Book a Room at Hyatt Regency Coconut Point
Join us at the Hyatt Regency Coconut Point in Bonita Springs, FL, October 18-21. You can book a room with special pricing at the hotel for the duration of the conference.
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Agenda
6 p.m.
Welcome Reception — Sponsored by Fifth Third Institutional Trust & Custody
Join us for cocktails and hors d’oeuvres.
8 a.m.
Breakfast — Sponsored by CAPIS
9 a.m.
General Session — Accutech State of the Union
Presented by Adam Unger, President, Accutech Systems
10 a.m.
Introduction of Vendors/Logistics
10:30 a.m.
Refreshment Break — Sponsored by Federated Hermes
11 a.m.
General Session — “Markets are Changing, Are You Transforming With Them?”
Presented by Mike Tropeano, Broadridge
Consumer demands and market dynamics are causing wealth management firms to re-think how they are doing business. This includes their business model and expanding services they offer to better compete with new market participants.
Noon
Lunch — Sponsored by Chicago Clearing
1 p.m.
General Session — “Crypto 101-An Introduction”
Presented by Jody Mettler, President, BitGo Trust
2 p.m.
Break
3 p.m.
Breakout Session, Executive Track — “Current State of the Economy and an Outlook for the Fixed Income Markets”
Presented by Alan Kort, CFA, Senior Fixed Income Portfolio Manager, MainStreet Advisors
Breakout Session, Investment Track — “Best Practices for Onboarding, New Tools and Technologies”
Presented by Craig Apfel, R.J. Ippoldo, and Ryan Feeley, all of Addepar
Technology has been transforming the business of investing and wealth management, empowering organizations by unlocking new insights about past performance, current positioning and future trajectories. Staying ahead of emerging trends can help a firm jump ahead of the competition, as your clients look to you to be an expert on all the opportunities the market presents.
Despite this pace of innovation, a majority of advisors are still struggling to understand and appreciate the inherent value of these new technologies and how they can transform their experience and deliver more actionable results for their clients.
Breakout Session, Operations Track — “Cheetah Configurations, Building Blocks to a Solid Foundation”
Presented by Iris Lewis-Beasley and Kelly Waugh, Wealth Management Consultants, Accutech Systems
4 p.m.
Breakout Session, Executive Track — “Obtaining Optimal Risk Adjusted Revenue”
Presented by Donald F. Moore Jr., CEO, Bearmoor LLC
In the Noninterest Income environment, fiduciary revenue is a significant component. The “hunt” for optimal revenue in a risk-adjusted arena requires a consistently applied process using both quantitative and qualitative metrics. During this session Don will discuss a proven process for tracking, locating, and capturing additional fiduciary revenue while at the same time reducing overall risk and improving efficiency.
Breakout Session, Investment Track — “Dazzle Prospects with Accutech’s New Proposal Generator”
Presented by Scott Meyer, Product Manager, Accutech Systems
Breakout Session, Operations Track — “Improved Decision Making through Data”
Presented by Craig Bushong, Senior Solutions Architect, Accutech Systems
Business Intelligence is critical to any firm’s success. Craig will share how to leverage Insights and demonstrate our new Query Builder solution, a solution that allows for mining critical Cheetah data.
6 p.m.
Dinner — Sponsored by Broadridge Financial Solutions Inc.
8 p.m.
Cornhole & Cocktails —Sponsored by R&T/Total Bank Solutions
7 a.m.
Breakfast
8:30 a.m.
Keynote: “One Step at a Time” — Sponsored by First Rate Inc.
Presented by Josh Bleill, inspirational speaker
An Inspirational speaker who touches on the highs and lows, the challenges, and the motivation to keep moving forward — One Step at a Time.
9:30 a.m.
General Session — “The Art of Creating Emotionally Connected Clients”
Presented by Brendan Frazier, Wired Planning
Research shows that emotionally-connected clients pay more, refer more, consolidate assets, and follow through on advice. In other words, they’re ideal clients.
10:30 a.m.
Break — Sponsored by FCI Advisors
11 a.m.
Breakout Session, Executive Track — “Trends, Tailwinds, and Challenges”
Presented by Michael Dixon, Director of Organizational Development, Pohl Consulting & Training Inc.
What are the important metrics in our industry? What can these metrics tell us? How can we assess where we are and what we need to do next, to maximize our revenue and its growth? Using statistics from TRUSTCOMPARE®, PRICECOMPARE™, and COMPCOMPARE™ services, Michael will share his perspectives on the industry, where it is and where it is headed. Analysis like this is critical for any team seeking real change, and especially at this time when the broad market has forced us to rethink strategies that were great in the perpetual up-market, but may not serve us as well now.
Breakout Session, Investment Track — “Cash Alternatives in a Rising Rate Environment”
Presented by Kevin Bannerton, Partner at TBS and Head of Product
As summer draws to a close, markets are being shaped by high inflation, volatility, and the drawdown of liquidity. For cash investors, this likely means earning higher interest rates, but questions remain about future rate increases and what will happen when the tightening cycle ends. For banks, this means an increased demand for loans and a decrease in deposit funding to support lending.
For cash investors, we will review how market dynamics have impacted short-term deposit rates and will likely create opportunities through higher spreads as the current tightening cycle ends and the yield curve normalizes. For banks, we will discuss strategies to mitigate deposit funding gaps, such as reciprocal deposit programs and cash deposit sweep programs.
Breakout Session, Operations Track — “Gain Efficiencies Through Cheetah Imports”
Presented by Iris Lewis-Beasley and Kelly Waugh, Wealth Management Consultants, Accutech Systems
Noon
Lunch — Sponsored by New Edge Capital Group/Mid Atlantic American Trust
1 p.m.
Breakout Session, Executive Track — “80% of a Company’s Challenges Are People-Related, Culture Index Helps Clarify and Solve People Challenges”
Presented by Patrick McHale, Culture Index LLC
The core strategy behind every successful company is that they are built with, through and by their greatest asset — people. Culture Index is about building a winning people strategy, by using analytics over gut instinct. Has your gut always been right? Culture Index provides a clear understanding of the difference between people and how to best lead, direct, manage, motivate, and mentor individuals. Winning in business is all about finding, developing and keeping your great people – Culture Index clarifies, using analytics and data, who is the right person for the right seat on YOUR bus.
Breakout Session, Investment Track — “Top 10 Insights to Master The Human Side of Advice”
Presented by Brendan Frazier, Founder, Wired Planning
The top 10 practical ways advisors can embed behavior and psychology into their practice, process, and conversations.
Breakout Session, Operations Track — “Hot Topics in Trust Regulation”
Presented by Becky Kelly & Roger Pond, Fiduciary Education Center
Becky and Roger will cover regulatory issues and focuses for 2023.
2 p.m.
Breakout Session, Executive and Investment tracks — The Practical Problems with ESG in Wealth Management & What Can be Done About Them
Presented by Kendrick Wakeman, CFA, Board Advisor, First Rate Ventures & Managing Partner, qSpur Consulting
There has been a great deal of discussion about how offering an ESG filter on client assets is becoming more important from a practice management standpoint. However there has been little to no discussion around some of the practical problems of deploying ESG to Trust clients. Let’s get those issues on the table and talk about mitigation strategies.
Breakout Session, Operations Track — “How Agility Wins: Techniques from the Software World to Enhance your Business”
Presented by Valerie Hurwitz, Manager, Development, Accutech Systems
3 p.m.
Break — Sponsored by MainStreet Advisors
3:30 p.m.
Breakout Session, Executive Track — “Crypto 201: How Do We Use It”
Presented by Jody Mettler, President BitGo Trust
Breakout Session, Investment Track — “Cheetah Investment Functionality”
Presented by Matt Garrett and Scott Meyer, Product Managers, Accutech Systems
Matt and Scott will highlight Cheetah’s investment functionality.
Breakout Session, Operations Track — “Cheetah Client Panel”
Presented by Various Clients and Accutech Staff
Matt and Scott will highlight Cheetah’s investment functionality.
7:30 a.m.
Breakfast
8:30 a.m.
General Session — “Taxes”
Presented by Doug Hart, Managing Partner, Trust Processing Solutions, and Tim Varner, Operations Manager, Wolters Kluwer CCH Trust US
9:30 a.m.
Break
9:45 a.m.
General Session — “Topics in Trust & Wealth Management”
Presented by Becky Kelly & Roger Pond, Fiduciary Education Center
We will open the floor to discuss the various changes you may be facing with today’s regulations.
Continuing Education Credits
ABA credits are as follows:
- Certified Regulatory Compliance Manager (CRCM): 3.25 credits available.
- Certified Securities Operations Professional (CSOP): 9.5 credits available.
- Certified Trust and Fiduciary Advisor (CTFA): 14.5 credits available.
- Certified Corporate Trust Specialist (CCTS): 6.25 credits available.
ATOP credits are as follows:
- Systems: 5.75 credits available.
- Tax: 1.25 credits available.
- Audit/Compliance/Regulatory: 2.5 to 6.25 credits available.
- Other: 1.25 to 5.75 credits available.
More detailed information about which sessions offer which credits is available in the information sheet. You can use the information sheet to plan out your Hunt.