Conference Materials

2023

Fiduciary Executive Panel - Current Events and Trends in Personal Trust

Tuesday, May 2, 2023 9:15 AM - 10:15 AM

Speakers

Gabrielle Bailey
Holly Bailey
Patrick Renaud
David Villwock
David Williams

Session Description

Hear from four senior fiduciary executives from different organizations and lines of defense on current topics affecting the Personal Trust industry. Topics covered will include regulatory changes, examination trends, cryptocurrency developments, state trust code developments and post-pandemic changes to trust departments. This session will be moderated and the panel will take questions from attendees.

Session Material

Session Material