Program for Tuesday, July 27

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Program for Tuesday, July 27

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50 South La Salle, 6th Floor, Chicago, Illinois

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  Program at a Glance
  Program for Monday, July 26
Program for Tuesday, July 27
  Program for Wednesday, July 28
  Conference Information

8:00 a.m.
Continental Breakfast and Registration
Trust Expo Exhibit Hall Open
Take this opportunity to meet suppliers and get a first-hand view of the newest products and services.

8:45 a.m.
Walter Weisenburger, Senior Vice President

9:15 a.m.
TrustPortal Update & Release Review
Specialist from Fi-Tek, LLC
Walk through the latest Trust Portal enhancements designed to boost your trust department's efficiency.

10:15 a.m.
Refreshment Break
Trust Expo Exhibit Hall Open

10:30 a.m.
Going International - Global Trade Processing

Terrence Ransford, Director of Trading,
Northern Trust Securities, Inc.

Examine global stock, bond, ADR and foreign currency transactions and markets. Learn about the application of these securities in the context of Northern Trust's custody offerings.

11:30 a.m.
Trust Expo Exhibit Hall Open

12:30 p.m.
Portal Widgets to Improve Efficiency
Specialist from Fi-Tek, LLC
Discover how you can create highly efficient workflow by custom-configuring your TrustPortal desktop. New features can help you enhance daily productivity.

1:30 p.m.
Trust Expo Exhibit Hall Open

1:45 p.m.
Clearance and Settlements, an Industry View

Joseph Clemente, Product Manger – Securities Processing, Depository Trust & Clearing Corporation
This is your chance to get insider answers. Hear a frontline assessment of changes in the industry and the reasons behind them.

2:45 p.m.
Enhance Audits Using Automated Account Review

Specialist from Fi-Tek, LLC
Increasing complexity and scrutiny in internal and external audits has translated into a significant increase in the resources dedicated to performing client reviews. Discover ways to improve productivity and transparency with TrustPortal’s Account Reviewer module. Come learn how you can go paperless while meeting audit, committee and Reg 9 requirements.

3:45 p.m.
Boomers, Xs and Ys, OH MY!
Managing Across the Generations

Laurie Wessels, President, Wessels Group
Intergenerational differences in values and views, and ways of working, talking, and thinking are challenging our ability to run effective organizations. Currently, there are four active generations in the global workforce, each of which has distinct attitudes, behaviors, expectations, habits and motivational buttons.

This creates an explicit need to overcome generational and communication differences, to create positive ends for the organization and the individuals who inhabit it. In this session you will:

  • Recognize the differences among the four generations
  • Be able to identify the challenges between the generations
  • Learn what drives and how to manage Gen Y

5:30 p.m.

150 North Dearborn Street
Chicago, IL 60601-3205

Located in Chicago’s exciting theatre district, Petterino's features a 1940s style that celebrates the Golden Age of Glamour.

As Chicago's premiere theatre dining destination, Petterino's presents the finest in American classic cuisine.

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