| 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 | McCabe, CFIRS, CPA, CAMS, CISA, Natalie | Roundtable: Small & Regional Banks Audit |
| 2022 | McCabe, CFIRS, CPA, CAMS, CISA, Natalie | Focus Session I: Risk Assessment |
| 2022 | McCabe, CFIRS, CPA, CAMS, CISA, Natalie | Conference Highlights and Key Takeaways: Small and Regional Banks Audit |
| 2018 | McDaniel, Aaron | Keynote: Maximizing Your Gen Y ROI |
| 2022 | McDonald, Bart | Focus Session II: Trust Related RIA Oversight - Risks and Hot Topics |
| 2013 | Meyer, Jean | Beyond Force Majeure: Practical Steps to Implement Lessons Learned from Superstorm Sandy and Other Systemic Challenges |
| 2022 | Milich, Michael | Fiduciary Executive Panel - Current Events andTrends in Personal Trust |
| 2023 | Milich, Mike | Difficult / Hard-to-Find Beneficiaries |
| 2013 | Miller, Joel | Regulator Panel |
| 2021 | Miller, Rae-Ann | General Session - Regulatory View - Risk Management Supervision Priorities |
| 2013 | Miller, Sally | FATCA Update and its Global Reach |
| 2018 | Mitchell, Ian | Technology Innovations - Learning From the Past, With Eyes on the Future |
| 2019 | Mitchell , Thomas | General Session - Governance Structure |
| 2023 | Moore, Jr., Donald | Do You Really Want to Do That? |
| 2022 | Morrison, Denise | Roundtable: Large Banks Risk/Compliance/FLOD |
| 2022 | Morrison, Denise | Conference Highlights and Key Takeaways: Large Banks Risk/Compliance/FLOD |
| 2023 | Morrison, Denise | Conference Highlights and Key Takeaways: Large Institutions Risk/Compliance/FLOD |
| 2023 | Morrison, Denise | Roundtable: Large Institutions Risk/Compliance/FLOD |
| 2013 | Murphy, Martin | Securities Regulator Panel |
| 2021 | Musselman, Mike | Concurrent Sessions - Making Heads and Tails of the Economy |
| 2022 | Musselman, Mike | Tax-Optimized Investing in 2022 |
| 2021 | Namanny, Elizabeth W | Concurrent Sessions - Third Party Service Provider Management for Trust Departments |
| 2013 | Norris, William | Co-Fiduciary Risk: The Pitfalls and the Rewards - How to Balance Both and Protect Yourself |
| 2015 | Norris, William | Hedge Funds/Alternatives/ ETFs (Deeper Dive) |
| 2018 | Norris, William T. | Roundtable: First Line of Defense |
| 2019 | Norris, William T. | Breakout Sessions - Managing Conficts of Interest |
| 2013 | Novick, Barbara | Keynote Session - The Changing World of Asset and Wealth Management |
| 2015 | O'Hanlon, Elizabeth | Proxy Voting Due Diligence |
| 2014 | Oeth, Christy | Deeper Dive – Trading Risks |
| 2018 | Orange, Michael W. | Regulatory Panel |
| 2019 | Orange, CFIRS, Michael W. | Breakout Sessions - Regulatory Panel |
| 2019 | Orange, CFIRS, Michael W. | Breakout Sessions - Regulatory Panel |
| 2014 | Palma, Anthony | Corporate Governance and Business Ethics |
| 2022 | Palma, Tony | Roundtable: Large Banks Audit |
| 2022 | Palma, Tony | Conference Highlights and Key Takeaways: Large Banks Audit |
| 2023 | Palma, Tony | Audit Issue Management and Report Writing |
| 2023 | Palma, Tony | Conference Highlights and Key Takeaways: Large Institutions Audit |
| 2023 | Palma, Tony | Roundtable: Large Institutions Audit |
| 2023 | Panico-Marino, Rosemarie | Are Prohibited Transactions for Real? |
| 2019 | Panico-Marino, Rosemarie M | Breakout Sessions - Does It Really Matter When It Comes to Being A Fiduciary to a 401(k) Plan? |
| 2021 | Panico-Marino, Rosemarie M | Concurrent Sessions - ERISA Basics/Prohibited Transactions/ESOPs |
| 2023 | Parthemer, Mark | Keynote: The State of the Trust Profession |
| 2018 | Pastore, James J. | Cyber Security |
| 2013 | Pattegar, Satish | In-Conference Seminar: Fiduciary Governance |
| 2013 | Pattegar, Satish | Section 17 Affiliate Transactions |
| 2015 | Pattegar, Satish | ARC - Audit, Risk, Compliance -- Making It Work in Your Organization |
| 2015 | Pattegar, Satish | Optimizing Risk Management |
| 2019 | Pattegar, Satish | Focus Session I - Fiduciary – Not Just Reg 9 |
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