2019 Trust & Investment Conference Program
Wednesday, September 25
12:00 PM | Golf Tournament | Saratoga Spa Golf Course
6:00 – 7:30 PM | Registration | Saratoga Foyer
6:30 – 7:30 PM | Reception in the Exhibit Area | Saratoga 1&2
Reception compliments of Orange Bank & Trust Company
7:30 – 9:00 pm | Dinner| Saratoga 1&2
Dinner Wine compliments of Fi-Tek, LLC
Thursday, September 26
7:00 – 8:10 AM | Breakfast | Saratoga 1&2
Breakfast compliments of Broadridge Financial Solutions, Inc.
8:15 – 10:20 AM | General Session | Saratoga 3
- Welcome
Kathryn M. Maloney, Chair, NYBA Trust & Investment Division; Senior Vice President and Trust Services Director, Orange Bank & Trust Company
Michael P. Smith, President & CEO, New York Bankers Association
- ESG Investing
Kary Lechner Moore, Senior Corporate Counsel and Vice President, Federated Investors, Inc.
- Washington Developments: Tax Law Changes, OCC Rulemaking and other Federal Topics
Phoebe Papageorgiou, Vice President, Trust Policy, American Bankers Association
10:20 – 10:40 AM | Refreshment Break| Saratoga 1&2
Refreshment Break compliments of Vanguard
10:40 AM – 12:00 PM | General Session | Saratoga 3
- New York State Legislative Update and Political Environment
Clare M. Cusack, General Counsel, New York Bankers Association
Jill T. Sandhaas, Esq., Shenker Russo & Clark LLP
12:00 – 1:10 PM | Lunch | Saratoga 1&2
1:10 – 2:30 PM | General Session | Saratoga 3
- Using Business Intelligence to Find our Future Clients
Peter G. Pangis, Moderator; Managing Director, Market Trust Executive, Bank of America Private Bank
John M. Dowd, Chief Executive Officer, Fiduciary Trust Company International
Timothy L. Brenner, Executive Vice President and President, Wealth Management, NBT Bank
E. Loyd Pohl, Chief Executive Officer, Pohl Consulting and Training, Inc.
2:30 – 2:50 PM | Refreshment Break| Saratoga 1&2
2:50 – 3:50 PM | Breakout Sessions
- Meeting and Understanding the Nontraditional Needs of Trust Beneficiaries | Broadway 1&2
Tara Anne Pleat, Esq., Wilcenski Pleat Law
- International Clients | Saratoga 3
Gerard F. Joyce, Jr., Managing Director, National Head of Trusts & Estates, Fiduciary Trust Company International
4:00 – 4:50 PM
- Government Relations Primer for Emerging Leaders | Saratoga 3
New York Bankers Association
Megan Rowan McGovern, Deputy General Counsel & Vice President, Government Relations, New York Bankers Association
Jill T. Sandhaas, Esq., Shenker Russo & Clark LLP
6:00 – Meet in Hotel Lobby
Buses depart for Saratoga National Golf Club
6:30 – 9:00 PM | Reception and Dinner at Saratoga National Golf Club
Reception compliments of Federated Investors
Music by Saratoga Sound
Friday, September 27
7:00 – 7:55 AM | Breakfast | Saratoga 1&2
8:00 – 8:55 AM | General Session | Saratoga 3
- The New Frontier of Cybersecurity
Gary J. Sorrentino, Managing Director, Asset & Wealth Management, J.P. Morgan
9:00 – 10:30 AM | General Session | Saratoga 3
- Value Proposition for Trust Professionals in the Future
Brian Howard, Moderator; President, Tompkins Financial Advisors
Jennifer Alfieri, Esq., Chief Fiduciary Officer, Tompkins Financial Advisors
Sam Guerrieri, Executive Vice President, Wealth Management, Canandaigua National Bank & Trust
Amy K. Boyd Ertel, Esq., CTFA, Vice President, Trust Officer, Canandaigua National Bank & Trust
Nadja Steve, Executive Director, Regional Trust Team Leader, J.P. Morgan Private Bank
- Financial Planning Panel
Sam Guerrieri, Moderator; Executive Vice President, Wealth Management, Canandaigua National Bank & Trust
Maria Caton, Director of Financial Planning, Canandaigua National Bank & Trust
Drew Clark, Vice President, Senior Financial Planner, NBT Wealth Management
Rocky Fittizzi, Senior Vice President, Bank of America Private Bank
Kathy Dordick, Senior Consultant, Spectrem Group
10:30 – 11:30 AM | General Session|Saratoga 3
- Investments Panel: Multi-Factor Funds
Kenneth J. Entenmann, Moderator; Senior Vice President, Chief Investment Officer and Head of Wealth Management, NBT Bank
Rob Carlen, Senior Vice President, Sr. Relationship Manager – Investment Solutions, Northern Trust
Abdur Nimeri, Head of Institutional Multi-Asset Programs, Northern Trust, Northern Trust
11:30 – 11:45 AM | General Session|Saratoga 3
General Business/ Election of Officers/ Closing
11:45 AM | Conference Adjourns