Thank you for joining us at the 2025 Trust & Wealth Management Conference! We look forward to seeing you next year, from September 29 to 30, 2026, at the Renaissance Orlando at SeaWorld in Orlando. Stay tuned for more details coming soon.
Elevate Your Practice: Where Trust, Wealth & Legal Expertise Meet
Join top minds in banking, law, and wealth management for two impactful days of advanced learning at Florida’s leading trust and wealth conference. Designed for trust officers, estate planning attorneys, RPPTL members, financial advisors, RIAs, and trust department leaders, this event delivers strategic insights and real-world solutions to today’s most complex industry challenges.
Join top minds in banking, law, and wealth management for two impactful days of advanced learning at Florida’s leading trust and wealth conference. Designed for trust officers, estate planning attorneys, RPPTL members, financial advisors, RIAs, and trust department leaders, this event delivers strategic insights and real-world solutions to today’s most complex industry challenges.
OPENING KEYNOTE:
RESILIENT IN REGIME CHANGE
Alicia Levine, Head of Investment Strategy and Equities, BNY Wealth
Despite a year of volatility, uncertainty, and concerns of a recession, the economy and stock market has held up and remained resilient. As the global economy undergoes structural shifts and concerns about trade, debt, and inflation linger, markets continue to question if this resiliency can persist. We think the answer is yes.
This session will outline how U.S. exceptionalism—driven by productivity, innovation, and resilient consumer demand—continues to support stronger earnings and economic growth relative to the rest of the world. While global equities have broadly rallied in 2025, U.S. performance is regaining leadership, underpinned by robust corporate margins, accelerating AI-driven investment, and policy incentives that strengthen supply chains and cyclical sectors. Despite risks from inflation, geopolitics, and seasonal volatility, fundamentals remain constructive: earnings growth is accelerating, valuations are supported by historically high margins, and consumer activity remains steady. While selective opportunities exist internationally, the U.S. is expected to remain the strategic leader in the next cycle. The key message is that markets ultimately follow earnings, not headlines, and that staying invested and diversified remains the most reliable path forward.
RESILIENT IN REGIME CHANGE
Alicia Levine, Head of Investment Strategy and Equities, BNY Wealth
Despite a year of volatility, uncertainty, and concerns of a recession, the economy and stock market has held up and remained resilient. As the global economy undergoes structural shifts and concerns about trade, debt, and inflation linger, markets continue to question if this resiliency can persist. We think the answer is yes.
This session will outline how U.S. exceptionalism—driven by productivity, innovation, and resilient consumer demand—continues to support stronger earnings and economic growth relative to the rest of the world. While global equities have broadly rallied in 2025, U.S. performance is regaining leadership, underpinned by robust corporate margins, accelerating AI-driven investment, and policy incentives that strengthen supply chains and cyclical sectors. Despite risks from inflation, geopolitics, and seasonal volatility, fundamentals remain constructive: earnings growth is accelerating, valuations are supported by historically high margins, and consumer activity remains steady. While selective opportunities exist internationally, the U.S. is expected to remain the strategic leader in the next cycle. The key message is that markets ultimately follow earnings, not headlines, and that staying invested and diversified remains the most reliable path forward.
EXIT READY: STRATEGIC PLANNING FOR BUSINESS TRANSITIONS
FIRESIDE CHAT
Moderated by: Todd Feintuch
Jordan Chisolm, Attorney, Cozen O'Connor
Ian Goldberger, CPA, Kaufman Rossin
Join two seasoned deal professionals for a dynamic fireside chat moderated by Todd Feintuch, Conference Co-Chair and Chief Wealth Advisor at Seacoast Bank. This session will unpack the essential steps business owners and executives should take in the two years leading up to a strategic acquisition or investment. Drawing from real-world experience, the panelists will share best practices and cautionary tales that illuminate the legal and financial complexities of sell-side preparation. Topics will include risk mitigation, due diligence, and how thoughtful planning can dramatically improve deal outcomes. Attendees will walk away with actionable insights into the M&A process, key transaction documents, and emerging trends in private company deals.
FIRESIDE CHAT
Moderated by: Todd Feintuch
Jordan Chisolm, Attorney, Cozen O'Connor
Ian Goldberger, CPA, Kaufman Rossin
Join two seasoned deal professionals for a dynamic fireside chat moderated by Todd Feintuch, Conference Co-Chair and Chief Wealth Advisor at Seacoast Bank. This session will unpack the essential steps business owners and executives should take in the two years leading up to a strategic acquisition or investment. Drawing from real-world experience, the panelists will share best practices and cautionary tales that illuminate the legal and financial complexities of sell-side preparation. Topics will include risk mitigation, due diligence, and how thoughtful planning can dramatically improve deal outcomes. Attendees will walk away with actionable insights into the M&A process, key transaction documents, and emerging trends in private company deals.
REGULATOR PRIORITIES - INSIGHT AND HOT TOPICS
Moderated by: Ann Michelle Palecki, Vice President, Government Affairs, Florida Bankers Association
FDIC: Thomas Belcher | OCC: Marcey Hoelting | FRB: Gus Mueller | OFR: David Proano
This panel will provide participants with timely insights into upcoming regulatory priorities and examination trends. Regulators will share perspectives on emerging hot topics, recent policy developments, and common challenges observed during examinations. The discussion will help attendees better understand how supervisory expectations are evolving and how those changes may affect their institutions in the year ahead. Participants will gain practical guidance on preparing for examinations, strengthening compliance and risk management programs, and engaging effectively with examiners.
Moderated by: Ann Michelle Palecki, Vice President, Government Affairs, Florida Bankers Association
FDIC: Thomas Belcher | OCC: Marcey Hoelting | FRB: Gus Mueller | OFR: David Proano
This panel will provide participants with timely insights into upcoming regulatory priorities and examination trends. Regulators will share perspectives on emerging hot topics, recent policy developments, and common challenges observed during examinations. The discussion will help attendees better understand how supervisory expectations are evolving and how those changes may affect their institutions in the year ahead. Participants will gain practical guidance on preparing for examinations, strengthening compliance and risk management programs, and engaging effectively with examiners.
STABLECOINS & THE GENIUS ACT: NAVIGATING INNOVATION, REGULATION & FINANCIAL CRIME RISKS
Mariah Rodriguez, Managing Director; AML Compliance, BDO, USA
Stablecoins are quickly moving into mainstream finance, and the GENIUS Act could redefine how banks and wealth managers engage with them. In this session, Mariah Rodriguez, Managing Director at BDO and financial crimes expert, will break down the coming compliance expectations, regulatory shifts, and financial crime risks, giving you clear takeaways to stay ahead in the digital asset space.
Mariah Rodriguez, Managing Director; AML Compliance, BDO, USA
Stablecoins are quickly moving into mainstream finance, and the GENIUS Act could redefine how banks and wealth managers engage with them. In this session, Mariah Rodriguez, Managing Director at BDO and financial crimes expert, will break down the coming compliance expectations, regulatory shifts, and financial crime risks, giving you clear takeaways to stay ahead in the digital asset space.
CHARITABLE PLANNING
Cristin C. Keane, Shareholder, Trenam Law
This session will cover practical and actionable planned giving strategies that can be useful in advising clients who wish to leave a philanthropic legacy, including a discussion of the latest tax developments affecting charitable organizations and charitable giving. Understanding a variety of charitable giving strategies is key to providing tailored advice to high-net-worth individuals and families to achieve their financial and philanthropic goals while maximizing impact and considering tax advantages and family dynamics.
Cristin C. Keane, Shareholder, Trenam Law
This session will cover practical and actionable planned giving strategies that can be useful in advising clients who wish to leave a philanthropic legacy, including a discussion of the latest tax developments affecting charitable organizations and charitable giving. Understanding a variety of charitable giving strategies is key to providing tailored advice to high-net-worth individuals and families to achieve their financial and philanthropic goals while maximizing impact and considering tax advantages and family dynamics.
TRUST AND ESTATE LAW LEGISLATIVE UPDATES
Travis Hayes, Shareholder, Gunster
This session provides an overview of recent legislative and regulatory changes impacting trust and estate law. Participants will gain insight into how new laws, court decisions, and policy developments may affect estate planning, fiduciary responsibilities, and the administration of trusts and estates.
Travis Hayes, Shareholder, Gunster
This session provides an overview of recent legislative and regulatory changes impacting trust and estate law. Participants will gain insight into how new laws, court decisions, and policy developments may affect estate planning, fiduciary responsibilities, and the administration of trusts and estates.
AI & THE WEALTH INDUSTRY
David L. Peterson, Chief Innovation Officer, First National Bankers Bank
As we head in the 2nd half of 2025, many financial institutions have yet to apply creativity and innovation to all areas of the enterprise. Factors such as the advancement of technology including AI, demographic trends and the continued marketing assault by non-banks suggests that innovative changes will be needed to ensure long term profitability and relevance. This is especially true of Wealth Management / Trust services. If you knew exactly who your customers would be and their unique expectations, it would be relatively easy to plan for the rollout of wealth services that directly appeal to that demand.
The intelligent and strategic use of AI will be a key element to future success. FNBB’s Chief Innovation Officer David Peterson will provide an informative and eye-opening look at what technology is likely to be on the near horizon and describe the actions that would be strategic for a financial institution to take an innovative approach to satisfying future customer expectations.
David L. Peterson, Chief Innovation Officer, First National Bankers Bank
As we head in the 2nd half of 2025, many financial institutions have yet to apply creativity and innovation to all areas of the enterprise. Factors such as the advancement of technology including AI, demographic trends and the continued marketing assault by non-banks suggests that innovative changes will be needed to ensure long term profitability and relevance. This is especially true of Wealth Management / Trust services. If you knew exactly who your customers would be and their unique expectations, it would be relatively easy to plan for the rollout of wealth services that directly appeal to that demand.
The intelligent and strategic use of AI will be a key element to future success. FNBB’s Chief Innovation Officer David Peterson will provide an informative and eye-opening look at what technology is likely to be on the near horizon and describe the actions that would be strategic for a financial institution to take an innovative approach to satisfying future customer expectations.
ETHICS IN WEALTH MANAGEMENT
Dr. Adam Scott Goldberg, J.D., LL.M, ED.D, Revis, Hervas and Goldberg P.A.
This session will explore the duties of a fiduciary, breaches of those duties, and how to protect the fiduciary from liability. We also explore ethical choices the trust officer must make and the importance of those choices for the trust officer personally and for the corporate fiduciary as an institution.
Dr. Adam Scott Goldberg, J.D., LL.M, ED.D, Revis, Hervas and Goldberg P.A.
This session will explore the duties of a fiduciary, breaches of those duties, and how to protect the fiduciary from liability. We also explore ethical choices the trust officer must make and the importance of those choices for the trust officer personally and for the corporate fiduciary as an institution.
Hotel
Good news! Our hotel room block deadline has been extended. Continue booking past August 15th until all rooms are reserved.
Ritz-Carlton Fort Lauderdale
1 North Fort Lauderdale Beach Blvd
Fort Lauderdale, FL 33304
Book your group rate!
Please call the hotel directly to secure your room reservations. Make sure to mention that you are with the Florida Bankers Association Annual Trust Conference to receive the room rate of $319++ per night, plus applicable taxes and $30 per room, per night, resort fee. The deadline for reserving your room at this rate is August 15, 2025, or when no more rooms are available. Any reservations requests made after that date will be accepted on a space and rate available basis. Please note, you must make your own reservations with the hotel as registering for the event through the FBA does not include a room reservation.
1 North Fort Lauderdale Beach Blvd
Fort Lauderdale, FL 33304
Book your group rate!
Please call the hotel directly to secure your room reservations. Make sure to mention that you are with the Florida Bankers Association Annual Trust Conference to receive the room rate of $319++ per night, plus applicable taxes and $30 per room, per night, resort fee. The deadline for reserving your room at this rate is August 15, 2025, or when no more rooms are available. Any reservations requests made after that date will be accepted on a space and rate available basis. Please note, you must make your own reservations with the hotel as registering for the event through the FBA does not include a room reservation.
Registration
*Non-members are not able to register through the FBA Members Only portal, please fill out and submit a Non-Member Registration Form.
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Conference Flow
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Wednesday, Sept. 17
3:00 pm Exhibitor Set-up 4:00 pm Trust Executive Committee Meeting |
Thursday, Sept. 18
8:00 am-9:00 am Registration Desk Open | Continental Breakfast 9:00 am- 5:00 pm Conference Day 1 5:00 pm-6:00 pm Reception Dinner on Your Own |
Friday, Sept. 19
8:00 am-9:00 am Breakfast Buffet 9:00 am-12:30 pm Conference Day 2 |
CONFERENCE CO-CHAIRS: Todd Feintuch EVP, Wealth Management Seacoast Bank Candace Marshall Senior Trust Advisor, Vice President, Southeast Division, Wealth & Investment Management, Wells Fargo Bank, N.A. |
CE Credits
The 66th Annual Trust & Wealth Management Conference is currently under review for continuing education credit approval.
The following credits have been approve by the various accrediting entities for the 2025 conference:
The Florida Bar: General: 6.5 credits; Ethics: 1.0 credit, Technology: 2.5 credits; Business Litigation Certification: 6.5 credits
CFP Board: 9.5 CE credits will be granted by CFP Board upon successful completion of the Program.
ABA: 9.0 CFTA credits; 3.75 CRCM credits; 2.5 CCTS credits; 1.25 CRSP credits; ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry.
The 66th Annual Trust & Wealth Management Conference has been approved for the above listed credit hours. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com.
The following credits have been approve by the various accrediting entities for the 2025 conference:
The Florida Bar: General: 6.5 credits; Ethics: 1.0 credit, Technology: 2.5 credits; Business Litigation Certification: 6.5 credits
CFP Board: 9.5 CE credits will be granted by CFP Board upon successful completion of the Program.
ABA: 9.0 CFTA credits; 3.75 CRCM credits; 2.5 CCTS credits; 1.25 CRSP credits; ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry.
The 66th Annual Trust & Wealth Management Conference has been approved for the above listed credit hours. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com.
Sponsorship & Tradeshow Opportunities
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Contact: Annie Coldstream
Email: [email protected] |