DBA Digest for October 18, 2024

One Week to Go!

Delaware Trust Conference Is Almost Here! Reserve Your Place Today!

Just a little more than one week until the 19th annual Delaware Trust Conference, the premiere event for Trust Professionals! The 2024 Delaware Trust Conference features the top experts in the field with the latest information on how you can maximize the Delaware Trust advantage for your clients!

The Delaware Trust Conference is an ideal opportunity to network while obtaining up to 18 continuing education credit for: Trust Professionals, Portfolio Managers, Financial Advisors, Attorneys, CPAs, CTFAs, Wealth & Asset Management Services Executives, Executive Trust Officers, Investment Officers, Investment Managers, and Trust Department Managers.  

The 2024 Delaware Trust Conference will be live at The Chase Center on the Riverfront, AND live-streamed, October 28 and 29. The sessions will also be available on-demand through November! So register today and make your Trustober the best ever!

Delaware Trust Conference:

Sunday Night Kickoff Reception!

The 2024 Delaware Trust Conference will kick off with a reception Sunday, October 27, 5 to 7 p.m. at the DuPont Environmental Education Center, 1400 Delmarva Lane, Wilmington. Experience the best of Delaware’s wildlife. DEEC features panoramic river and marsh views, and a 10-acre ornamental garden. Tickets to this exclusive reception event are just $150. Platinum and Diamond Sponsors receive two free registrations to the reception with their sponsorships. Space is limited! Register via the link below!

Women Connect! Rehoboth Beach!

Registration Today!

Don't miss the next Women Connect Networking Event on Thursday, November 7 at Agave Rehoboth and Friday, November 8 at the Cambria Hotel Rehoboth. Topics include: A panel discussion on 'Women as Allies,' featuring James Ambagis, President & COO, BNY Mellon Trust of Delaware, Isabel Araujo, Senior Manager, Charles Schwab Trust Company of Delaware and Jennifer Fisher, Managing Director, Brown Brothers Harriman Trust Company of Delaware, a fireside chat with Nancy Dibert, CEO, Epic Marketing, and a keynote by Delia Sullivan, author of “The Story I Told Myself”, featured in Deserts to Mountaintops: Choosing our healing through radical self-acceptance by Jessica Buchanan. The program will include ample networking opportunities, a vendor showcase of local women owned businesses and non-profits, and headshots offered by a professional photographer! Register today for this exciting day of Engagement, Empowerment, and Networking!

Upcoming OnCourse Learning Webinars!

2024 Call Report Common Exam Issues - November 6th

Lately, examiner scrutiny is focused on accurate regulatory reporting as it is impacted by loan classification, allowances, and other re-classifications that trickle down to the Call Report. We will look at examples of exam findings and discuss how to address these findings at the bank. 

Audience: Whether you're looking to enhance your understanding of the exam process or seeking guidance on compliance, this webinar will equip you with the knowledge needed to navigate these critical aspects of bank operations. 

Wire Transfer Compliance - November 7th

Funds transfer fraud causes millions of dollars in losses for businesses and financial institutions every year. In 2023 alone, financial institutions filed over 400,000 Suspicious Activity Reports on incidents of wire fraud and/or suspicious funds transfers. Learn the steps you can take to protect your institution and your account holders! 

Audience: This informational session is designed for operations personnel, BSA officers, compliance officers, internal auditors, and any employee who handles wire transfers. 

Learn more and browse all the webinars via the link below.

Mid-Atlantic Bank Executives Conference –

November 3 & 4

The Mid-Atlantic Bank Executives Conference brings together bankers and industry partners for sessions with nationally recognized speakers providing relevant and timely content geared specifically to bank c-suite and other senior leaders. Sessions include: Economic Update; Keeping Pace with Rapidly Emerging Technologies; Credit Risk; and, More! Follow the link below for the full agenda and registration information.

Richards, Layton & Finger Receives the LCLD 2024 Top Performer and Compass Awards

Once again Richards, Layton & Finger has been named a Top Performer and Compass Award winner by the Leadership Council on Legal Diversity (LCLD), which highlights law firms and corporations with strong commitments to building a more inclusive legal profession. The LCLD is an organization of over 400 corporate legal officers and law managing partners devoted to promoting inclusiveness in their organizations, with the ultimate goal of building a more equitable and diverse legal profession. The Top Performer award recognizes Richards Layton as being one of the organizations that is most engaged with LCLD’s activities and programs throughout the year.

Potter Anderson Partner Michael A. Pittenger Becomes ACTL Fellow

Potter Anderson & Corroon LLP is pleased to announce that firm partner and Transactions & Corporate Counseling Practice Group leader Michael A. Pittenger has become a Fellow of the American College of Trial Lawyers (ACTL).

Also a member of Potter Anderson’s Executive Committee, Pittenger represents corporations, directors, and stockholders in fiduciary duty litigation, M&A and corporate takeover litigation, and commercial litigation in the Delaware Court of Chancery. He is the co-author of Corporate and Commercial Practice in the Delaware Court of Chancery, Second Edition (Matthew Bender & Co.), which is recognized as a leading authority on Delaware corporate practice and has been cited by the Delaware courts in over 500 published opinions. He also counsels corporations, directors, and board committees regarding corporate governance matters, fiduciary duties, proxy contests, M&A transactions, and other aspects of Delaware corporate law. 

Learner College of Business & Economics: Preparing You to Meet the Market's Financial Needs

According to the U.S. Bureau of Labor Statistics, the job outlook for financial managers is projected to grow 17 percent from now until 2033. The increasing importance of big data and FinTech in the finance sector necessitates a strong foundation in programming and analytics. The University of Delaware’s Master of Science in Finance program helps you evolve and grow as a financial professional to stay current in a changing industry. Offered by UD’s Lerner College of Business and Economics, the program is designed to augment your financial industry knowledge with specialized coursework in risk management and fixed income securities. In addition to developing your skills in critical thinking, the program sharpens analytical decision making and emphasizes teamwork. We equip you with the tools to identify, assess, and mitigate financial risks as well as the fundamental programming knowledge required to collect, process, and analyze extensive financial datasets. Collectively, these skills are critical in the increasingly data-driven financial industry and enable decision makers to navigate complex financial environments and devise effective strategies for managing risks and opportunities facing their enterprises. Recent graduates have successfully secured careers in areas such as investment banking, private wealth management, and financial services. We are now accepting applications for Spring 2025 enrollment. Join us!