2020 Annual Trust & Investment Conference

September 22-23, 2020 | Virtual Via Zoom, 9:00 am - 12:30 pm

Registration | Sponsor Information | Full Agenda  | Speaker Bios


A New Reality

Our New York-focused program takes a forward look at “2021 — A New Reality” to help you create a toolkit for operating in the future. Join us to explore changes in the industry, current fiduciary and investment opportunities, and how to think strategically about the wealth management business to make a difference for your clients. The program is condensed into two half days for remote viewing, and the conference kicks off with an evening Virtual Mixer with a live mixology lesson where you can enjoy some networking time with your colleagues followed by interactive discussions around Diversity, Equity & Inclusion issues. 

You can register for the full conference, just a single day — or choose a bank-level registration to receive unlimited logins for the full conference! 

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.


  • 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

Thank you to Our 2020 Sponsors!


E-mail us at education@nyba.com or contact:

Kim Mendelsohn
Senior Vice President, Professional & Program Development
(212) 297-1672

Victoria Potente
Vice President, Meetings and Marketing
(212) 297-1675

Rose Murjani
Coordinator, Professional Development and Meetings
(212) 297-1