Meeting Binders Sponsored by: Tucker Arensberg, P.C. Wednesday, Oct. - - PDF document

2014 PBA WEALTH MANAGEMENT & TRUST CONFERENCE & EXHIBITION October 29 – 31, 2014 Hershey Lodge & Convention Center

Meeting Binders Sponsored by: Tucker Arensberg, P.C.

Wednesday, Oct. 29, 2014 *2 p.m. – 4 p.m. Pre-Conference………………………………….Cocoa Suite 2,3,4 Staying Ahead of the Client Experience: Industry Trends and Market Updates - 2.5 CTFA-FID / 2 CPE David Bell Executive Vice President Cannon Financial Institute, Inc. Athens, GA 4 p.m. Registration……………………………………Registration Office 4 p.m. – 6 p.m. Exhibit Hall Opens………………………….Great Hall: Blue Room Opening Cocktails……………………………Great Hall: Blue Room Thursday, Oct. 30, 2014 7:30 a.m. Registration……………………………………Exhibit Registration Desk Continental Breakfast………………………..Great Hall: Blue Room

Sponsored by: BOK Financial - Booth #11

8 a.m. Welcome………………………………………..Trinidad Room Michael J. Torbert Conference Chairman Vice President National Penn Investors Trust Company Allentown, PA 8:30 a.m. General Session…………………………………Trinidad Room Let Go, Just Let it Go Kent Rader Kent Rader Speaks, LLC Liberty, MO

9:30 a.m. General Session…………………………………Trinidad Room Regulatory and Legislative Update – 1CFP/ 1.25 CTFA – FID / 1 sub CLE /1 CPE Raymond P. Pepe, Esquire & Andrew Gespass, Esquire K & L Gates LLP Harrisburg, PA 10:30 a.m. – 11 a.m. Visit Exhibit Hall & Refreshment Break…..Great Hall: Blue Room

Sponsored by: Fidelity Investments - Booth #5

11:10 a.m. Concurrent Sessions

1)

Special Needs Trust - Trinidad Room 1CFP/ 1.25 CTFA – FID / 1 sub CLE /1 CPE Dennis McAndrews, Esquire Shareholder McAndrews Law Offices Berwyn, PA

2) Financial Exploitation/Abuse of the Vulnerable Elderly–

Magnolia AB 1CFP/ 1.25 CTFA – FP / 1 sub CLE /1 CPE Anita L. Pitock, JD, BSN, RN Lowenthal & Abrams, PC Bala Cynwyd, PA

3)

The Affordable Care Act and Its Implications for Fiduciaries – Magnolia CD 1CFP/ 1.25 CTFA – FP / 1 sub CLE /1 CPE Patti S. Spencer, Esquire Spencer Law Firm Lancaster, PA 12:15 p.m. Luncheon………………………………………….....Aztec Room

Sponsored by: PBA Services Corporation (PBASC)

PBA Trust School Update - Phyllis Harmon, Director, PBA Trust School, COO & Director of Personal Trust, LeTort Management & Trust Company PBA Update William C. Marsh, CPA, PBA Chairman, Chairman, President & CEO The Farmers National Bank of Emlenton 1:30 p.m. Concurrent Sessions

1)

The Role of Your Trust Department as a Retirement Plan Fiduciary - Trinidad Room 1.25 CTFA – TAX / 1 sub CLE /1 CPE Drake D. Nicholas, Esquire Partner Rhoads & Sinon Harrisburg, PA

2)

Using a Donor Advised Fund to Better Serve Your Clients - Magnolia AB 1.25 CTFA – INV / 1 sub CLE /1 CPE David Durak Director of Giving American Endowment Foundation Hudson, OH

3) What to Do About Bonds – Magnolia CD

1 CFP/ 1.25 CTFA – INV / 1 sub CLE /1 CPE Ralph Divino Senior Vice President Voya Investment Management New York, NY 2:30 p.m. Visit Exhibit Hall & Dessert/Ice Cream Novelty Break… Great Hall: Blue Room

Sponsored by: Broadridge Financial Solutions - Booth #4

3 p.m. – 3:45 p.m. General Session………………………Trinidad Room Political Climate in Pennsylvania and the Nation 1 CTFA – FID / 1 CPE

• Dr. G. Terry Madonna

Director for the Center for Politics and Public Affairs Franklin & Marshall College, Floyd Institute of Public Affairs Lancaster, PA 3:45 p.m. – 4:45 p.m. General Session………………………Trinidad Room Global Economic Outlook 1 CFP/ 1.25 CTFA – INV / 1 CPE Brian Resnick, CFA Vice President - Global Wealth Management PIMCO New York, NY 4:45 p.m. – 5:45 p.m Reception & Entertainment……………Aztec Room

Sponsored by: Federated Investors, Inc. - Booth #2

Friday, Oct. 31, 2014 7:30 a.m. Registration……………………………………Exhibit Registration Desk Continental Breakfast………………………..Great Hall: Blue Room 8 a.m. Welcome…………………………………………Trinidad Room Michael J. Torbert Conference Chairman Vice President National Penn Investors Trust Company Allentown, PA 8:15 a.m. General Session…………………………………Trinidad Room The Fiduciary Services Industry – Leader in Establishing and Maintaining Ethical Standards 1 CFP / 1.25 CTFA – ETH/ 1 sub CLE /1 CPE William C. Ries, Esquire Tucker Arensberg, P.C. Pittsburgh, PA 9:20 a.m. Concurrent Sessions

1)

Tax Update – Magnolia CD 1 CFP / 1.25 CTFA – TAX / 1 sub CLE /1 CPE Vicky Ann Trimmer, Esq., CPA Persun & Heim, P.C. Mechanicsburg, PA

2)

Vendor Risk Management How Much Is Enough- Magnolia AB 1 CPE

• J. Michael Edison

Chief Executive Officer Fortrex Technologies, Inc. Fredrick, MD

3) Becoming a Resource Manager – Trinidad Room

1 CPE Jack Hubbard Chairman & Chief Sales Officer

• St. Meyer & Hubbard

Elgin, Illinois 10:30 a.m. Visit Exhibit Hall & Refreshment Break…....Great Hall: Blue Room Co-Sponsored by: Vanguard - Booth #36 & SunGard #12

11 a.m. Exhibitor Prizes………………………………..Trinidad Room 11:15 a.m. General Session………………………………..Trinidad Room Paperless, Purposeful Call Planning 1 CPE Jack Hubbard Chairman & Chief Sales Officer

• St. Meyer & Hubbard

Elgin, Illinois 12:45 p.m. Closing Remarks/Adjournment……………..Trinidad Room

Chocolate Give Away - Sponsored by: Proxytrust - Booth #29