2014 PBA WEALTH MANAGEMENT &
TRUST CONFERENCE & EXHIBITION
October 29 – 31, 2014
Hershey Lodge & Convention Center
Meeting Binders Sponsored by: Tucker Arensberg, P.C.
Wednesday, Oct. 29, 2014
*2 p.m. – 4 p.m. Pre-Conference………………………………….Cocoa Suite 2,3,4
Staying Ahead of the Client Experience: Industry Trends and Market Updates 2.5 CTFA-FID / 2 CPE
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: Blue Room
Opening Cocktails……………………………Great Hall: Blue Room
Thursday, Oct. 30, 2014
7:30 a.m.
Registration……………………………………Exhibit Registration Desk
Continental Breakfast………………………..Great Hall: Blue Room
Sponsored by: BOK Financial - Booth #11
8 a.m.
8:30 a.m.
Welcome………………………………………..Trinidad Room
Michael J. Torbert
Conference Chairman
Vice President
National Penn Investors Trust Company
Allentown, PA
General Session…………………………………Trinidad Room
Let Go, Just Let it Go
Kent Rader
Kent Rader Speaks, LLC
Liberty, MO
9:30 a.m.
General Session…………………………………Trinidad Room
Regulatory and Legislative Update – 1CFP/ 1.25 CTFA – FID / 1 sub CLE /1 CPE
Raymond P. Pepe, Esquire & Andrew Gespass, Esquire
K & L Gates LLP
Harrisburg, PA
10:30 a.m. – 11 a.m. Visit Exhibit Hall & Refreshment Break…..Great Hall: Blue Room
Sponsored by: Fidelity Investments - Booth #5
11:10 a.m.
Concurrent Sessions
1)
Special Needs Trust - Trinidad Room
1CFP/ 1.25 CTFA – FID / 1 sub CLE /1 CPE
Dennis McAndrews, Esquire
Shareholder
McAndrews Law Offices
Berwyn, PA
2) Financial Exploitation/Abuse of the Vulnerable Elderly–
Magnolia AB
1CFP/ 1.25 CTFA – FP / 1 sub CLE /1 CPE
Anita L. Pitock, JD, BSN, RN
Lowenthal & Abrams, PC
Bala Cynwyd, PA
3)
12:15 p.m.
The Affordable Care Act and Its Implications for Fiduciaries –
Magnolia CD
1CFP/ 1.25 CTFA – FP / 1 sub CLE /1 CPE
Patti S. Spencer, Esquire
Spencer Law Firm
Lancaster, PA
Luncheon………………………………………….....Aztec Room
Sponsored by: PBA Services Corporation (PBASC)
PBA Trust School Update - Phyllis Harmon, Director, PBA Trust School, COO &
Director of Personal Trust, LeTort Management & Trust Company
PBA Update William C. Marsh, CPA, PBA Chairman, Chairman, President & CEO
The Farmers National Bank of Emlenton
1:30 p.m.
Concurrent Sessions
1)
2)
3)
2:30 p.m.
The Role of Your Trust Department as a Retirement Plan
Fiduciary - Trinidad Room
1.25 CTFA – TAX / 1 sub CLE /1 CPE
Drake D. Nicholas, Esquire
Partner
Rhoads & Sinon
Harrisburg, PA
Using a Donor Advised Fund to Better Serve Your Clients Magnolia AB
1.25 CTFA – INV / 1 sub CLE /1 CPE
David Durak
Director of Giving
American Endowment Foundation
Hudson, OH
What to Do About Bonds – Magnolia CD
1 CFP/ 1.25 CTFA – INV / 1 sub CLE /1 CPE
Ralph Divino
Senior Vice President
Voya Investment Management
New York, NY
Visit Exhibit Hall & Dessert/Ice Cream Novelty Break…
Great Hall: Blue Room
Sponsored by: Broadridge Financial Solutions - Booth #4
3 p.m. – 3:45 p.m. General Session………………………Trinidad Room
Political Climate in Pennsylvania and the Nation
1 CTFA – FID / 1 CPE
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………………………Trinidad Room
Global Economic Outlook
1 CFP/ 1.25 CTFA – INV / 1 CPE
Brian Resnick, CFA
Vice President - Global Wealth Management
PIMCO
New York, NY
4:45 p.m. – 5:45 p.m Reception & Entertainment……………Aztec Room
Sponsored by: Federated Investors, Inc. - Booth #2
Friday, Oct. 31, 2014
7:30 a.m.
Registration……………………………………Exhibit Registration Desk
Continental Breakfast………………………..Great Hall: Blue Room
8 a.m.
Welcome…………………………………………Trinidad Room
Michael J. Torbert
Conference Chairman
Vice President
National Penn Investors Trust Company
Allentown, PA
8:15 a.m.
General Session…………………………………Trinidad Room
The Fiduciary Services Industry – Leader in Establishing and Maintaining Ethical
Standards
1 CFP / 1.25 CTFA – ETH/ 1 sub CLE /1 CPE
William C. Ries, Esquire
Tucker Arensberg, P.C.
Pittsburgh, PA
9:20 a.m.
Concurrent Sessions
1)
10:30 a.m.
Tax Update – Magnolia CD
1 CFP / 1.25 CTFA – TAX / 1 sub CLE /1 CPE
Vicky Ann Trimmer, Esq., CPA
Persun & Heim, P.C.
Mechanicsburg, PA
2)
Vendor Risk Management How Much Is Enough- Magnolia AB
1 CPE
J. Michael Edison
Chief Executive Officer
Fortrex Technologies, Inc.
Fredrick, MD
3)
Becoming a Resource Manager – Trinidad Room
1 CPE
Jack Hubbard
Chairman & Chief Sales Officer
St. Meyer & Hubbard
Elgin, Illinois
Visit Exhibit Hall & Refreshment Break…....Great Hall: Blue Room
Co-Sponsored by: Vanguard - Booth #36 & SunGard #12
11 a.m.
Exhibitor Prizes………………………………..Trinidad Room
11:15 a.m.
General Session………………………………..Trinidad Room
Paperless, Purposeful Call Planning
1 CPE
Jack Hubbard
Chairman & Chief Sales Officer
St. Meyer & Hubbard
Elgin, Illinois
12:45 p.m.
Closing Remarks/Adjournment……………..Trinidad Room
Chocolate Give Away - Sponsored by: Proxytrust - Booth #29