Conference Materials

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Thursday, September 18th, 2025
9:00am – 10:30am
Session I: Keynote Address: Economic Outlook
Alicia Levine – Chief Economist at BNY Melon

10:45am – 11:45am
Session 2: Exit Ready: Strategic Planning for Business Transitions 
Moderated by: Todd Feintuch
Attorney: Jordan Chilsom - Cozen O’Connor
CPA: Ian Goldberger - Kaufman Rossin

1:30pm – 2:30pm
Session 3:  Regulator Priorities- Insight and Hot Topics
Moderated by: Ann Michelle Palecki
Thomas Belcher – FDIC
Marcey Hoelting – OCC
Gus Mueller – FRB
David Proano – OFR

2:45pm – 3:45pm
Session 4: Stablecoin | Genius Act
Mariah Rodriguez – BDO, USA

4:00pm – 5:00pm
Session 5: Charitable Planning
Cristin Keane – Trenam Law

Friday, September 19th, 2025
9:00am – 10:00am
Session 6: Trust and Estate Law Legislative Updates
Handout
Travis Hayes, Gunster

10:30am – 11:30am
Session 7: AI and the Future of Wealth Management Services
David Peterson  - FNBB

11:30am-12:30 pm
Session 8: Ethics in Wealth Management 
Handout
Adam Goldberg - Revis, Hervas and Goldberg P.A.

12:30pm
Closing Remarks