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.
Welcome
- 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-19
COVID-19 poses an unprecedented trifecta of health, economic, and financial challenges, particularly in New York State. The implications for fiscal and monetary policy, as well as the investment landscape, will ripple long after a vaccine is available and the immediate crisis passes. Join us for a conversation about the risks and opportunities posed by the current economic and market environment.
- 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
Charities seeking to meet the need in our communities in the context of COVID-19 and national unrest might be faced with decreased funding, market volatility, and increased liquidity needs. This presentation will consider endowment access pursuant to NYPMIFA, the role of the NY Attorney General and related guidance, effective governance policies and procedures, and modifications in the tax code to encourage philanthropy.
- Kerri Mast, Wealth Planner and Regional Trust Head
Brown Brothers Harriman
Shining Light Through the Darkness: Planning Amid Uncertainty
The COVID-19 pandemic has stalled global economies, causing asset values and interest rates to plummet, and there is a pending election that could dramatically change the income and transfer tax landscape. Clients are fearful for their health and wealth, and of the uncertainty that lies ahead. The best estate planners can be a beacon of light during these dark times, providing wise counsel and devising plans that clients can act upon today. Give your clients the assurance they will survive these turbulent times, and even thrive by taking advantage of the current planning environment, the “expiring” provisions and anticipated tax law changes, all with a particular focus on clients living in New York State.
- 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
Why strike out when it comes to Cyber-attacks? Training and awareness can help you hit a home run. A virtual interactive session to empower you to be prepared to fight the battle against cyber criminals.
- Gary Sorrentino, Global Deputy CIO
Zoom Video Communications