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
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
- Hot Buttons for Fiduciaries - William Ray, Watkins & Eager
- 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).
William Ray
William Ray has practiced law at the firm for over thirty years. His practice focuses on commercial litigation and arbitration, including representation of banks, securities brokers, financial advisors, insurance companies, and fiduciaries. William has served as lead counsel in defending class actions in Mississippi and elsewhere.
William has also served as a securities arbitrator for FINRA, and obtained his mediator certification from the Duke University Private Adjudication Center in 2002. He was appointed by the Mississippi Secretary of State to the task force that drafted the current version of the Mississippi Securities Act, and served as chair of that task force's subcommittee on fraud and civil liability.
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_____________________________________