Conference Materials

2022

Fiduciary Executive Panel - Current Events andTrends in Personal Trust

Monday, May 2, 2022 10:45 AM - 11:45 AM

Speakers

Gabrielle Bailey

Chief Fiduciary Officer, Managing Director
CIBC PRIVATE WEALTH MANAGEMENT
Wilmington, Delaware

Speaker Bio
Michael Milich

Director of Trust
FROST BANK
San Antonio, Texas

Speaker Bio
David Villwock

Head of Firmwide Fiduciary Compliance, Managing Director
JP MORGAN CHASE BANK
Columbus, Ohi

Speaker Bio

Session Description

Hear from three senior fiduciary executives from different organizations and lines of defense on current topics affecting the Personal Trust industry. Topics covered will include regulatory changes, examination trends, cryptocurrency developments, state trust code developments and post-pandemic changes to trust departments. This session will be moderated and the panel will take questions from attendees.

Session Materials

Fiduciary Executive Panel - Current Events andTrends in Personal Trust

Fiduciary Executive Panel - Current Events andTrends in Personal Trust