2022 Trust Forum Presentations

Break

9:30 AM – 9:45 AM 9:45 AM – 10:45 AM

Illiquid Assets: The Hidden Half of Client Portfolios Brad Davidson, CEO, UA Central LLC Meeting Room: Ted Williams

Break

10:45 AM – 11:00 AM 11:00 AM – 11:45 AM

OFAC Sanctions Update (virtual) Jennifer White, Federal Reserve Bank Thomas Weldy, Federal Reserve Bank Meeting Room: Ted Williams

Lunch (on your own)

11:45 AM – 1:00 PM 1:00 PM – 2:00 PM

Federal Reserve Update Kendra Hartnett, Senior Manager Consumer Compliance Meeting Room: Ted Williams

Break

2:00 PM – 2:15 PM 2:15 PM – 3:15 PM

FDIC Update Thomas H. Belcher, Senior Examination Specialist Meeting Room: Ted Williams

Break

3:15 PM – 3:30 PM 3:30 PM – 4:30 PM

Cybersecurity Threat Briefing John Kim, FBI Assistant Special Agent-in-Charge Meeting Room: Ted Williams

Wednesday, November 9, 2022 8:00 AM – 8:30 AM

Breakfast Meeting Room: Luke Easter

Breakout Sessions & Sharing – What Interesting Items Are You Seeing? Joey Samowitz, CSBS Policy Development Manager Meeting Room: Ted Williams

8:30 AM – 9:30 AM

Break

9:30 AM – 9:45 AM 9:45 AM – 10:45 AM

Developing the Trust Examiner of the Future Sebastien Monnet, CSBS Vice President Learning & Development Meeting Room: Ted Williams Closing Remarks Sebastien Monnet, CSBS Vice President Learning & Development Meeting Room: Ted Williams

10:45 AM – 11:00 AM

Adjourn

11:00 AM