NTCHBA 2018 CONFERENCE AGENDA

Agenda

  

National Trust Closely Held Business Association

Agenda

Monday, September 17, 2018


  • 3:00 PM – 6:00 PM - Registration Open
  • 6:00 PM – 7:00 PM - Welcome Reception
  • 7:00 PM – 8:30 PM - Dinner – Sponsored by CliftonLarsonAllen LLP
  • 8:30 PM – 11:00 PM - Hospitality Room – Sponsored by Trust Asset Service Company

Tuesday, September 18, 2018


  • 7:00 AM – 8:00 AM - Breakfast
  • 8:00 AM – 8:15 AM - Welcome from the NTCHBA President
  • 8:15 AM – 9:30 AM -Panel Discussion:  Issues and Trends in Fiduciary Litigation from the Viewpoint of the Planner and Litigator / Speakers:  Franklin Malemud & Matthew Kadish
  • 9:30 AM – 10:30 AM - Multiparticipant Trusts and Special Assets:  Challenges and Opportunities  / Speaker:  Kimberly Stein
  • 10:30 AM – 11:00 AM - Break
  • 11:00 AM – Noon - Untying the Fiduciary Knot of Managing Closely Held Businesses (CHB's) in Fiduciary Accounts / Speaker:  Patrick Alyward
  • Noon – 1:00 PM - Lunch
  • 1:00 PM – 2:15 PM / I Own WHAT? Closely Held Businesses In Trust -- How To Plan, What To Consider And Stories To Chill The "Sole" / Speaker:  James Goldsmith
  • 2:15 PM – 3:15 PM - Insurance: Ramping Up The Due Diligence (What Do We Need To Know?) – Tying The OCC To The Practical / Speaker:  Thomas Reitan
  • 3:15 PM – 3:45 PM - Break
  • 3:45 PM – 5:00 PM - Valuation Roundtable (Hearing About Valuation Issues That All Fiduciaries Should Understand) / Panel Members from the following institutions:  CliftonLarsonAllen, RIC Valuation, ComStock Valuation Advisors
  • 6:00 PM – 7:00 PM - Reception – Sponsored by J&M Asset Management, Ltd.
  • 7:00 – 8:30 PM - Dinner – Sponsored by Willamette Management Associates, Inc.
  • 8:30 PM – 11:00 PM - Have a little fun... We are going Beer Tasting at the Southern Tier Brewery - Sponsored by ComStock Advisors

Wednesday, September 19, 2018

  • 7:00 AM – 8:00 AM - Breakfast
  • 8:00 AM – 9:15 AM -Realizing Value on Fractional Interests in Business Entities and Real Property Assets /  Speaker:  Todd Wohl
  • 9:15 AM – 10:15 AM - Is the Cloud Finally Lifting?  Digital Assets As A Special Asset Inside A Trust / Speaker:  David Lenz
  • 10:15 AM – 10:30 AM - Break
  • 10:30 - 11:45 AM - Considerations for Fiduciaries to Determine When is The Right Time to Sell A Business?  / Speaker:  John Herubin
  • 11:45 AM - 12:15 PM - Annual Meeting and Survey Update
  • 12:15 PM – 1:15 PM - Lunch
  • 1:15 - 2:30 PM - Valuation Court Case Update For 2017-2018 / Speaker:  Curtis Kimball
  • 2:30 PM - 3:00 PM - Break
  • 3:00 PM – 4:00 PM - Is This Business Sustainable?  Culture  & Competency as Drivers of Business Sustainability / Speaker:  Robert Schultek
  • 4:00 PM – 5:00 PM - Best Practices Roundtable (Answering Questions Related To Administration Of CHB Assets) / Speakers:  Members of the following institutions:  PNC, Bank of America, JP Morgan, Wells Fargo, Northern Trust

6:00 PM - Evening out at the Ball Park! – Sponsored by RIC