2022 Annual Meeting

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

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1:00 pm - 2:00 pm

Upping the Stakes: Recruiting, Retaining and Disruption

Speakers: Paul Lesser | Cannon Financial 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 | Layer 37 Solutions
Jason Keith | Technology Risk Consulting, Saltmarsh, Cleaveland & Gund
Scott Van Dusen, | Equitable Trust

Like it or not, technology is becoming a bigger and bigger challenge and opportunity for trust organizations. However, most must meet these challenges by stepping into a dynamic and increasingly complex world that is not a core competency, and do so without unlimited resources. This session will feature a discussion of best practices and pitfalls trust organizations face in dealing with all aspects of technology, including data management, information security, and network administration. Topics will include trade-offs between gathering in-house expertise and outsourcing options, how close to the cutting edge a firm should be, and more.

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

What will your testimony sound like at trial? We will walk you through an actual trial transcript of trustee testimony – with the good, the bad, and the ugly. And, then, we will talk about strategies to avoid pitfalls at trial. Questions from the audience are encouraged.

6:00 pm - 7:00 pm

Networking Reception

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7:00 pm - 9:30 pm

Awards Dinner

Become the awards dinner sponsor.

  • Date : 09/18/2022 - 09/20/2022
  • Time : - 11:30 am (America/Los_Angeles)
  • Venue : JW Marriott Las Vegas Resort & Spa

Organizers