2022 Wealth Management

The MBA Trust Committee Presents
2022 Wealth Management Conference
November 3 & 4
Hilton Hotel

Thursday, November 3

8:30 a.m.                     Registration and Continental Breakfast

9 – 9:15 a.m.               Welcome – Thad Campbell, MBA Trust Committee Chairman

                                    First Security Bank, Batesville

9:15 – 10:30 a.m.        State Update - Lt. Governor Delbert Hosemann invited

10:30 – 10:45 a.m.      Coffee and Conversation

                                    Exhibits Open

10:45 am - noon          Fraudsters Toolbox:  Targeting the Elderly

                                    Mike Burke, SHAZAM

Noon      Luncheon – Rhoshunda Kelly, Commissioner, Dept. of Banking

sponsored by Crews & Associates

1:30 – 2 p.m.               Exhibits Open

2 – 2:45 p.m.               Women & Wealth

                                    Ashley Ilardo, Dimensional Fund Advisors

2:45 – 3 p.m.               Coffee and Conversation –RIC Consulting

Exhibits Open

3 – 4:15 p.m.               Breakout Sessions

  1. MS Trust Laws – Attorney invited
  2. LA Trust Laws – Chris Holtzclaw, JD

Argent Financial Services

(meet in Lobby at 5:45 pm if you need a ride or would like to follow)

6 p.m.                          Cocktails and Dinner –Koestler Prime in Renaissance  

                                    Dinner sponsored by Federated Investors                             

Friday, November 4

8 a.m.                          Continental Breakfast

                                    Exhibits Open

8:30 – 9:45 a.m.          Washington Update

                                    Tim Keehan, American Bankers Association

9:45 – 10 a.m.             Coffee and Conversation

Exhibits Open

10 – 11:15 a.m.           “Hot in Here: Inflation’s Impact on the Markets”
Steve Chiavarone, Federated Hermes 

11:15 a.m.                   Business Session and Door Prizes

11:30 a.m.                   Adjourn

 

Speakers:

Mike Burke

Mike Burke is a veteran law enforcement professional with experience in criminal justice instruction, homeland security and fraud investigation. He guides SHAZAM clients to enhance their security measures and ensure regulatory compliance.

Steve Chiavarone

Steve Chiavarone is responsible for portfolio management and research in the global asset allocation area and is a portfolio manager of Federated Hermes Global Allocation Fund as well as Federated Hermes Engagement Portfolios. Steve is responsible for the formulation of Federated Hermes’ views on the economy, the financial markets and the fi rm’s investment positioning strategies as a member of both the Macro Economic Policy and the PRISM® Asset Allocation committees.  Steve is also responsible for bringing macroeconomic, investment strategy and product knowledge directly to clients in collaboration with the sales team.

He joined Federated Hermes in 2007 and has more than 15 years of industry experience. He previously worked at U.S. Trust/Bank of America Private Wealth Management as a project manager in the Office of the Investment Management COO.

Chris Holtzclaw

In his role as Chief Fiduciary Officer, Chris works with trust administrators and investment officers in Argent Trust’s western region, which includes Arkansas, Louisiana, Oklahoma and Texas, leading coordination with the wealth management division to ensure customers’ needs are met while maintaining profitability and adherence to regulations. Previously, Chris served as Corporate Counsel for Argent Financial Group, Inc. and Trust Officer in the Ruston, Louisiana office of Argent Trust Company. As Corporate Counsel, Chris provided legal support to the Argent family of companies.

Ashley Ilardo

Regional Director and Vice President Ashley Ilardo works with teams across the Global Client Group to deliver outstanding client experiences through Dimensional's specialty groups and communities. She is the leader of Dimensional's Women and Wealth Community, Dimensional's largest client community, which brings together advisors to better support women investors across different demographics and life stages. She also serves as Chair of the firm's Women's Inclusion Network.

In her career at Dimensional, Ashley has worked with some of Dimensional's largest and most complex client relationships as part of the Enterprise and Bank Trust Groups.

Prior to joining Dimensional, Ashley was an investment executive at National Securities, where she established and maintained relationships with high-net-worth individuals. She holds an MS in finance from the University of Texas at Austin and a BS in mathematics and economics from Adelphi University.

Tim Keehan
Timothy E. Keehan is Vice President & Senior Counsel at the American Bankers Association.  He works in the areas of trust and wealth management, fiduciary activities, investment funds and advice, and ERISA.  Prior to joining ABA in 2011, Tim was a Partner in the Banking and Finance Group at Mayer Brown LLP and a Partner in the Financial Regulatory Group at Latham & Watkins LLP. 

Tim received a B.A. in Government & Foreign Affairs from the University of Virginia (1984), a J.D. from the University of Virginia School of Law (1987) and an M.A. in Theological Studies from Reformed Theological Seminary (1995).

Hotel Information
Hotel reservations may be made by calling the Hilton Hotel at 601-957-2800. Please reference the Mississippi Bankers Association when making your reservation to get the special rate of $129 until October 13. The attendee is responsible for room payment including taxes and expenses.

More Information
Registration will begin at 8:30 am on November 3. If you need additional information, please contact Lori at the MBA Office by calling 601-948-6366 or by emailing lrichardson@msbankers.com.

Cancellation Policy
Full registration fee will be refunded if cancellation is received on or before October 27, 2022.  After that date, a $50 processing fee will be retained.  No refunds will be granted for cancellations made the day of the conference.  Substitutions are welcome at no extra charge.

 

Registration Form Wealth Management Conference

PLEASE DUPLICATE FORM 

BANK/COMPANY NAME:______________________________________________________

REGISTRANT NAME:__________________________________________________________

CELL NUMBER:_______________________________________________________________

EMAIL ADDRESS:_____________________________________________________________

Fee:  _____ $250 for Member Banks   _____ $500 for Non-Member Banks

PAYMENT:

_____ Please invoice (please pay by October 22)          

_____ Please charge my credit card below
(*please know a 4% convenience fee will be added)

____Please send an ACH form

 

TO REGISTER: Complete & Email to lrichardson@msbankers.com

QUESTIONS: Contact Lori Richardson by calling (601) 709-3736 or emailing at the address above.

 

Credit Card Information

Name on Bank Card_____________________________________________________________

Credit Card Number_____________________________________________________________

Expiration Date___________________________CVV_________________________________

Billing Zip Code_____________________________________