Recorded January 12, 2022 

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

​Chief Investment Officers
Trust Officers 

Wealth Advisors

Booths
Recordings
Speakers

​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

SESSION RECORDINGS

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.
WATCH SESSION RECORDING

Relationship Management Track

"Beyond CRM - The Integrated Advisor Experience"

Nexj Systems

Matthew Bogart, Head of Marketing, NexJ Systems
WATCH SESSION RECORDING

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
WATCH SESSION RECORDING

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
WATCH SESSION RECORDING

RISK MANAGEMENT TRACK

"Communications Surveillance Made Easy"

Presults

Sol Hersh, President, Presults
WATCH SESSION RECORDING

PORTFOLIO MANAGEMENT TRACK

"Portfolio Stress Testing"

RiXtrema

Yon Perullo, Chief Executive Officer, RiXtrema
WATCH SESSION RECORDING

BUSINESS MANAGEMENT TRACK

"Digital Processing Alts for Improved Compliance"

Forms Logic

Rick Burgess, Chief Executive Officer, Forms Logic
WATCH SESSION RECORDING

​SPONSOR BOOTHS

Booth
Booth
Booth
Booth
Booth
Booth
Booth

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