DBA Digest for July 30, 2021
Discounted Early Bird Registration!
2021 Delaware Trust Conference - Ends August 8th!
Wealth Management Professionals, you have one week left to save with Discounted Early-Bird Registration for the 2021 Delaware Trust Conference! DBA Members can register with an all-access pass for just $925 (regularly $995). Attend in person at the Chase Center on the Riverfront, or via live stream on your computer, tablet, or phone. All sessions will also be available for on-demand viewing after the conference! Earn up to 18.0 CLE Credits, Including 2.0 Ethics Credits! All the sessions feature the stellar line-up of the nation’s top trust, legal, and wealth management experts for which the Delaware Trust Conference is known.

Follow the link below for agenda and registration information!
2021 Women Connect Speaker Series - All Six Sessions Now Available On-Demand!
All sessions of the 2021 Women Connect Speaker Series are now available for on-demand viewing. Empower and connect with these great speakers and sessions...

  • Build Your Personal Brand - Laura Meyer
  • Business Ready Essentials - Danielle Turcola
  • Building Rapport and Engagement - Cathleen Hitchens
  • Taking the Work out of Networking - All-Star Panel
  • Leveraging Your LinkedIn - Michael Coniglio
  • Exploring Emotional Intelligence - Linda Comerford

You can watch all six dynamic Women Connect sessions in 2021 for just $199 for DBA Members, or attend individually for $39 per session for DBA members.

Follow the link below to view the series agenda and order yours today!
Jenifer Jurden is a Cartoonist from Wilmington who has graciously provided her Planet Jurdy cartoons for the DBA Digest. Jurdy® is her other-worldly "Hero of Happyness" whose cartoons bring levity to humans worldwide.
Chambers HNW 2021 Recognizes Connolly Gallagher for Delaware Private Wealth Law
In its 2021 guide, Chambers High Net Worth ranked Connolly Gallagher LLP for Private Wealth Law in Delaware. Sources report the Trusts & Estates team has “a tremendous amount of integrity and deserve a tremendous amount of respect in terms of their ability as lawyers.Three Connolly Gallagher attorneys appear in the individual rankings of leading Delaware Private Wealth Law lawyers, with Gregory Weinig recognized for the second year in a row in Band 1 for Private Wealth Law. In addition, Scott Swenson has been recognized in Band 1 for Private Wealth Disputes.

Richards, Layton & Finger and Four Directors Earn High Marks in Private Wealth Law

Richards, Layton & Finger’s trusts and estates practice and directors have been recognized in Chambers HNW, the international guide to the world’s leading high-net-worth advisors. The firm has earned the guide’s highest Band 1 ranking. F. Peter Conaty Jr., Beth Gansen Knight, and W. Donald Sparks II are recognized for excellence in Private Wealth Law, and Chad M. Shandler is named in Private Wealth Disputes. 

Troutman Pepper Insights: The Federal Reserve, FDIC, and OCC Publish Proposed Interagency Guidance on Third-Party Relationships: Risk Management

The Board of Governors of the Federal Reserve System (Board), the Federal Deposit Insurance Corporation (FDIC), and the Department of the Treasury Office of the Comptroller of the Currency (OCC) have published proposed interagency guidance regarding how banking organizations should manage risks associated with third-party relationships. The guidance comes as banks are expanding their use of third parties to provide numerous products and services, such as information technology services, accounting, compliance, and platforms for mobile payments. Banks are responsible for the safety and soundness of these activities whether conducted directly by the bank or indirectly though these third-party relationships. Indeed, outsourcing these activities elevates the risk profile to the bank and its customers. Each of these relationships has a different lifecycle and specific risks that must be managed in compliance with applicable laws and regulations, including those designed to protect consumers. The proposed interagency guidance offers a framework for banks to consider in developing a tailored approach to risk management practices for these third-party relationships.
New! Ask the Fed® Session: Energy Update - August 5
NEW – Thursday, August 5, 2021 2:00 pm ET: Energy Update - Oil and Gas
The oil market has begun recovering from the pandemic and prices are rising. So, what does this mean for banks? Please join Senior Research Economist/Advisor Michael Plante, Business Economist Kunal Patel, Senior Examiner Thom Quint and Principal Examiner John Shackelford for a discussion about the oil and gas market and observations on bank lending.

A recorded archive the session will be made available on the Ask the Fed® site shortly after the call.
All Three New Foundations of Delaware Trusts Now Available On-Demand! Approved for 2.5 CE Credits Per Session; 2.00 DE CLE!
All three new Foundations of Delaware Trusts are now available for on-demand viewing.

Discretionary Decision-Making with Cynthia D.M. Brown, President, Commonwealth Trust Company, and Todd A. Flubacher, Esq., Partner, Morris, Nichols, Arsht & Tunnell LLP

Estate Planning Strategies to Minimize Taxes and Control Wealth Transfer, with Matt D'Emilio, Managing Member, McCollum D'Emilio Smith Uebler LLC, and, Mark Doyle, Principal, Fiduciary Counsel, Bessemer Trust Company of Delaware, N.A.

Reading and Interpreting a Trust Document with David Diamond, President, The Northern Trust Company of Delaware, and Daniel Hayward, Partner, Gordon, Fournaris & Mammarella, P.A.

Each session is only $199 for DBA Members, or all three sessions for only $459 for members!
Sign Up Now! Two On-Line Courses:
Fundamentals of Commercial Banking; and,
Analyzing Repayment Sources!
The Delaware Bankers Association & Delaware Financial Education Alliance has partnered with Andy Keusal with Keusal Learning LLC to offer two new online Breaking into Banking videos:

  • Breaking into Banking 101: Fundamentals of Commercial Banking - ten learning modules, over 5 hours in total content

  • Breaking into Banking 201: Analyzing Repayment Sources - nine modules covers topics including how to analyze income statements, balance sheets, collateral, and risk rating.

Each module includes a video lesson and a multiple-choice self-check. Many of the lessons include exercises/case studies for learners to work through that are related to a sample company outlined in the course’s Reference Guide.

Get the full details, including an introductory video at the link below.
We want to hear from you! Please send your news items to
Greg Koseluk at greg.koseluk@debankers.com