Join Summit

Today | Program: 11:00 AM - 3:00 PM EST

This is a must attend summit for 
​Bank Broker/Dealers

​Chief Investment Officers
Trust Officers 

Wealth Advisors

SPEAKERS
SPONSOR BOOTHS
AGENDA
SUMMIT RAFFLE

The 3rd  Annual XCELLR8 Bank & Trust Online Summit will provide an opportunity for Bank Broker/Dealers, Fiduciary Officers, Trust Officers, and Wealth Advisors to conveniently watch presentations from subject matter experts providing valuable insights while showcasing exciting technology & investment solutions designed for the Bank & Trust marketplace. 

Executive Presentations


Leadership Panels


Insightful Q & A


Prize Drawings!


​SPEAKERS

John Majoros

Sr. Portfolio Manager,

Co-Head of Wasmer

Schroeder Taxable Bond Strategies

Chip Norton

Sr. Portfolio Strategist

-Wasmer Schroeder Bond Strategies

Matthew Bogart

Head of Marketing

NexJ Systems

Diana Cabrices

Vice President, 

Enterprise Development

Snappy Kraken

Sol Hersh

President

Presults

Yon Perullo

Chief Executive Officer

RiXtrema

Rick Burgess

Chief Executive Officer

Forms Logic

Barry Norfleet

Senior Vice President 

Sr. Trust Officer

WesBanco, Inc.

Carl Blain

Vice President, Senior Trust Officer

B of A Private Bank

Elizabeth Hinz

Senior Lead Fiduciary Officer, Vice President

Bank Of The West

​SPONSOR BOOTHS

Booth
Booth
Booth
Booth
Booth
Booth
Booth

AGENDA

10:50 AM

11:00 AM

11:30 AM

11:35AM

12:05 PM

12:10 PM

12:40 PM

12:45 PM

1:15 PM

1:20 PM

1:50 PM

1:55 PM

2:25PM

2:30 PM

3:00 PM

Summit Kick-Off 

Login Open

    Attendees Login to Main Session

PRACTICE MANAGEMENT TRACK

“Unique Fixed Income Opportunities

Schwab Asset Management

Chip Norton, Sr. Portfolio Strategist, Wasmer Schroeder Bond Strategies
John Majoros, Sr. Portfolio Manager, Co-Head of Wasmer Schroeder Taxable Bond Str.

5-Minute Intermission

Attendees Remain Online

Relationship Management Track

"Beyond CRM - The Integrated Advisor Experience"

Nexj Systems

Matthew Bogart, Head of Marketing, NexJ Systems

5-Minute Intermission

Attendees Remain Online

MARKETING TRACK

"Blend Out: How Ordinary Advisors Can Market Themselves Like The Greatest Brands In The World"

Snappy Kraken

Diana Cabrices, Vice President, Enterprise Development, Snappy Kraken

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

EXECUTIVE PANEL

"Trust Services in the New Era"

Sponsored by 

Legacy Concierge

Elizabeth Hinz, CTFA, Senior Lead Fiduciary Officer, Vice President—Bank of the West
Barry Norfleet, JD, MBA, SVP & Sr. Trust Officer— WesBanco Trust & Investment Services
Carl Blain, CTFA, CFP, Vice President, Senior Trust Officer — Bank of America Private Bank

5-Minute Intermission

Attendees Remain Online

RISK MANAGEMENT TRACK

"Communications Surveillance Made Easy"

Presults

Sol Hersh, President, Presults

5-Minute Intermission

Attendees Remain Online

PORTFOLIO MANAGEMENT TRACK

"Portfolio Stress Testing"

RiXtrema

Yon Perullo, Chief Executive Officer, RiXtrema

5-Minute Intermission

Attendees Remain Online

BUSINESS MANAGEMENT TRACK

"Digital Processing Alts for Improved Compliance"

Forms Logic

Rick Burgess, Chief Executive Officer, Forms Logic

Prize Drawing

Attendees Remain Online

Summit Adjourns

THANKS FOR JOING US TODAY. 

​REGISTRATION

Disclaimer: The Finlocity XCELLR8 Bank & Trust Summit, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers.  All other uses are prohibited without express written permission.