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Keynote Presentations Think Like a Brand, Not a Bank Liz High, Author, Founder, and Strategy, Insight and Brand Consultant How ESG Can Create Value in Every Aspect of the Bank Mary F. Green, Vice President, Client Portfolio Manager ESG & Hermes, Federated Hermes, Inc.
Thursday, September 15, 2022 Challenging Times: Recession, Inflation, and the Impact on Financial Markets Kenneth J. Entenmann, Chief Investment Officer & Chief Economist, NBT Wealth Management Community Reinvestment Act Overhaul and New Small Business Lending Data Requirements Brian H. Montgomery, Senior Counsel, Pillsbury Winthrop Shaw Pittman LLP DEI: Creating a Stronger All-Inclusive Workplace Angela S. Dixon, Senior Vice President and Chief Diversity Officer, Berkshire Bank Recent Legislative Developments in New York: Supportive Decision Making (SDM) legislation and Special Needs Trusts Tara Anne Pleat, Esq., Co-Owner and Co-Manager, Wilcenski & Pleat Law
Friday, September 16, 2022 Complicated and Evolving New IRA Distribution Rules: Are You Ready? Jake W. Cooper, CFP, Vice President and Senior Financial Advisor, High Probability Advisors Financial Trends and Pricing Opportunities David Lincoln, Partner, WISE Insights Growing Relationships at the Bank Begins with Engaging Conversations at the Branch Mark Trinkle, Chief Growth Officer, Anthony Cole Training Group How Generational Differences Impact Estate Planning and Trust Administration Raymond C. Radigan, Senior Managing Director and Regional Team Lead, First Republic Trust Company Richard G. Chalifoux, Managing Director and Senior Trust Officer, First Republic Trust Company How Lenders Can Add Value to the Small Business Relationship Donald E. Gibson, President and Chief Executive Officer, The Bank of Greene County Allen E. Austin, IV, Vice President, Director of Corporate Cash Management and Administration, The Bank of Greene County Anthony Pili, Senior Vice President, Orange Bank & Trust SBA Lending, Alternative Lending Solutions and Access to Capital Chris Levy, Executive Vice President and Chief Operating Officer, Pursuit Three Steps to Building a Winning Leadership Strategy: Culture, Coaching & Mentoring Tami M. Gunsch, Banking Strategist