3:00 pm - 4:00 pm
Welcome & The Changing Rules of the Game: ATO Regulatory Update & Business Meeting
Speaker: Tom Blank | Shumaker, Loop & Kendrick
4:00 pm - 5:00 pm
Fourth Annual Review of Comparative Financial Data: Trends/Performance Anaylsis
Speaker: David Lincoln | Wise Insights
For the fourth consecutive year, David Lincoln will review the recent performance of the independent trust company community. Key areas of inquiry: how has the independent trust community fared during such an extraordinary time period? How is the trust community performing relative to other types of service providers, and where are there opportunities for improvement?
5:30 pm - 7:00 pm
Welcome Reception
Help us kick off the week at our welcome reception. See old faces and meet some new ones all while enjoying some drinks & appetizers. Become the welcome reception sponsor.
7:00 am - 8:00 am
Breakfast
8:00 am - 8:30 am
Welcome
Welcome: Bryant Jones | ATO President, Sabal Trust
Master of Ceremonies: J. Phil Buchanan | Cannon Financial Institute
Be sure to check-in and receive your name badge, agenda and more.
Become the breakfast sponsor.
8:30 am - 9:30 am
Double Your Odds: Understanding The Psychology of Referral
Speaker: Quinton Alston-Spratt | Franklin Templeton
9:30 am - 10:30 am
Winning the Game of Appointment: Estate Planners View on How Corporate Fiduciaries Can Overcome the Bias of the Individual Appointment
Moderator: Jennie Menzie | Cumberland Trust
Speakers: Bob Kirkland | Kirkland Woods & Martinsen
Michaelle Rafferty | Maupin, Cox & LeGoy
The vast majority of trustee appointments are that of an individual trustee. In this session, we will discuss with estate planning attorneys how independent trust companies can reposition corporate trustees as the preferred fiduciary option.
10:30 am - 11:00 am
Break with Exhibitors
Become the break sponsor.
11:00 am - 12:00 pm
Know When to Hold ‘Em, Fold ‘Em, Walk Away or Run: Special Asset Discussion
Moderator: Brooks Campany | Argent Financial
Panel: Melody Martinez | Farmers National
Chris Procise | CIBC Private Wealth/CIBC National Trust Company
Mike Tropeano | Broadridge Financial Solutions
Inevitably, families diversify their holdings to include non-CUSIP assets and many of these assets end up in trust. This discussion will address the many issues involved with special assets, as well as how to best vet, hold and fee these assets to mitigate risk and administer them profitably.
12:00 pm - 1:00 pm
Lunch
Become the lunch sponsor.
1:00 pm - 2:00 pm
Upping the Stakes: Recruiting, Retaining and Disruption
Speakers: Paul Lesser | Human Capital Institute
Matt Crow | Mercer Capital
The Great Resignation/The Big Quit era has changed the personnel landscape. In this session, we will hear from experts in the areas of HR and employee compensation on how companies can best recruit and retain talent and how to manage the disruption of turnover.
2:00 pm - 3:00 pm
If I Play, Can I Get the Buffet Comped?: Building a High Roller Technology Environment on a Minimum Buy-In Budget
Moderator: Bryant Jones | Sabel Trust Company
Panel: Greg Plog | TMICO
3:00 pm - 3:30 pm
Break with Exhibitors
Become the break sponsor.
3:30 pm - 4:30 pm
Don’t Roll the Dice: Mitigating Fiduciary Risk
Speakers: Adam Gaslowitz and Craig Frankel | Gaslowitz & Frankel
6:00 pm - 7:00 pm
Networking Reception
Become the networking reception sponsor.
7:00 pm - 9:30 pm
Awards Dinner
Become the awards dinner sponsor.