Annual Trust & Investment Conference 2019 | New York Bankers Association | 25 September 2019 | The Saratoga Hilton, 534 Broadway, Saratoga Springs, NY 12866, USA

Join leading experts and your New York colleagues to discuss ways to position your firm and advise clients during uncertain market and economic conditions. Explore major trends impacting the future of the wealth management business and how best to meet new challenges.
The 73rd Annual Trust & Investment Conference will draw trust, investment and wealth management professionals from banks and trust companies throughout New York State, as well as industry vendors, attorneys and investment advisers.

Topics (more to be announced)
• ESG Investing
• Political Environment and New York State Legislative Update
• Tax Law Changes
• Business Intelligence: How Do We Find and Market to Our Future Clients?
• Information Security
• International Clients
• Panels on Investments and Financial Planning
• Meeting and Understanding the Nontraditional Needs of Trust Beneficiaries
• …and more to come!

2019 Speakers

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

Kary Lechner Moore
Senior Corporate Counsel and Vice President, Federated Investors, Inc.

Phoebe Papageorgiou
Vice President, Trust Policy, American Bankers Association

Clare M. Cusack
General Counsel, 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

Peter G. Pangis
Managing Director, Regional Trust Executive, Bank of America Private Bank

Timothy L. Brenner
Executive Vice President and President, Wealth Management, NBT Bank

E. Loyd Pohl
Chief Executive Officer, Pohl Consulting and Training, Inc.

Tara Anne Pleat
Esq., Wilcenski Pleat Law

Gerard F. Joyce, Jr.
Managing Director, National Head of Trusts & Estates, Fiduciary Trust Company International

Gary J. Sorrentino
Managing Director, Asset & Wealth Management, J.P. Morgan

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

Brian Howard
President, Tompkins Financial Advisors

Jennifer Alfieri
Esq., Chief Fiduciary Officer, Tompkins Financial Advisors

Nadja Steve
Executive Director, Regional Trust Team Leader, J.P. Morgan Private Bank

Sam Guerrieri
Moderator; Executive Vice President, Wealth Management, 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

Kenneth J. Entenmann
Moderator, Senior Vice President, Director of Wealth Management and Chief Investment Officer, 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

2019 Sponsors

• Broadridge Finanical Solutions, Inc
• Federated
• Fi-Tek, LLC
• Orange Bank & Trust Company
• Vanguard