / FLOD |
| 2014 | Johanneck, Randy | Executive Panel – Effective ERM / Fiduciary Risk Management Program |
| 2015 | Johanneck, Randy | Who Do You Trust? Know Your Customer...and All Things AML in the Trust World |
| 2015 | Johanneck, Randy | Who Do You Trust? Know Your Customer...and All Things AML in the Trust World (REPEAT) |
| 2019 | Johnsey, Esquire, C. Gray | Breakout Sessions - Tax Reform |
| 2023 | Jonke, David | Regulator Panel |
| 2014 | Jonke, David | Panel – Operations Risk – Update / Hot Topics |
| 2014 | Jonke, David | Executive Panel – Effective ERM / Fiduciary Risk Management Program |
| 2014 | Jonke, David | Roundtable-Large Banks |
| 2015 | Jonke, David | Building a Wealth Management Risk Assessment Model |
| 2015 | Jonke, David | Roundtable-Large Institutions |
| 2015 | Jonke, David | Conference Highlights and Key Takeaways: Large Institutions |
| 2018 | Jonke, David | Roundtable: Risk/Compliance |
| 2018 | Jonke, David | Conference Highlights and Key Takeaways: Risk / Compliance |
| 2019 | Jonke, David | Roundtable Sessions- Conference Highlights & Key Takeaways:Large Bank / Risk / Compliance / FLOD |
| 2019 | Jonke, CTA, CPA, David B. | Roundtable Sessions - Large Banks / Risk / Compliance / FLOD |
| 2019 | Juliano, Anthony | Breakout Sessions - Crypto 101 - Bitcoin: A Currency, Investment, or Neither? |
| 2013 | Kallembach, Larry | Senior Executive Panel - Are You Ready for the Next Threat? |
| 2019 | Kannan, Lakshman | Breakout Sessions - Fiduciary Fraud |
| 2019 | Kannan, Lakshman | Breakout Sessions - Fiduciary Fraud |
| 2023 | Keehan, Timothy | Trust Legislative and Regulatory Update |
| 2022 | Keehan, Timothy E. | Trust Regulatory and Legislative Update |
| 2022 | Keehan, Timothy E. | Trust Regulatory and Legislative Update (REPEAT) |
| 2013 | Kelly, Becky | Pre-Conference Workshop II: Finding the Risks in Trust Administrative Reviews |
| 2023 | Kelly, Scott | Conference Highlights and Key Takeaways: Regulators |
| 2023 | Kelly, Scott | Roundtable: Regulators |
| 2019 | Kelly, CFIRS, Scott | Roundtable Sessions - Regulators |
| 2019 | Kelly, CFIRS, Scott | Roundtable Sessions- Conference Highlights & Key Takeaways: Regulator |
| 2018 | Kelly, CFIRS, Scott | Roundtable: First Line of Regulators |
| 2018 | Kelly, CFIRS, Scott | Conference Highlights and Key Takeaways: Regulators |
| 2022 | Kelly, CFIRS, Scott | Roundtable: Regulators |
| 2022 | Kelly, CFIRS, Scott | Conference Highlights and Key Takeaways: Regulators |
| 2019 | Kennedy, Michael | General Session - Fiduciary Executive Panel – Personal Trust – Our Changing World |
| 2021 | Kennedy, Michael | Concurrent Sessions - First Line of Defense Testing |
| 2022 | Kennedy, Michael | First Line Risk Basics |
| 2022 | Kieffer, CAIA, Daniel | Alternative Investments - Organizing the Junk Drawer |
| 2013 | Kirby, Julia | In-Conference Seminar: Fiduciary Governance |
| 2013 | Kirby, Julia | How 'Smart' Are You? |
| 2019 | Klein, Mitchell | Breakout Sessions - The Benefits of Automation of Contract Management and E-Signature |
| 2014 | Kleinman, Daniel | The Fiduciary Standard: What Could Change to the DOL Standard Mean |
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