2020 has brought an abundance of changes. Our speakers introduce you to new trends and re-imagined frameworks for your trust and wealth management operations. While we understand that some of you are not permitted to travel, as originally planned, we are now offering the conference virtually. View Agenda.

Handouts (available as of 9/28):
Update on the Regulatory Environment
Phoebe Papageorgiou, Vice President Trust Policy, American Bankers Association

Cannabis – Trust Aspect Panel
Patricia Herndon, EVP, Government Relations, Michigan Bankers Association; Alan Hanson, Attorney, Gleam Law

Creating the Future of Wealth Management Today  
Amy E. Szostak, Director, Family Education and Governance, Northern Trust

Responsibility Works
Mary Green,Vice President, Client Portfolio Manager, Federated Hermes

Economic Update
Linda Duessel, CFA, CPA, CFP. Senior Equity Strategist, Federated Hermes Inc.

Fiduciary Access to Digital Assets
Howard H. Collens, Partner, Galloway and Collens PLLC

Staying Ahead of Change
Jim Entwisle, CFP®, Advisor Education Specialist, Vanguard’s Financial Advisor

Elder Abuse Exploitation
Donna Harlow, CFE, CFI, Senior Fraud Analyst and Eric Williams, Security
Director, Old National Bank

Managing Difficult Conversations with Estate Settlement
Douglas Chalgian, Attorney, Chalgian & Tripp Law Office PLLC

New Trust Cases
Terrence G. Quinn, Esq., Attorney/President, The TGQ Law Firm

Continuing Education
American Bankers Association (ABA) Professional Certifications has approved "Midwest Trust and Wealth Management Conference " for: CTFA 10 CE credits. ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement is not an endorsement of this program or its sponsor. Attendees will self-submit credit to their Certification Dashboard record. 

Certified Financial Planner Board of Standards, Inc. has issued the Midwest Trust and Wealth Management Conference (Program ID: 274639) 9.00 hours.

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