NYBA Essentials of Trust Administration | Pennsylvania Bankers Association | 3 June 2019 | DoubleTree by Hilton Hotel , 455 S Broadway, Tarrytown, NY 10591, USA

Essentials of Trust Administration provides a concentrated focus on the practical and technical aspects of trust administration for the corporate fiduciary. The course not only offers an essential foundation for those in the trust department, it also presents an excellent opportunity to cross-train employees in other areas who would benefit from a greater understanding of fiduciary concepts and procedures.

Participants will gain valuable knowledge:
• Develop a fuller understanding of fiduciary powers and state/federal laws governing trust administration
• Learn to recognize unique client situations and potential solutions
• Gain increased confidence in developing and maintaining strong client relationships
• Benefit from conversation with experienced fiduciary professionals

2019 Speakers

Blanche Lark Christerson
Managing Director, Deutsche Bank Trust Company, N.A.

Eskridge van N. Culver
Managing Director & Market Trust Director, U.S. Trust, Bank of America Private Wealth Management

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

Gregory C. Fornasar
Senior Vice President, Neuberger Berman Trust Company, N.A.

Kirsten Georges
Managing Director, Fiduciary Trust Company International

Laura Giella
Senior Vice President, Fiduciary Officer, Bessemer Trust Company, N.A.

Kathryn M. Maloney
Senior Vice President & Trust Services, Director, Orange Bank & Trust Company

Natalie McVeigh
Vice President, Family Dynamics Consultant, Wells Fargo Private Bank

Susan Hartley Moss
Senior Vice President, Senior Wealth & Fiduciary Advisor, EMM Wealth Management

Peter G. Pangis
Managing Director & Market Trust Executive, U.S. Trust, Bank of America Private Wealth Management

Vittorio F. Pavia
Senior Director, BNY Wealth Management

Raymond C. Radigan
Head of Private Trust, TD Bank Wealth Management

David S. Rowe
Former Senior Portfolio Manager & Senior Fiduciary Officer, BNY Mellon Wealth Management

Sue A. Simpson
Executive Director, JPMorgan Chase Bank, N.A.

David A. Wolkenbrod
Director, Deutsche Bank Trust Company, N.A.