2 0 1 4 P E N N S Y L V A N I A B A N K E R S A S S O C I A T I O N

2014 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 2014 Wealth Management & Trust Conference Planning Committee, the PBA Board of
Directors and staff, we look forward to seeing you at the 2014 Wealth Management & Trust Conference &
Exhibition.
WEDNESDAY, OCTOBER 29, 2014
*2 p.m. - 4 p.m. Pre-Conference
Staying Ahead of the Client Experience: Industry
Trends and Market Updates ( 2 CPE/2.5 CTFA FID)
David Bell
Executive Vice President
Cannon Financial Institute, Inc.
Athens, Ga.
*THERE IS AN ADDITIONAL FEE FOR THIS SESSION,
THAT CAN BE FOUND ON THE REGISTRATION FORM.
Cocoa Suite 1
SCHEDULE OF EVENTS

2014 WEALTH MANAGEMENT &
TRUST CONFERENCE & EXHIBITION SCHEDULE OF EVENTS
WEDNESDAY, OCT. 29, 2014
4 p.m. Registration
4 p.m. – 6 p.m. Exhibit Hall Opens
Opening Cocktails
Exhibit Registration Desk
Great Hall: Blue Room
Great Hall: Blue Room
THURSDAY, OCT. 30, 2014
7:30 a.m. Registration
8 a.m.
Continental Breakfast
Welcome
Michael J. Torbert
Conference Chairman
Vice President
National Penn Investors Trust Company
Allentown, Pa.
8:30 a.m. General Session
Let It Go, Just Let It Go
Kent Rader
Kent Rader Speaks LLC
Liberty, MO
Exhibit Registration Desk
Great Hall: Blue Room
Trinidad Room
Trinidad Room
9:30 a.m. General Session
Regulatory and Legislative Update (1 CFP/1 Sub CLE)
Eugene F. Maloney, Esquire
Executive Vice President & Corporate Counsel
Federated Investors, Inc.
Pittsburgh, Pa.
10:30 a.m. – 11 a.m. Visit Exhibit Hall & Refreshment Break
11:10 a.m. Concurrent Sessions
1. Special Needs Trust (1 CFP/1 Sub CLE)
Dennis McAndrews, Esquire
Shareholder
McAndrews Law Offices
Berwyn, Pa.
2. Financial Exploitation/Abuse of the Vulnerable Elderly
(1 CFP/1 Sub CLE)
Anita L. Pitock, JD, BSN, RN
Lowenthal & Abrams, PC
Bala Cynwyd, Pa.
Trinidad Room
Great Hall: Blue Room
Trinidad Room
Magnolia AB

SCHEDULE OF EVENTS
3. The Affordable Care Act and Its Implications Magnolia CD for Fiduciaries (1 CFP/1 Sub CLE)
Patti S. Spencer, Esquire
Spencer Law Firm
12:15 p.m. Luncheon
Speaker: Trust School Update
PBA Update
1:30 p.m. Concurrent Sessions
1. The Role of Your Trust Department as a
Retirement Plan Fiduciary (1 Sub CLE)
Drake D. Nicholas, Esquire
Partner
Rhoads & Sinon
Harrisburg, Pa.
2. Using a Donor Advised Fund to Better Serve
Your Clients (1 CFP/1 Sub CLE)
David Durak
Director of Giving
American Endowment Foundation
Hudson, OH
3. What to Do About Bonds (1 CFP)
Ralph Divino
Senior Vice President
Voya Investment Management
Aztec Room
Trinidad Room
Magnolia AB
Magnolia CD
2:30 p.m. Visit Exhibit Hall & Dessert/Ice Cream Novelty Break Great Hall: Blue Room
3 p.m. – 3:45 p.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.
3:45 p.m. – 4:45 p.m. General Session
Global Economic Outlook (1 CFP)
Brian Resnick
Vice President - Global Wealth Management
PIMCO
New York, N.Y.
4:45 p.m. – 5:45 p.m Reception & Entertainment
Trinidad Room
Aztec Room
SCHEDULE OF EVENTS

SCHEDULE OF EVENTS SCHEDULE OF EVENTS
FRIDAY, OCT. 31, 2014
7:30 a.m. Registration Exhibit Registration Desk
8 a.m.
8:15 a.m.
Welcome
Michael J. Torbert
Conference Chairman
Vice President
National Penn Investors Trust Company
Allentown, Pa.
Great Hall: Blue Room
Trinidad Room
General Session Trinidad Room
The Fiduciary Services Industry – Leader in Establishing and
Maintaining Ethical Standards (1 CFP/1 Sub CLE)
William C. Ries, Esquire
Tucker Arensberg, P.C.
Pittsburgh, Pa.
9:20 a.m. Concurrent Sessions
Magnolia CD 1. Tax Update (1 CFP/1 Sub CLE)
Vicky Ann Trimmer, Esq., CPA
Persun & Heim, P.C.
Mechanicsburg, Pa.
2. The Vendor Risk Management Program,
How Much is Enough for Your Size Institution?
J. Michael Edison
Chief Executive Officer
Fortrex Technologies, Inc.
Fredrick, Md.
3. Becoming a Resource Manager
Jack Hubbard
Chairman & Chief Sales Officer
St. Meyer & Hubbard
Elgin, Ill.
10:30 a.m.
11 a.m.
Visit Exhibit Hall & Refreshment Break
11:15 a.m. General Session
Paperless, Purposeful Call Planning
Jack Hubbard
Chairman & Chief Sales Officer
St. Meyer & Hubbard
12:45 p.m.
Elgin, Ill.
Closing Remarks/Adjournment
Magnolia AB
Trinidad Room
Great Hall: Blue Room
Trinidad Room
Trinidad Room
Trinidad Room

HOTEL ACCOMMODATIONS
The Hershey Lodge is holding a block of rooms for those attending the 2014 PBA Wealth
Management & Trust Conference. To make a room reservation, you must go Online or call the
Hershey Lodge.
ONLINE: https://resweb.passkey.com/Resweb.do?mode=welcome_ei_new&eventID=11642524
PHONE: 1-800-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.
Pennsylvania Bankers Association
3897 North Front Street, Harrisburg, PA 17110
Tel. (717) 255-6900 • Fax: (717) 233-1477 • www.pabanker.com
Professionals Dedicated to Your Success

HOTEL ACCOMMODATIONS
PBA Member Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $410
Pre-Conference Seminar PBA Member Bank. . . . . . . . . $75
Non-Member Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $615
Pre-Conference Seminar Non- Member Bank. . . . . . . . .$112.50
All room reservations can be made from PBA Website or by phone, (800) HERSHEY.
*The PBA accepts checks and only Visa and Master Cards. All credit card payments must be processed through online registration. Please visit www.pabanker.com/eventsInfo/calendar.htm; find the conference title and click on register now. If payment is by check, please mail to the PBA.
20 percent retention by PBA if cancellation is received by 10/3/14.
50 percent retention by PBA if cancellation is received after 10/3/14.
* No refunds will be issued for cancellations made on or after 10/15/14 or for no-shows. Registrations are accepted at the member fee for PBA regular, associate and affiliate members and staff of regulatory agencies. NO refunds will be issued for cancellation requests made within one week prior to the start date or for “ no-shows.” All requests for refunds must be made in writing to PBA. All registrations received by any means of communication are subject to this cancellation clause. The
PBA does not issue refunds due to weather conditions, Acts of God and/or other causes beyond its reasonable control.
Attendee:
Bank/BHC/Firm:
Mailing
City, Zip
Tel. Fax: E-mail:
Contact for Questions:
Registrar
3897 North Front Street
Harrisburg, PA 17110
Tel: (717) 255-6900
E-mail: jillametrano@pabanker.com
For Internal Use Only
Date:_________________________________________
Check #_______________ Amount:________________

3897 North Front Street
Harrisburg, PA 17110
PRSRT STD
US POSTAGE
PAID
HARRISBURG PA
PERMIT #775