DBA Digest for October 14, 2022


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

Wealth Management Professionals, the wait is almost over! The 2022 Delaware Trust Conference starts this coming Tuesday: bigger, better, and super convenient! This year’s conference, the 17th 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.


DE Trust Conference Webpage

Save the Date!

DBA Compliance School - December 7th!

Attention: Compliance Officers; Auditors; Lenders; and, Attorneys! Save the Date – December 7, 2022, for the DBA Regulatory Compliance School. In-Person at Wilmington University Brandywine Campus, and also Online.

Get the latest information on the trends and topics you need in the ever-changing regulatory compliance environment. Sessions and topics include: Fair Lending, Deposit Compliance, UDAAP, HMDA, recent enforcement actions, and more! 8 DE & PA CLE Credits, CPE and CRCM Credits Applied For.

Presenting Sponsors:

ABA Foundation Accepting Donations to Support Florida Hurricane Relief Efforts

At the request of the Florida Bankers Association, the ABA Foundation is soliciting donations from across the country to help with relief efforts in the wake of the devastation caused by Hurricane Ian.

the ABA Foundation and the Florida Bankers Association are asking members of the banking industry to step up and help as bankers always do in times of need. One hundred percent of the funds raised through ABA Foundation’s Disaster Relief Program will go to the Volunteer Florida Foundation’s “Florida Disaster Fund” which will distribute donations to service organizations aiding with disaster response and recovery in the aftermath of Hurricane Ian. While we encourage members of the banking industry to contribute to this effort, we invite anyone to donate here. Donations will be accepted until November 9, 2022, and all donations are tax deductible to the fullest extent of the law.


Shore United Bank Welcomes

Cendra Williams to the Team

Shore United Bank is happy to welcome Cendra Williams to the company as a member of the Business Development team. Cendra joined the Bank in July, bringing her experience as a Business Banking Relationship Manager after having served the local business community at other financial institutions.


As Shore United Bank’s new Business Development Officer, Cendra is excited to be meeting with existing and prospective business customers to discuss the Bank’s products and offerings. She specializes in cash management and merchant services.


“As a local resident with over 10 years of community banking experience and award-winning customer service, I tend to use my great sense of humor to meet new people and make them feel comfortable with me while turning their dreams into reality,” explains Cendra, who had previously won an award in 2018 for being Employee of the Year at her previous workplace.

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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.

Join Weiner Benefits Group on Tuesday, October 18th, 2022, at 10 am for a Market Update with Franklin Templeton.

Join Weiner Benefits Group on Tuesday, October 18th, 2022, at 10 am for a Market Update with Franklin Templeton's Eric Kruk, CFP, Vice President, and Senior Advisor Consultant. Limited Spaces Available, Please Register in Advance

Questions? Please Contact Stephanie Clendening at 302-658-0218 or stephanie@weinerbenefitsgroup.com.

Eric Kruk began his career in financial services in 1998 and joined Franklin Templeton in 2020. Prior to joining Franklin Templeton, he spent over 22 years as a financial professional with Legg Mason. As an advisor to financial professionals, Eric provides a valuable perspective in the areas of market insights, practice management, and portfolio construction. He consults with financial professionals to help them deliver better outcomes for their clients and grow their business. Eric has a wealth of industry knowledge and a deep understanding of Franklin Templeton investment solutions including mutual funds, ETFs, separately managed accounts, model portfolios, 529 plans, and insurance products.


Bank CEOs Testify Before Congressional Committees on Financial Services

On September 21 and 22, chief executives from the nation’s seven largest banks faced questioning before Congress, marking the third time senior bank officers have testified before Congress in the last three years. Senators remarked that only two were the same due to changes in CEOs and a decision to bring in super-regionals.

The first day of hearings took place before the House Committee on Financial Services. Committee Chairwoman Maxine Waters (D-CA) delivered opening remarks titled, “Holding Megabanks Accountable: Oversight of America’s Largest Consumer Facing Banks,” which highlighted key hearing topics. “Our nation continues to battle an ongoing pandemic, inflation that’s affecting every household’s budget, Russia’s invasion of Ukraine, rising interest rates, and other crises that have battered our economy. In this environment, the role that banks play to protect consumers and provide access to affordable credit is absolutely critical."

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We want to hear from you! Please send your news items to
Greg Koseluk at greg.koseluk@debankers.com