The Latest Issue of Delaware Banker Now Available!

Read the Summer issue of Delaware Banker magazine on your computer, laptop or phone!  Feature articles include Special Needs Trust and ABLE Accounts; A Guide to Potential Future Trust Access for Grantors;  and, Silent Trusts - Keeping Secrets Can Be Risky Business.

Mid-Atlantic Bank Executives Forum:

September 11-13 - Lansdowne Resort

Join bank executives from five states along with a select group of industry partners for networking and sessions with nationally recognized speakers geared specifically for bank CEOs and other senior leaders.

FDIC Directors' College -

September 23rd, Hyatt Place, Dewey, DE

There's still time to register for the 2022 FDIC Director's College, September 23, 8:30 a.m. to 1:30 p.m at the Hyatt Place Dewey. The FDIC Directors’ College provides ongoing education on current topics of bank supervision to bank directors, senior officers, corporate secretaries, and board advisors. The course is designed to help directors and trustees, both new and experienced, stay abreast of the ever-changing regulatory environment.

This year's agenda includes: Asset-Liability Committee (ALCO) Oversight, AML/CFT Risk Assessing, Third-Party and Risk Management, a conversation with regulators, and an Economic and Banking update. Registration is $299.00/per person, with a discount of 15% for ten or more registrants. To take advantage of this group rate or to register multiple attendees, please reach out to Renee Rau at Renee.Rau@debankers.com

2022 Delaware Trust Conference - In-Person, Live Stream, and On-Demand!

Don’t miss the 2022 Delaware Trust Conference!  This year’s conference, the 17^th annual, will be live at The Chase Center on the Riverfront, AND live-streaming, on October 18 & 19, AND on-demand through November!  The agenda is filled with a stellar lineup of speakers. 18 CLE credits are available, including 2.0 ethics credits. Follow the link below to view the agenda and register.

Sponsorships and Exhibiton Space still available!

Bank of America Market Minute

PNC Bank announced that Greg Miraglia will assume the role of Market Executive for Delaware. In addition to serving as Market Executive, Miraglia is assuming responsibilities for leading PNC Private Bank as Wealth Director for the market.

The promotion to Market Executive marks a homecoming of sorts for Miraglia, who began his career in Delaware. He joined PNC in 2016 and established a record of success as a Senior Relationship Strategist in Philadelphia, leading client teams and customer service initiatives in the local market. Prior to PNC, Miraglia served in a variety of client facing and leadership roles for several local and nationally branded financial institutions.

“Greg is an accomplished leader with deep expertise in wealth management and a keen understanding of the unique needs of PNC Private Bank clients,” said Joseph G. Meterchick, PNC Bank regional president for Philadelphia, Delaware and Southern New Jersey. “Greg’s long-standing ties to Delaware and record of success is the perfect complement to the strong PNC team and foundation that exists in the market.”

OCC to Host Virtual Innovation Office Hours

The Office of the Comptroller of the Currency (OCC) announced that it will host virtual Innovation Office Hours on September 28–29, 2022, to promote responsible innovation in the federal banking system.

Office Hours are one-on-one meetings with representatives from the OCC Office of Innovation to discuss financial technology (fintech), new products or services, partnering with a bank or fintech company, or other matters related to responsible innovation in financial services. Each meeting lasts no longer than one hour. Interested parties should request a virtual Office Hours session by August 26, 2022, and are asked to provide information on the topic(s) they are interested in discussing with the Office of Innovation. The OCC will determine specific meeting times and arrangements after it receives and accepts the requests.

McCollom D’Emilio Smith Uebler Promotes Jeremy J. Riley to Counsel 

McCollom D’Emilio Smith Uebler LLC (MDSU) has promoted Jeremy J. Riley to Counsel. Jeremy practices in the areas of trust and estate planning and administration; business and tax planning and transactions; and trust and estate litigation and corporate and commercial litigation. Jeremy earned his J.D. from Widener University School of Law in Wilmington, DE and holds an LL.M. in Taxation from Villanova University School of Law. He joined MDSU in 2018. 

“Jeremy is a legal talent with a broad range of skills, working with the firm’s clients on both transactional and litigation matters” noted MDSU Managing Member, Matt D’Emilio. Added Tom Uebler, MDSU Member, “He’s a real asset to the firm and our clients and an important part of our team.” 

McCollom D’Emilio Smith Uebler LLC is a nationally recognized Delaware-based law firm focusing on trusts, estates, and tax; business transactions; and litigation. MDSU represents corporate and individual clients in a range of transactional and litigation matters.  

Santora CPA Group is a 2022 Top 400 Firm

Santora CPA Group, a Newark-based Certified Public Accounting and Consulting firm, is pleased to announce that it has been recognized by INSIDE Public Accounting (IPA) as a 2022 Top 400 Firm based upon their annual rankings of the largest accounting firms in the nation.

When told of the recognition, SCG’s Managing Director, Heath Kahrs, said, “The firm’s growth and success is attributable to each and every employee’s relentless and continued dedication to serving our clients on a daily basis. I am so proud of our people and our clients.” 

This was IPA’s 32nd annual ranking of the largest accounting firms in the nation. IPA is a leader in practice management resources for the public accounting profession. IPA offers training as well as four national practice management benchmarking reports every year. IPA has helped firms across North America grow and thrive since 1987.