Florida Banking November 2021

Editorial & Executive Offices 1001 Thomasville Road, Suite 201 Tallahassee, FL 32303 850-224-2265 www.floridabankers.com Advertising & Production Offices 945 Winnetka Ave. N., Ste. 145 Golden Valley, MN 55427 952-835-2275 For advertising information, contact Valerie Fischer, sales account executive 913-261-7055 Valerie@NFRcom.com For reprints or single issues, contact 800-336-1120 Statements of fact and opinion are made on the responsibility of the authors alone and do not imply an opinion or endorsement on the part of the officers or members of FBA. Florida Banking is published 11 times annually with a combined issue in December/January. Subscription price is $50 per year for nonmembers. Postmaster, send address changes to Florida Bankers Association, P.O. Box 1360, Tallahassee, FL 32302. Copyright 2021 Alex Sanchez President and Chief Executive Officer Fax 952-835-2295 www.BankBeat.biz

THE MAGAZINE OF THE FLORIDA BANKERS ASSOCIATION

VOLUME 36

NUMBER 10

NOVEMBER 2021

ON THE COVER 8 - - - - - FBA's Trust and Wealth Management Division: Shaping New Legislation CONTENTS 4 - - - - - - - - -Chair’s Message 6 - - - - - - Straight Talk from the President's Desk 12 - - - - - - - Trust and Wealth Management Division Legislative Accomplishments 14 - - - - - - - - - Trust Banking: A Preview of the 2022 Legislative Session 16 - - - - Government Relations: Some Thoughts on the Unbanked 18 - -BancServ Endorsed Partner: Renewed Interest in Bank Captives in 2021 20 - - - - - - - - - FBEF Donors 22 - - - - - Personal Transactions 24 - - - - - - - - - - - - - Kudos 28 - - - - - - FBA Staff Spotlight 29 - - - - - - - - - Recent Events 30 - - - - - - - Upcoming Events 31 - - - - - - - - - Did You Know 31 - - - - - Advertising Directory

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Florida Bankers Association asanchez@floridabankers.com Pamela Ricco Executive Vice President and Chief Operating Officer Florida Bankers Association pricco@floridabankers.com Brooke Harrison Publications Director Florida Bankers Association bharrison@floridabankers.com

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Fab Brumley Chair

Bill Penney Chair-Elect

Greg Nelson Immediate Past Chair

Lloyd DeVaux Second Immediate Past Chair

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On the Cover: Members of the FBA Trust Executive Committee

Florida Bankers Association: The voice of Florida banking since 1888.

Photos by Mark Gall, Images for Business, Orlando, Fla.