2025 Educational Forum Tentative Agenda

Monday – April 28, 2025

12:00 – 5:00 – Vendor Setup (Pennsylvania Foyer on 2nd floor)

3:30 – 5:00 – Registration for Members & Friends (2nd floor)

5:00 – 6:00 – NEW MEMBER get together at Penn City Grille

6:00-9:00 – Cocktails/Dinner at the Westin Hotel (Penn City Grille) Sponsored by Colvent Group Inc. and SS&C

Tuesday – April 29, 2025

7:45-8:30 – Breakfast (Conference Area – East/West Pennsylvania) Sponsored by Ryan

8:30- Opening remarks – Carol Smart, NTREA President

8:45 – 10:00 – Friends presentations and sessions

10:00 – 10:45 – Complicatons with Real Estate in Trusts, Nora Gieg Chatha, Member, Eckert Seamans

10:45 – 11:00 – Break – Visit FRIENDS Display Areas – Sponsored by OG Trust Services

11:00 – 12:00 – Motivational Speaker, Rocky Bleier, Vietnam Veteran and Pittsburgh Steelers Running Back

12:00-1:00 – Lunch Sponsored by SES Risk Solutions

1:00 – 1:50 – Closely Held and Trust Real Estate, Bruce Hendryx and Jeff Lammert, Closely Held Team, PNC Bank

1:50 – 2:10 – Break – Visit FRIENDS Display Area

2:10 – 3:00 – Environmental Risk, Kathryn Peacock, Principal, National Client Manager, Partner ESI

3:00 – 3:45 – Economic Update, Kurt Rankin, Economist, PNC Bank

3:45 – 4:45 – Conveyance of Deeds, TBD

5:30 – Bus to Warhol Event (Lobby)

6:00pm – Andy Warhol Event sponsored by Trust Asset Service Company (TASC) – PLATINUM SPONSOR

Wednesday – April 30, 2025

7:45-8:30 – Breakfast (Conference Area – East/West Pennsylvania)

8:30 – 9:15 – TIMS Capabilities, 360 Demo and RCV Best Practices, Kurt Petersen and Jessica Minor, SES

9:15 – 10:00 – Master Trust Policy/Fiduciary Risk, Brendan Arnott, EVP North America Financial Institutions, Chubb

10:00 – 10:30 – Break – Visit FRIENDS Display Areas 

10:30 – 11:30 – OCC Industry Update, Todd Abrams, Asset Mgt. Lead Expert, OCC

11:30-12:00 ANNUAL MEMBERS MEETING – Members only session

12:00-1:00- Lunch

1:00 – 1:50 – Hurricane Preparedness, Steve DeBlois, Senior Educaiton Specialist, ServPro

150 – 2:00 – Break – Visit FRIENDS Display Areas

2:00 – 3:00 – Real Estate Panel Discussion Moderated by Robert Cornett, PNC Bank.  Panelists include April Drennan – Cumberland Trust, Brian Fitzpatrick – US Bank, Argirios Ragias – Huntington Bank, Sta McMurrin – Truist

3:00 – 4:00 – TBD

4:00 Conference adjourned