The Hunt, ’25 Client Conference

6 p.m.
Welcome Reception sponsored by AssetMark

Join us at country legend Garth Brooks’ very own Friends in Low Places Bar & Honky Tonk for a great first night. 

8 a.m.
Breakfast sponsored by First Rate

Location: Germantown 1, 4

9 a.m.
Welcome and Sponsor Introductions
John Watts, Managing Director, Cheetah

Location: Germantown 2-3

9:30 a.m.
General Session—Cheetah State of the Union
Adam Unger, CEO, Accutech Systems

Get the inside scoop on what to expect from Cheetah in 2025 and beyond.

Location: Germantown 2-3

10:30 a.m.
Break sponsored by RevSpring

Location: Germantown 1,4

11 a.m.
General Session—Economic Review
Christian Chan, Chief Investment Officer, AssetMark 

Hear an inside look at the big-picture issues that impacted the investment landscape in 2024 and what top things to look for in 2025.

Location: Germantown 2-3

(Certified Trust and Fiduciary Advisor Credits: 1.25)

12 p.m.
Lunch sponsored by CAPIS

Location: Germantown 1, 4

1 p.m.
General Session—Customer Experience and the Role that Communications Play in Elevating it!
Matt Swain, Head of Communications Insights & Experience, Broadridge

Consumers across North America are largely dissatisfied with the customer experience they are receiving from the companies they do business with. Leveraging insights from six years of quantitative consumer research, Matt will explore key trends driving shifting consumer behaviors that will impact trust and wealth management professionals.

Location: Germantown 2-3

(Certified Trust and Fiduciary Advisor Credits: 1.25)

2 p.m.
Break sponsored by Federated Hermes

Location: Germantown 1, 4

2:30 p.m.
Executive Track Session—Writing Your Personal Mission Statement: The Foundation of Your Personal Brand
Scott Smalstig, Revenue Generation Specialist, Intersection

Successful companies live by their mission statements. Successful people do, too. What? You don’t have a Personal Mission Statement? Not to worry. In this session, Scott will use the best of Stephen Covey, Zig Ziglar, and John Maxwell to help you leave the session with your very own mission statement.

Location: Edgehill

Investment Track Session—Driving Efficiencies across Business Development and Portfolio Management
Shane Pond and Dallas Bergman, Solutions Consultants, Cheetah

This presentation will showcase how integrating proposal and investment tools can streamline operations and enhance efficiency in investment management. We will explore how seamless integration improves workflow, reduces manual errors, and accelerates the client onboarding process. Learn how these tools can enable personalized proposals, automated portfolio management, and real-time collaboration, driving better outcomes for both clients and the business. Discover the impact of technology on boosting productivity and scaling your investment operations effectively.

Location: Wedgewood

(Certified Trust and Fiduciary Advisor Credits: 1.25)
(Accredited Trust Operations Specialist—”Systems” Credits: 1.25)

Operations Track Session—Exception-Based Processing: Closing the Loophole on Errors and Omissions
Iris Lewis-Beasley and Kelly Waugh, Wealth Management Consultants, Cheetah

In our increasingly litigious society, being a fiduciary comes with inherent risks. Have you ever wondered how you can be more proactive in your management of fiduciary risk? If so, we encourage you to join this session.

Location: Germantown 2-3

(Certified Trust and Fiduciary Advisor Credits: 1.25)
(Accredited Trust Operations Specialist—”Systems” Credits: 1.25)

3:30 p.m.
Executive Track Session—RIA Market Trends
Dan Johnson, Managing Director, F2 Strategy

Who is winning? What firms are struggling, and why? What is around the bend and what does it mean for Bank Trust shops?

Location: Wedgewood

(Certified Trust and Fiduciary Advisor Credits: 1.25)

Investment Track Session—Navigating the New Normal in Engaging Consumer Investors
Patrick Spencer, Managing Director, Moneytree Software

In February 2024, the results of a survey revealed that 54% of consumer investors changed advisors in 2023. Consumer investors are facing a multitude of change with all the mergers, acquisitions, retirements and continued changes taking place within the RIA, trust, banking and broker-dealer space. As a result of these changes and the societal impact of the COVID pandemic, consumer investors are increasingly demanding a higher level of service and personalized experiences. In this session, we will explore the implications of these changes for both the trusted advisor and the consumer investor and offer strategies for navigating the new normal.

Location: Edgehill

(Certified Trust and Fiduciary Advisor Credits: 1.25)

Operations Track Session—Preparing for an Audit, with Cheetah
Erin Edwards, Manager, Quality Assurance, Cheetah

This presentation will guide you through the essential steps to prepare for a trust accounting audit. We will cover best practices for maintaining accurate records and organizing documentation for a smooth audit process. Learn how to identify and address common audit challenges, implement effective internal controls, and foster transparency in trust accounting. This session will equip you with the knowledge and tools needed to navigate the audit confidently and efficiently.

Location: Germantown 2-3

(Certified Trust and Fiduciary Advisor Credits: 1.25)
(Accredited Trust Operations Specialist—”Audit/Compliance/Regulatory” Credits: 1.25)

4:30 p.m.
Break

6 p.m.
Dinner at The Renaissance sponsored by Broadridge; Cocktails sponsored by R&T Deposit Solutions

Location: Broadway 1-2

8:30 p.m.
After dinner event at 6th & Peabody sponsored by Fifth Third Bank; band sponsored by Chicago Clearing

7 a.m.
Breakfast sponsored by New Edge

Location: Germantown 1, 4

8:30 a.m.
Keynote Address: A Company of Owners
Daren Martin, The Culture Architect, Wall Street Journal and USA Today best selling author

Dr. Martin provides strategic insights to companies which empower them to exponentially increase employee engagement, create an epic culture, build better leaders, increase profits, and other important metrics. He is out to evolutionize work to make it higher performing, more soul satisfying, more profitable, and more engaging. He produces highly engaging, meaningful, and actionable content that transforms the way people work, experience life, and maximizes engagement in companies and organizations around the world.

Dr. Martin’s thought leadership and change strategies in transforming companies earned him the title The Culture Architect. He acts as a Trusted Advisor and Executive Coach to business leaders at companies ranging from Fortune 500 to small businesses. He is the CEO and Founder of The Global Company Culture Association, a global keynote speaker, and author.

His WSJ and USA Today Bestselling book “A Company of Owners” has sparked positive change at companies around the world and has been called “the best book since ‘Good to Great.'” He provides Executive Education for Southern Methodist University. He resides in New Orleans, LA.

Location: Germantown 2-3

9:30 a.m.
Break sponsored by Cheetah

Location: Germantown 1, 4

10 a.m.
General Session—Make Politics Boring Again
Linda Duessel, Senior Vice President, Federated Hermes

A play on Donald Trump’s campaign slogan, it seems unlikely that politics will be boring again anytime soon. Well, that certainly wasn’t boring! As the dust settles from what was an unprecedented setup, the market will now grapple with policy. 2025 will present a large fiscal cliff and global geopolitical risks, neither of which have been priced into the market to date. Bold proposals were made during election season, but what legislation can actually be passed by the new Congress? This presentation will explore the economic and market outlook and likely sector winners and losers from policy. Policy. Sound boring? Perhaps never again.

Location: Germantown 2-3

11 a.m.
Systems to Win
Valerie Hurwitz, Manager of Development, Cheetah
Having a clear vision and goals is only the first step to success. Mapping your current organization and translating vision into change is where real growth happens. This session will explore how to evaluate and improve your organization to meet your goals.

Location: Wedgewood

Investment Track Session—Should your Firm Pursue GIPS® Compliance and Verification?
Jennifer Barnette, CIPM, Senior Vice President, The Spaulding Group

Jennifer will elaborate on potential benefits, including:
• Enhanced credibility and trust
• Standardized performance reporting
• Best practices and benchmarking
• Attraction of external capital
• Improved internal processes
• Regulatory alignment

Location: Edgehill

Operations Track Session—Digital Account Opening: Convenient, Efficient, and Client-Desired
Shane Pond and Dallas Bergman, Solutions Consultants, Cheetah

This presentation will explore the benefits of digital account opening, highlighting how it streamlines the onboarding process for both clients and businesses. We’ll discuss how digital solutions enhance convenience by enabling clients to open accounts anytime, anywhere, while also improving efficiency through automation and reducing paperwork. Discover how adopting digital account opening can lead to faster processing times, lower costs, and a more seamless client experience, ultimately driving growth and satisfaction in today’s fast-paced financial landscape.

Location: Germantown 2-3

(Accredited Trust Operations Specialist —”Systems” Credits: 1.25)

12 p.m.
Lunch sponsored by Zephyr

Location: Germantown 1, 4

1 p.m.
Executive Track Session—Daren Martin, A Company of Owners
Daren Martin, The Culture Architect

Location: Wedgewood

Investment Track Session—Driving Efficiencies into a Growing Investment Business: Curated Models and SMAs
Matt Matrisian, Head of Client Growth, AssetMark

This presentation explores how investment firms can achieve operational efficiency and scalability by leveraging curated investment models and Separately Managed Accounts (SMAs). We will discuss strategies for personalized portfolio management, automation, and data-driven decision-making, all aimed at enhancing client satisfaction and optimizing resource allocation as your business grows. Discover how technology integration and innovative approaches can streamline processes, reduce costs, and drive sustainable growth in the competitive investment landscape.

Location: Edgehill

(Certified Trust and Fiduciary Advisor Credits: 1.25)

 Operations Track Session—Navigating the Operational Challenges of Unique Assets Held in Fiduciary Accounts

Patrick Alyward, TRUSTworthy Consultants

High-net-worth individuals continue to invest in unique (hard-to-value) assets. We will cover operational and compliance risks associated with these assets.

Location: Germantown 2-3

(Certified Trust and Fiduciary Advisor Credits: 1.25)
(Accredited Trust Operations Specialist—”Audit/Compliance/Regulatory” Credits: 1.25)

2 p.m.
Executive Track Session—Artificial Intelligence in Wealth Management
Nick Rod, Account Executive, and Logan Taylor, Sales Consultant, First Rate

AI has significantly enhanced the efficiency, accuracy, and personalization of wealth management services, benefiting both wealth managers and their clients. Natural Language Processing technology allows AI systems to analyze unstructured data from news articles, social media, and other sources to gather insights about market sentiment, company performance, and economic trends. This information helps wealth managers stay informed and make data-driven decisions.

Location: Wedgewood

(Certified Trust and Fiduciary Advisor Credits: 1.25)

Investment Track Session—Trustee Investing Traps
Jeffay Chang, Senior Vice President/Senior Trust and Estate Specialist, Capital Group Private Client Services, and Anne Gifford Ewing, Senior Vice President/Senior Trusts and Estates Specialist, Zephyr, and Susan Lipp, Editor in Chief, Trust & Estates magazine.

Trustees are often unaware of the duties and responsibilities that come with the role and investing trust assets. Even the most experienced professional trustees can be vulnerable to lawsuits from disgruntled beneficiaries. The panel will explore a trustee’s duties and outline some common traps and pitfalls relating to investing trust assets and, importantly, the actions a trustee can take to mitigate risk.

Location: Edgehill

(Certified Trust and Fiduciary Advisor Credits: 1.25)

Operations Track Session—Creating an Executable Fee Strategy
Iris Lewis-Beasley, Jerry Gillespie, and Kelly Waugh, Wealth Management Consultants, Cheetah

This presentation will provide a step-by-step guide to developing a trust accounting fee strategy that is both practical and effective. We will cover how to structure fees in alignment with regulatory guidelines and ensure transparency for clients. Learn how to implement a fee strategy that is adaptable to market conditions and client needs, while also maintaining compliance and operational efficiency. This session will equip you with the tools to create and execute a fee strategy that supports long-term success in trust accounting.

Location: Germantown 2-3

(Certified Trust and Fiduciary Advisor Credits: 1.25)
(Accredited Trust Operations Specialist—”Systems” Credits: 1.25)

3 p.m.
Break sponsored by Moneytree

Location: Germantown 1, 4

3:30 p.m.
Executive Track Session—Team Building
Deseri Garcia, President, Vida Aventura

Today’s work environment is increasingly interconnected and collaborative, and teamwork is essential to meet goals and achieve results—trouble is, most teams have some dysfunction making it difficult for them to bring forth their best work. Successful teams consistently demonstrate five essential behaviors: trust, conflict, commitment, accountability and collective results.

Location: Wedgewood

Investment Track Session—The New Moneytree, Time for a Change
Pat Spencer, Managing Director, and Matt Garrett, Product Manager, Moneytree

Your clients have worked hard, saved, and invested, all in the hope of creating a legacy for themselves and those around them – and they trust you to get them there. Moneytree’s new financial planning platform is the premier solution for financial planners who need a differentiating tool to engage clients at a deeper level. In this session, we will guide you through the newest financial planning platform on the market that inspires accuracy, comprehensiveness, and transparency in engaging your clients.

Location: Edgehill

(Certified Trust and Fiduciary Advisor Credits: 1.75)

Operations Track Session—Cheetah Chats
Various clients and Cheetah staff

A session designed to allow our attendees to help one another with best practices they have discovered in using Cheetah. The session will be by a panel of client’s and Cheetah staff. Bring your “How-do-I-do-this” questions.

Germantown 2-3

(Accredited Trust Operations Specialist—”Systems” Credits: 1.25)

7:30 a.m.
Breakfast sponsored by Main Street Advisors

Location: Germantown 1, 4

8:30 a.m.
General Session—2024 Tax Update
Doug Hart, Managing Partner, Trust Processing Solutions

This presentation will guide you through the essential steps and updates for preparing trust accounts for the 2024 tax season. We will cover recent tax law changes, compliance requirements, and effective strategies for accurate and timely tax filing. Learn how to organize trust records, identify potential tax-saving opportunities, and avoid common pitfalls in trust accounting. This session will provide practical insights and tools to ensure a smooth and efficient tax preparation process for 2024.

Location: Germantown 2-3

(Certified Trust and Fiduciary Advisor Credits: 1.25)
(Accredited Trust Operations Specialist—”Tax” Credits: 1.25)

9:30 a.m.
Break sponsored by Intersection

Location: Germantown 1, 4

9:45 a.m.
General Session—Trust Regulation Hot Topics
Patrick Alyward, CEO, TRUSTworthy Consultants

An open-floor discussion on the various changes you may be facing with today’s regulations.

Location: Germantown 2-3

(Accredited Trust Operations Specialist—”Audit/Compliance/Regulatory” Credits: 1.25)

10:45 a.m.
Closing remarks

Location: Germantown 2-3