WEALTH MANAGEMENT & TRUST CONFERENCE & EXHIBITION

Transcription

1 2015 PENNSYLVANIA BANKERS ASSOCIATION WEALTH MANAGEMENT & TRUST CONFERENCE & EXHIBITION Oct Hershey Lodge & Convention Center Hershey, Pa. Professionals Dedicated to Your Success

2 2015 WEALTH MANAGEMENT & TRUST CONFERENCE & EXHIBITION 2015 WEALTH MANAGEMENT & TRUST CONFERENCE & EXHIBITION You are invited to connect with fellow bankers, hear updates on trends and issues, network with trust professionals, learn from seasoned presenters and industry experts, and visit the exhibitor resources. The program has been submitted for the following credits: CTFA, CPE, CLE and CFP. The conference dress code is business casual. On behalf of the 2015 Wealth Management & Trust Conference Planning Committee, the PA Bankers' Board of Directors and staff, we look forward to seeing you at the 2015 Wealth Management & Trust Conference & Exhibition. PRE-CONFERENCE SEMINAR WEDNESDAY, OCT. 28, 2015 *2 p.m. - 4 p.m. Pre-Conference Cocoa Suite 1 & Terrace Teaming & Partnering in the Highly Competitive Marketplace for the Affluent Client David Bell Executive Vice President Cannon Financial Institute, Inc. Athens, Ga. *THERE IS AN ADDITIONAL FEE FOR THIS SESSION WHICH CAN BE FOUND ON THE REGISTRATION FORM.

3 2015 SCHEDULE OF EVENTS SCHEDULE OF EVENTS WEDNESDAY, OCT. 28, p.m. Registration Registration Office 4 p.m. 6 p.m. Exhibit Hall Opens Opening Cocktails THURSDAY, OCT. 29, :30 a.m. Registration Continental Breakfast Exhibit Registration Desk 8 a.m. Welcome Margarethe Aderhold, Conference Chair Vice President & Trust Department Manager The Muncy Bank and Trust Company Muncy, Pa. 8:30 a.m. General Session Cybersecurity Ronald E. Plesco, Jr., Esquire Principal and National Lead, Cyber Investigations, Intelligence & Analytics KPMG, LLP Philadelphia, Pa. 9:45 a.m. Concurrent Sessions 1. Special Needs Trust Dennis McAndrews, Esquire Shareholder McAndrews Law Offices Berwyn, Pa. Lesley M. Mehalick, J.D., L.L.M. (taxation) Supervising Partner, Estates and Trusts McAndrews Law Offices Berwyn, Pa. 2. Update on the IRS 2% Fee Ruling - Am I in Compliance? Patrick Alyward General Manager CCH Trust Services Kennesaw, Ga. 3. Managing Client Portfolios Through Turbulent Markets Investment Implications of Market Volatility, Policy Divergence and Slow Global Growth Brian Resnick, CFA Vice President - Global Wealth Management PIMCO New York, N.Y. Magnolia AB Magnolia CD

4 SCHEDULE OF EVENTS 0:45-11 a.m. Visit Exhibit Hall & Refreshment Break 11:15 a.m. 12:15 p.m. General Session Political Climate in Pennsylvania and the Nation Dr. G. Terry Madonna Director for the Center for Politics and Public Affairs Franklin & Marshall College, Floyd Institute of Public Affairs Lancaster, Pa. Luncheon Speaker: Trust School Update PA Bankers Update: Gerald A. Nau, PA Bankers Chair Chairman and Chief Executive Officer Lafayette Ambassador Bank Bethlehem, Pa. Aztec Room 1:30 p.m. Concurrent Sessions 1. Identity Theft: Am I Really at Risk or is it Media Hype? Vicky Ann Trimmer, Esquire, CPA Daley Zucker Meilton & Miner, LLC Lemoyne, Pa. 2. Unique & Hard to Value Assets: Trust Industry Best Practices Brad Davidson Principal Spardata Baltimore, Md. 3. Elder Financial Abuse Prevention Raymond P. Pepe, Esquire K&L Gates LLP Harrisburg, Pa. Larry R. Barron, Esquire Senior Vice President and General Counsel Somerset Trust Company Somerset, Pa. 2:30 p.m. Visit Exhibit Hall & Dessert/Ice Cream Novelty Break Sponsored by: Broadridge Financial Solutions (Booth #27) 3 p.m.- 4:15 p.m. General Session The Economy & Stock Market, Climbing the Wall of Worry Linda Duessel, CFA, CPA, CFP Senior Vice President Federated Investors, Inc. Pittsburgh, Pa. 4:15 p.m. - 5:15 p.m. Reception & Entertainment Sponsored by: Federated Investors, Inc. (Booth #2) Magnolia AB Magnolia CD Raymond M. Lynch, Esquire Senior Company Counsel Wells Fargo Bank, N.A. Boston, Mass. Aztec Room

5 SCHEDULE OF EVENTS FRIDAY, OCT. 30, :30 a.m. Registration Continental Breakfast Exhibit Registration Desk 8 a.m. Welcome Margarethe Aderhold, Conference Chair Vice President & Trust Department Manager The Muncy Bank and Trust Company Muncy, Pa. 8:15 a.m. General Session Legislative and Regulatory Update William C. Ries, Esquire Tucker Arensberg, P.C. Pittsburgh, Pa. 9:20 a.m. Concurrent Sessions 1. Incorporating Charitable Giving into Your Practice: Trends & Strategies for Efficient & Effective Giving Glenn Garbott VP Charitable Planning Consultant Fidelity Charitable Services West Conshohocken, Pa. 2. Building Better Portfolios with Alternatives Theodore (TP) Enders Managing Director Strategic Advisory Solutions Group Goldman Sachs Asset Management Boston, Mass. 3. Look Ahead to Department of Labor Fiduciary Proposal oan Zangrilli, Esquire Senior Counsel Asset Management Group PNC Bank, National Association Pittsburgh, Pa. Magnolia CD Magnolia AB 10:30 a.m. 11 a.m. Visit Exhibit Hall & Refreshment Break Exhibitor Prizes 11:15 a.m. General Session The Millenials S. Katherine Roy, CFP Managing Director J.P. Morgan Asset Management New York, N.Y. 12:45 p.m. Closing Remarks/Adjournment Chocolate Give Away - Sponsored by: Proxytrust (Booth #36)

6 ACCOMMODATIONS/EXHIBITORS HOTEL ACCOMMODATIONS The Hershey Lodge is holding a block of rooms for those attending the 2015 PA Bankers Wealth Management & Trust Conference. To make a room reservation, you must go online or call the Hershey Lodge. ONLINE: PHONE: HERSHEY (use code PA Bankers Assoc Wealth Mgmt & Trust Conf) *Delay in reserving rooms may result in your reservation being taken on a space available basis only and at the normal prevailing rate. Please take a moment to reserve your room today. EXHIBITORS (as of Aug. 20, 2015) Accutech Systems Corporation BNY Mellon Capital Group CCH Trust US Devonshire REIT FCI Advisors Federated Investors, Inc. Fifth Third Bank FinTech Securities, LLC FIS Fi-Tek, LLC Infovisa Innovest Systems, LLC ITM/ Twenty First J.P. Morgan Asset Management John Hancock Investments Lazard Asset Management MainStreet Advisors Morgan Stanley Investment Management Oppenheimer Funds Proxytrust Raymond James Financial Services, Inc. Revzon Consulting Group, LLC SunGard Thomson Reuters ONESOURCE True Link Financial Voya Investment Management Wright Investors' Service, Inc. Pennsylvania Bankers Association 3897 North Front Street, Harrisburg, PA Tel. (717) Fax: (717) Professionals Dedicated to Your Success

7 PRSRT STD US POSTAGE PAID HARRISBURG PA PERMIT # North Front Street Harrisburg, PA 17110