5:00 pm
Welcome Reception – Sponsored by Fifth Third

 

Join us for cocktails and hors d’ oeuvres in the Pergola at the Hyatt Regency hotel.

8:00 am
Regency AB
Breakfast – Sponsored by Mid-Atlantic Capital

 

9:00 am
Regency CD
General Session – “State of the Union and Product Road Map” 

 

Presented by Adam Unger, President, and Dan Wright, Executive Director Strategy, Accutech Systems

 

10:00 am
Regency CD
Introduction – Strategic Partners and Vendors

 

Presented by Dan Wright, Executive Director Strategy, Accutech Systems

 

10:30 am
Regency AB
Time with Strategic Partners and Refreshment Break

 

11:00 am
Regency CD
General Session – Industry Trends Driving Product Decisions
1.25 CTFA credits

 

Stephen Augstell, Senior Financial Planner and Wealth Advisor, Berkshire Bank, Jeremy Peterson, Regional Sales Manager and Bill Crouch, Regional Sales Manager, Accutech Systems

In this TED talk format, we will explore trends in financial planning, digital account opening and community outreach and Accutech’s response.

 

12:00 pm
Regency AB
Lunch – Sponsored by Chicago Clearing Corporation

 

1:00 pm
Regency CD
General Session – “What’s Next for Wealth Management: Transforming Your Ecosystem to Compete Today, Tomorrow and Beyond
1.25 CTFA and CRSP credits

 

Presented by Mike Tropeano, Senior Director, Broadridge Consulting Services

As we plan for the next normal, wealth managers continue to struggle with future proofing their ecosystems and becoming more nimble. The emergence of disruptive technologies, changes in client expectations, increased regulation and introduction of new asset classes have firms re- evaluating priorities and their approach. We will focus on market trends driving change and what clients are doing to transform rather than optimize.

 

2:00 pm
Time with Strategic Partners and Refreshment Break

 

Breakout Sessions

 

3:00 pm

Regency F
What is New in Cheetah
1.25 (S) ATOP credits
Presented by Craig Bushong, Project Manager, Accutech Systems

In this session, we will review the new functionality introduced in Cheetah.

 

Regency G
Digital Assets – Estate Planning

 

Presented by Evan Carroll, Author

Evan will help you add value for your clients by adding digital estate planning to your company’s toolbox. During the session, we will discuss the complexities of these new digital assets, the current legal landscape, and the best ways to manage them for your clients. You’ll leave with one more service that will help you provide more value to your clients and their families.

 

Regency D
Cheetah Fees & Reviews

 

Presented by Iris Lewis-Beasley, Wealth Management Consultant and Cheryl Pfenning, Wealth Management Consultant, Accutech Systems

The Review functionality in Cheetah provides a method of generating, analyzing, and storing reviews in an electronic manner. Join this session to learn more!

 

Breakout Sessions

 

4:00 pm

 

Regency F
What is New in Cheetah
1.25 (S) ATOP credits

 

Presented by Valerie Hurwitz, Manager of Development, Accutech Systems

Continuing from the first session, we will deep dive back in Cheetah.

 

Regency G
Growth Strategies for Trust/Wealth Management Firms

 

Presented by Lloyd Pohl, CEO, Pohl Consulting and Training, Inc.

Growing your organization is more than just becoming better at sales – a lot more! The strategies for growth must include “locking the back door/controlling attrition”, moderating leakage, maintaining (and improving) fee integrity and, of course, improving your new business results. But even “improving new business results”, is more than just saying “just go do it!”. Do you have the infrastructure to support a stronger new business effort? Does your team have both capacity and capability to be more focused on and successful at business development? This session will give you practical tools as well as strategic questions you and your organization will need to consider as you develop your growth strategy.

 

Regency CD
Take the Puzzle Out of Financial Planning
1.25 CTFA credits

 

Presented by Stephen Augstell, Senior Financial Planner and Wealth Advisor, Berkshire Bank

People are like puzzles…knowing their situation is seeing the big picture on the box. Learn how to discover and understand client goals and priorities and retain more assets.

 

5:00 pm
Conclusion of First Day Sessions

 

6:00 pm
Dinner at Hyatt Regency in Studio 220 @ Noma – Sponsored by Broadridge

 

Enjoy cocktails, live music and dinner while visiting with peers, partners, and ASC Staff.

7:30 am
Regency AB
Breakfast – Sponsored by CAPIS

 

8:30 am
Regency CD
General Session – “Client Experience: Your Unfair Competitive Advantage”

 

Presented by Evan Carroll, Author

Evan will give you a practical, hands-on approach to designing experiences and will leave you with the tools to implement them in your organization. Learn to identify opportunities for innovation, achieve buy-in from key stakeholders, and create an action-oriented plan for success.

 

9:30 am
Regency CD
General Session – ESG Investing – It’s Inevitable It’s Now
1.25 CTFA and CRSP credits

 

Presented by Linda Duessel, Senior Equity Strategist, Senior Vice President, Federated Hermes

The presentation introduces Environmental Social, Governance (ESG) investing by exploring its historical roots, its meaning and size. Next it reviews the growth in such investing, looking at sustainability disclosure by companies, ESG integration and positive screening strategies. Indeed, high net worth investors are increasingly demanding ESG strategies, and such expertise is increasingly becoming a requirement for managing institutional assets. Next, the presentation explores who’s driving the growth of ESG investing and whether there is a performance tradeoff. New information shows that the pandemic has accelerated the trend towards sustainable investing. Finally, the presentation introduces the role of politics and regulators as ESG investing continues to evolve globally and lists a timeline of what is happening in the United States.

 

10:30 am
Regency AB
Time with Strategic Partners and Refreshment Break

 

11:00 am
Regency CD
General Session – “Covid Success Stories: Stronger on the Other Side”

 

Accutech Systems & Clients

Your peers will share how they thrived during the challenges presented in 2020.

 

12:00 pm
Regency AB
Lunch

 

Breakout Sessions

 

1:00 pm

 

Regency F
Securities-Based Lending for Fiduciaries: Untapped Liquidity Safety Net & Growth Driver
1.25 (A) ATOP; 1.25 CSOP, CTFA, and CRSP credits

 

Presented by Michael Musial, Managing Director, Total Bank Solutions

Explore the merits of securities-based loans (SBL) and lines of credit (SBLOC) as a wealth business growth driver and a liquidity safety for today’s wealth managers who must act or desire to act as fiduciaries. The discussion will focus on how SBLs and SBLOCs enable wealth managers to deliver greater value their clients and how technology has leveled the playing field for wealth management and trust firms of all sizes to offer their high net worth clients the advantages of securities-based lines of credit at scale.

 

Regency G
Need to know Tax 2021
1.25 (T) ATOP; 1.25 CTFA credits

 

Presented by Doug Hart, Trust Processing Solutions Managing Partner and Tim Varner, Tax Operations Manager, Wolters Kluwer CCH Trust US

Ready for tax season? Along with our partners, we will explore what is required to facilitate a successful tax season.

 

Regency CD
Cheetah Basic Training
1.25 (S) ATOP credits

 

Presented by Accutech Systems

Targeting newer users, our team will lead you through Cheetah functionality.

 

Breakout Sessions

 

2:00 pm

 

Regency F
Effective Asset Allocation for Today’s Dynamic Market Environment
1.25 CFTA credits

 

Presented by Benjamin Hill, CFA, Senior Vice President, Portfolio Manager, FCI Advisors

The presentation will focus on the key elements of an effective asset allocation process and highlight the benefits it provides investors through a broad range of market cycles.

 

Regency G
Faults in Our Stars-How the Famous have Bungled their Estates
1.25 CFTA credits

 

Presented by Becky Kelly and Roger Pond, Fiduciary Education Center

We will discuss a variety of Hollywood stars’ estates that have not taken advantage of tax law and created a financial/feuding mess for their heirs.

 

Regency CD
Social Selling 101: Why LinkedIn is Key to Business Development

 

Presented by Brandon Coppernoll, Digital Marketing Manager, Accutech Systems

Today’s customer is on social media. For many professionals, their primary social network is on LinkedIn! It’s where they make connections and do business. How can you find prospects and connect with your customers in an authentic way that feels organic and not “salesy”? Brandon will introduce you to Social Selling and how to maximize your time on LinkedIn, the premier professional social network!

 

3:00 pm
Regency AB
Time with Strategic Partners & Refreshment Break

 

Breakout Sessions

 

3:30 pm

 

Regency F
Cheetah Investment Overview
1.25 (S) ATOP credits

 

Presented by Matt Garrett, Product Manager and Scott Meyer, Product Manager, Accutech Systems

Join our investment project managers as they walk through recent updates to the Cheetah Wealth Platform.

 

Regency G
Cheetah Client Panel

 

Presented by Accutech Systems

Panel made up of clients and Accutech will discuss Cheetah related items during this interactive session.

 

Regency H
What is new in Cheetah
1.25 (S) ATOP credits

 

Presented by Accutech Systems

We will explore new functionality being introduced.

 

Regency CD
Gold Client Panel

 

Presented by Accutech Systems

Panel made up of clients and Accutech will discuss Gold related items during this interactive session.

 

5:00 pm
Conclusion of Second Day Sessions

 

Evening free to meet with Strategic Partners and network with peers.

8:00 am
Regency AB
Breakfast

 

9:00 am
Regency CD
General Session – “Automation and the Evolution of Wealth Management”
1.25 (A) ATOP; 1.25 CSOP, CFTA, and CRSP credits

 

Presented by Gerard Michael, President, Smartleaf, Inc. and Smartleaf Asset Management, LLC

The days of bank investment officers providing investment and trust advice along with portfolio management has evolved. It used to be that the investment officer would create a custom portfolio based on a clients’ objectives, then periodically review each portfolio and perhaps make adjustments to asset allocation, specific security swaps, or, usually near year end, look for tax loss harvesting opportunities. This manual approach is no longer consistent or efficient enough to support the growth plans of most organizations, so the use of model portfolios is becoming a more common means to streamline the portfolio management process. However, many investment officers and advisors fear that they lose control and customization capabilities when using a model portfolio approach. This session will explore how automation and outsourcing can provide wealth management professionals with scalable control, customization and superior tax-optimization for every client and their households.

 

10:15 am
Short Break

 

10:30 am
Regency CD
General Session – “President Biden’s Tax Changes”
1.25 (T) ATOP; 1.25 CSOP, CFTA, and CRSP credits

 

Presented by Becky Kelly and Roger Pond, Fiduciary Education Center

We will discuss what changes Biden would like to make with regard to estate tax, IRA’s and other rumored modifications.

 

12:00 pm
Regency CD
Conference Wrap Up and Concluding Remarks