*2 p.m. 4 p.m. Pre-Conference Cocoa Suite 1 & Terrace. Teaming & Partnering in the Highly Competitive Marketplace for the Affluent Client

Transcription

1 2015 PA BANKERS WEALTH MANAGEMENT & TRUST CONFERENCE & EXHIBITION October 28-30, 2015 Hershey Lodge & Convention Center Meeting Binders Sponsored by: Tucker Arensberg, P.C. 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 4 p.m. Registration Registration Office 4 p.m. 6 p.m. Exhibit Hall Opens.Great Hall: Red Room Opening Cocktails.. Great Hall: Red Room Thursday, Oct. 29, :30 a.m. Registration Exhibit Registration Desk Continental Breakfast.....Great Hall: Red Room Sponsored by: 8 a.m. Welcome....Trinidad Room Margarethe Aderhold Conference Chairman Vice President & Trust Department Manager The Muncy Bank and Trust Company Muncy, PA

2 8:30 a.m. General Session Trinidad Room Cyber Security Ronald E. Plesco, Jr, Esquire (CONFIRMED) Principal and National Lead, Cyber Investigations, Intelligence & Analytics KPMG, LLP Philadelphia, PA 9:45 a.m. Concurrent Sessions 1) Special Needs Trusts Trinidad Room Dennis McAndrews, Esquire (CONFIRMED) Shareholder McAndrews Law Offices Berwyn, PA 2) Update on the IRS 2% fee ruling Am I in Compliance? Magnolia AB Patrick Alyward (CONFIRMED) 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 Magnolia CD Brian Resnick, CFA (CONFIRMED) Vice President - Global Wealth Management PIMCO New York, NY

3 10:45 a.m. 11:10 a.m. Visit Exhibit Hall & Refreshment Break. Great Hall: Red Room Sponsored by: 11:15 a.m. General Session Trinidad Room 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 12:15 p.m. Luncheon...Aztec Room Speaker: Trust School Update PA Bankers Update Gerald A. Nau, PA Bankers Chair Chairman and Chief Executive Officer Lafayette Ambassador Bank Bethlehem, PA 1:30 p.m. Concurrent Sessions 1) Identity Theft: Am I really at Risk or is it Media Hype? Trinidad Room Vicky Ann Trimmer, Esq., CPA (CONFIRMED) Daley Zucker Meilton & Miner, LLC Lemoyne, PA 2) Unique & Hard to Value Assets: Trust Industry Best Practices Magnolia AB Brad Davidson (CONFIRMED) Principal Spardata Baltimore, MD

4 3) Elder Financial Abuse Prevention Magnolia CD Raymond P. Pepe, Esquire (CONFIRMED) K&L Gates LLP Harrisburg, PA Larry R. Barron, Esquire (CONFIRMED) Senior Vice President and General Counsel Somerset Trust Company Somerset, PA Raymond M. Lynch, Esquire (CONFIRMED) Senior Company Counsel Wells Fargo Bank, N.A. Boston, MA 2:30 p.m. Visit Exhibit Hall & Dessert/Ice Cream Novelty Break. Great Hall: Red Room Sponsored by: Broadridge Financial Solutions Booth #27 3 p.m. 4:15 p.m. General Session.Trinidad Room The Economy & Stock Market Climbing the Wall of Worry Linda Duessel, CFA, CPA, CFP (CONFIRMED) Senior Vice President Federated Investors Management Company Pittsburgh, PA 4:15 p.m. 5:15 p.m Reception & Entertainment. Aztec Room Friday, Oct. 30, 2015 Sponsored by: Federated Management Investors Company Booth #2 7:30 a.m. Registration Exhibit Registration Desk Continental Breakfast.Great Hall: Red Room

5 8 a.m. Welcome. Trinidad Room Margarethe Aderhold Conference Chairman Vice President & Trust Department Manager The Muncy Bank and Trust Company Muncy, PA 8:15 a.m. General Session.Trinidad Room Legislative and Regulatory Update William C. Ries, Esquire (CONFIRMED) Tucker Arensberg, P.C. Pittsburgh, PA 9:20 a.m. Concurrent Sessions 1) Charitable Giving Magnolia CD 2) Alternative Investments Magnolia AB 3) Look Ahead to Department of Labor Fiduciary Proposal Trinidad Room Joan Zangrilli, Esquire (CONFIRMED) Senior Counsel Asset Management Group PNC Bank, National Association Pittsburgh, PA 10:30 a.m. Visit Exhibit Hall & Refreshment Break.Great Hall: Red Room 11 a.m. Exhibitor Prizes..Trinidad Room 11:15 a.m. General Session..Trinidad Room Understanding Millennia s Topic

6 S. Katherine Roy, CFP(CONFIRMED) Managing Director J.P. Morgan Asset Management New York, NY 12:45 p.m. Closing Remarks/Adjournment..Trinidad Room Chocolate Give Away - Sponsored by: Proxytrust Booth #36 Exhibitors as of August 6, 2015 Accutech Systems Corporation Capital Group CCH Trust US Devonshire REIT FCI Advisors 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 Morgan Stanley Investment Management OppenheimerFunds Proxytrust Raymond James Financial Services, Inc. Revzon Consulting Group, LLC Thomson Reuters ONESOURCE

7 True Link Financial Voya Investment Management