Florida Banking October 2021

FBA’S 2021 TRUST & WEALTH MANAGEMENT CONFERENCE RITZ CARLTON, FORT LAUDERDALE

PHOTOGRAPHS BY BROOKE HARRISON, PUBLICATIONS DIRECTOR, FBA T he FBA held its annual 62nd Trust & Wealth Management Conference at the Ritz Carlton in Fort Lauderdale on September 8-9. This annual conference is designed with the trust and wealth management professional firmly in mind. The timely curriculum addressed topics and issues currently challenging the industry, taught by attorneys well versed in the legal aspects, industry consultants, and senior trust and wealth management officers deep in the daily trenches. Division Chair Kelly Caldwell, chair and CEO of Caldwell Trust Company, provided legislative

and education updates and presented awards in recognition of service, involvement and accomplishments. Florida trust CEOs from around the state were invited to attend the inaugural FBA CEO Roundtable Discussion & Dinner to discuss issues impacting the trust and wealth management industry. FBA President and CEO Alex Sanchez participated and gave an exclusive Washington briefing. The dinner was sponsored by Kelly Caldwell and proved to be a productive, enlightening evening.

FBA Trust Executive Committee Chair Kelly Caldwell presents Tom Lytton, president of FineMark National Bank & Trust – Riverwalk, with the 2022 Trust School Honor Graduate award.

Kelly Caldwell (right) recognizes Managing Principal of Sabal Trust Company Lucas DeVicente for his leadership as 2021 Trust School Director.

FBA President & CEO Alex Sanchez speaks with trust bankers at the inaugural CEO Roundtable Discussion & Dinner.

FBA President & CEO Alex Sanchez gives an exclusive Washington briefing at the FBA CEO Roundtable Discussion & Dinner.

FBA President & CEO Alex Sanchez with Nelson Hinojosa.

FBA Trust Executive Committee Chair Kelly Caldwell at the CEO Roundtable Discussion & Dinner.

20 — FLORIDA BANKING THE VOICE OF FLORIDA BANKING