Agenda at-a-glance
Monday, September 21 | 5:00 p.m.-6:30 p.m.
Virtual Mixer Kickoff
- Introductions
- Gerard F. Joyce, Jr. National Head of Trusts & Estates, Managing Director & Deputy General Trust Counsel
Fiduciary Trust Company International
- Interactive facilitated discussions around Diversity, Equity & Inclusion
- Sam Guerrieri, Executive Vice President, Wealth Management
Canandaigua National Bank & Trust Company
- Michelle Pedzich, Senior Vice President, Chief Human Resources Officer
Canandaigua National Bank and Trust
- Live Mixology Lesson
- Closing remarks
Tuesday, September 22 | 9:00 a.m.-12:30 p.m.
Welcome
- Michael P. Smith, President & CEO
New York Bankers Association
- Greg Braca, President and CEO, TD Bank, N.A. and Chairman,
New York Bankers Association
New York Power of Attorney Update
- Clare Cusack, General Counsel & Chief Operating Officer
New York Bankers Association
- Megan McGovern, Deputy General Counsel & Vice President, Government Relations
New York Bankers Association
- Tara Anne Pleat, Esq., Special Needs Attorney and Trusts & Estates Attorney New York
Wilcenski & Pleat PLLC
Digital Strategy: The New Way of Working
- Gerard F. Joyce, Jr. National Head of Trusts & Estates, Managing Director & Deputy General Trust Counsel
Fiduciary Trust Company International
- John Dowd, CEO
Fiduciary Trust Company International
- Rod Sayegh, Head of Digital Strategy
Fiduciary Trust Company International
The Economy and Markets in the Time of COVID
- Ken Entenmann, Head of Trust Services and Chief Investment Officer
NBT Bank
- Scott Clemons, Partner and Chief Investment Strategist
Brown Brothers Harriman
Wednesday, September 23 | 9:00 a.m.-12:30 p.m.
Charities in Crisis: The Future of Philanthropy
- Kerri Mast, Wealth Planner and Regional Trust Head
Brown Brothers Harriman
Shining Light Through the Darkness: Planning Amid Uncertainty
- Paul S. Lee, Chief Tax Strategist, Wealth Management and Global Family & Investments Offices Group
Northern Trust Corporation
Cyber Awareness: Cyber Attacks are Like Hitting a Curve Ball
- Gary Sorrentino, Global Deputy CIO
Zoom Video Communications