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, 2015
7:30 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
8/7/2015 8:20 AM
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
8/7/2015 8:20 AM
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
8/7/2015 8:20 AM
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
Sponsored by: Federated Management Investors Company
Booth #2
Friday, Oct. 30, 2015
7:30 a.m.
Registration………………………………Exhibit Registration Desk
Continental Breakfast……………………….Great Hall: Red Room
8/7/2015 8:20 AM
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
8/7/2015 8:20 AM
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
8/7/2015 8:20 AM
True Link Financial
Voya Investment Management
8/7/2015 8:20 AM