MOKAN AT A GLANCE

Past MOKAN speakers and topics...

 

2008

General Sessions

Economic Outlook – Tom Hoenig

Issues Facing Investors in 2008 and Beyond – Jim Russell

Lessons from the Bishop Estate Story – Randy Roth

Yes you Can – Jim Stovall

Recent Developments in Estate Planning and Trust Administration – Charles Fox IV

What’s New in the Pension World? – Charles Lockwood

Concurrent Sessions

Washington Update – Sally Miller

Business Development – Terry Slattery

Ethics Panel – Jim Bush, Jerry Fairbanks, Mark Knackendoffel

Charitable Trust-Lessons from Bishop Estate Q&A – Randy Roth

The Next Step for Business Owners and Their Bankers – Nick Niemann

Now that You Have It – What Do You Do With It? (IRAs) – Kathy Sherby

The Ten Commandments of Relationship Management – Steve Goodman

Recent Malpractice Cases Against Professional Fiduciaries – Steve Goodman

 

2007

General Sessions

Market Signals: What the Financial Markets are Telling Us Now – Peter Ricchiuti

A New Era Dawns (economy) – Brian Wesbury

Advanced Planning for IRAs & Other Qualified Plans – Robert Keebler

MicroBranding: Building Powerful Local Brands and Beating Your Competition – T. Scott Gross

From the IRS with Love: Recent Developments in Estate Planning, Estate Administration, and Trust Administration – Charles D. fox IV

Qualified Plans are Forever – But IRS Never Dies (an update on new developments affecting qualified plans) – Charles Lockwood

Concurrent Sessions

Live and Let Die (Washington Update) – Sally Miller

License to Hedge (alternative investments) – Scott Bedell

Charitable Planning Opportunities with a Qualified Plan – Robert Keebler

A Brief Study of the Ethical Behavior of Trust Officers – T. Jack Challis & Scot Boulton

Your 2-007 Secret Weapon: The “Q” Print for Success – Donna Schumell

Casino Royale: The Real Crap Shoot is Taxes – Fran DeMaris

 

2006

General Sessions
Outlook for the (Political) Economy – Robert Dederick
Building Balanced Portfolios by Using Worldwide Size & Value Risk Factors – Rex Sinquefield
The Millionaire Next Door – William Danko
Creating a Culture of Service Excellence – Dennis Snow
Recent Developments in Estate Planning and Trust Administration – Charles D. “Skip” Fox
New Developments Affecting Retirement Plans – Sal Tripodi
Concurrent Sessions
Pre and Post Death Issues When Integrating the IRA with the Trust Planning – Kathleen Sherby
New Developments & Emerging Trends in Ethical Issues for Bank Trust Officers – Phil Ridenour
Management of Unique Assets – Jeff Thorpe
Washington update – Sally Miller
Charitable Organizations: Choice of Entity
Missouri and Kansas Uniform Trust Code – New Trust Code, and Old – William Hobson
Who Me, Trust Administrator of a Special Needs Trust? – Tom Gaughen 

 

2005

General Sessions

The 2005 Economy – Prosperity or Crisis? – Brian Wesbury

How Uncertainty Brings Opportunity – Peter Ricchiuti

Beneficiary Planning with IRAs: Harmonizing Tax Efficiency with Client Intent – Dave Polstra

Why Settle for the Balcony? How to Get a Front Row Seat in Life! – Marilyn Sherman

New Trends in Estate Planning – Charles D. “Skip” Fox

Current Developments Affecting Qualified Plans – Charles Lockwood

Concurrent Sessions

Making Sense of Business Succession Planning – Ellen Simmons

Fiduciary Liability from Bank Trust Perspective – Jack Challis

Communicating Economics to Clients – William Snider

Sales Management – Chuck Gorney

The Ethical Duties & Conflicts of Trust Officers – Phillip Ridenour

A Report from Washington – Jim McLaughlin

Guidance for Trustees of Special Needs Trusts – Craig Reaves

New Trends in Estate Planning – Skip Fox

 

2004

General Sessions

The Seven Step Investment Interview – Daniel Smith

Practical Selling in the Wealth & Trust Market – Bill Ottinger

All Systems Go – Brian Wesbury

New Trends in Estate Planning – Charles “Skip” Fox

Concurrent Sessions

City Slickers & Large IRAs:  How Mitch & Curly Get It All Worked Out – Dave  Polstra

Long Term Care Insurance – Claude Thau

Tax Problems When a Client Dies – Gretchen Fleischut & Mary Shafer

Fiduciary Liability Associated with Discretionary Distributions – Joseph Mooney

Recurring Ethical Issues for Bank Trust Officers – Phil Ridenour

A Report From Washington – James McLaughlin

Life Insurance & Annuity Products – Joe Price & Chris Jones

Charitable Remainder Trust Administration – Robert Kirkland

Current Developments in Employee Benefits – Sal Tripodi

 

2003

General Sessions

The Savage Truth on Money – Terry Savage

Estate Planning for Bypass Trusts Funded with Retirement Assets – Christopher Hoyt

The Economy Struggles – Brian Wesbury

Burning the Candle at Both Ends – Norm Bossio

New Trends in Estate Planning – Charles “Skip” Fox

Concurrent Sessions

Current Ethical Issues for Bank Trust Officers – Philip Ridenour, Ridenour and Ridenour

Advanced Asset Protection Planning – Jay Adkisson, Adkisson Consulting LLC

Challenges of Integrating Brokerage and Trust – Karen Banks, Frost National Bank

Client Retention: Locking the Back Door – Robert Franke, Robert H. Franke & Associates

Washington Legal and Regulatory Update – Timothy Keehan, Mayer, Brown & Platt

Smooth Sailing with Regulators – Betsy Tedrow, Federal Reserve Bank of Kansas City

Qualified Retirement Plan Design – Charles Lockwood, Global Benefit Advisors, LLC

Current Developments in Employee Benefits – Charles Lockwood, Global Benefit Advisors, LLC

 

2002

General Sessions

The Age of Little Tim Interest Rates – James Grant

 “Entertaining” and “Economist” in the Same Sentence??  YES!! – Jeff Thredgold

Identifying and Providing for the Needs of High Net Worth Clients – Tony Gallea

Loving People for Fun and Profit – Terry “Moose” Millard

Current Developments in Employee Benefits – Charles Lockwood

New Trends in Estate Planning – Charles “Skip” Fox

Concurrent Sessions

Management of Unique Assets – Jeff Thorpe, Fidelity State Bank

Tax Law Update, Robert Bauer – Grace Advisors

Understanding the New Minimum Distribution Rules and Selected Cases – Natalie Choate, Bingham Dana

Ethics for Trust Officers – Kim Springer, Lewis Rice Fingerhersh

Washington Legal and Regulatory Update – Timothy E. Keehan, Mayer Brown & Platt

Caring for an Aging Population: Strategic Trusts – Clifton Kruse, Kruse & Lynch

Gone Today, Here Tomorrow . . . Non-Qualified Deferred Compensation Executive Benefits in the New ERA – Michael Goldstein, Benefits Group

 

2001

General Sessions

Economic Forecasting into the New Millennium – Dr. Edmond J. Seifried

New Horizons for the 21st Century – Louise Yamada

Sales Management:  Finding, Selling and Closing – William Ottinger

How to Stay Sane until the Psychiatrist Arrives – Amanda Gore

New Trends in Estate Planning – Charles “Skip” Fox

Current Developments in Employee Benefits – Sal Tripodi

Concurrent Sessions

Investment Strategies for the New Millennium – Stephen Burke, State Street

Who Wants to be a Millionaire – Mark Hinderks, Stinson, Mag

IRA’s - Post Mortem Planning Opportunities and New Issues – Kathleen Sherby, Bryan Cave

Washington Update for All Lines of Business and Employee Benefit Issues – Lisa Bleier, ABA

Uniform Trust Code – Scott  Boulton, Firstar

Bellbottoms to Retirement Selling:  Retirement Plans to the Baby Boomer Market – Cannon

Measuring, Monitoring, and Ameliorating Trust-Owned Life Insurance Risks – Randy Whitelaw and Liz Colosimo, Trust Builders

 

2000

General Sessions

What in the World is Going on – Dr. Barry Asmus

The Great American Stock Market – Frank Cappiello

Estate Planning for Retirement Benefits – Natalie Choate

Leadership in the New Millennium – Lou Heckler

Beneficiary Designations for Retirement Plans – Natalie Choate

Washington Update – Judi McCormick

New Trends in Estate Planning – Charles “Skip” Fox

Employee Benefits – Judi McCormick

Current Developments in Retirement Plans – John Utz

Concurrent Sessions

Care and Feeding of Family Limited Partnership and Other Family Owned Business and Investment Entities – Edward F. Reilly

Trust Sales:  No More Let’s Pretend - Robert Franke

Fiduciary Responsibility for Trustees and Their Counsel – William Q. Martin

 

1999

General Sessions

Banking:  A Tale of Tomorrow – Robert Mayer Evans

Portfolio Management Process and Development – Rosemary Fairhead

Hyper Change:  Winning at Warp Speed – Pat Lynch

Employee Benefits, Washington Update – Judi McCormick

Recent Developments – Charles “Skip” Fox

Concurrent Sessions

Insurance Products:  The Nuts and Bolts – Lawrence Brody

Family Foundations, Both Private and Those Organized as Supporting Organizations – Donald W. Paule

Estate Planning for Retirement Benefits – Natalie W. Choate

Recent Trends in Fiduciary Liability – Dr. Francis Hanna

4 Key Services for High Net Worth Client Market – Daniel E. Smith, Cannon

Washington Update – Judi McCormick

 

1998

General Sessions

Current Economy – Dr. William Freund

Charitable Estate Planning – John Davis

Generation Skipping – Robert Kirkland

It Can be Done – Tal Stokes

1997 Tax Legislation and Other Developments in Tax Law – Charles “Skip” Fox

Washington Update – Judi McCormick

Planning Opportunities – Robert Ridley

Concurrent Sessions

Sales – Donna Schummel, Cannon

Fiduciary Liability – Dr. Frances Hanna

IRA Planning – Kathleen Sherby, Bryan Cave

12(b)1 / Reg 9 – Judi McCormick

Understanding Tax Law – Kathy Larsen, Baird, Kurtz, Dobson

Surviving and Thriving in the 21st Century – Chuck Gorney

 

1997

General Sessions

Current Economy – Gene Stanaland

Positively Outrageous Service – T. Scott Gross

Key to Building the Sales Bank – Kent Stickler

Managing to Win – Joe Theismann

1996 Tax Legislation and Tax Law – Charles “Skip” Fox

Washington Update – Judi McCormick

Planning Opportunities under Employee Benefit Law Changes – Robert Carlisle

Concurrent Sessions

Planning Strategies for Large IRAs – Kathleen Sherby, Bryan Cave

Conflict, Confidences and Competency – Dr. Francis Hanna

Employee Benefits – Larry Divers

Asset Considerations in Estate Planning – Tim O’Sullivan

Estate and Fiduciary Tax Return Strategies – Kenneth Wright, Cripps and Wright

Investing with Style – Todd Owen

Sales Management – Robert Franke

 

1996

General Sessions

Shine Life the Stars – Lou Heckler

New American Economy – Frank Cappiello

Non-Sales Selling – William Ottinger

Co-Fiduciary Issues – Francis Hanna

Taxes:  Ultimate Shell Game – Charles “Skip” Fox

Concurrent Sessions

Fiduciary Issues – Q&A following General Session with Francis Hanna

IRA Distribution Rules at age 70 1/2, Death and Beyond – Randy Baltes, Bankers Systems

Risk Management – Dean Miller, OCC

Family Limited Partnerships – Ken Wright, Cripps & Wright

Elder Law & Medicaid Issues – Craig Reaves, Reaves Law Firm

Washington Update – Jim McLaughlin, ABA

Daily Recordkeeping 401(k) Plans – Vince LoCoco, M&I Data Services

 

1995

General Sessions

Economy – What in the World is Going on? – Dr. Barry Asmus

Who are Your Customers, What do They Want? – Dale Terry

Six Structural Chg. in US and Global Economy – Dr. Woody Brock

Humor, Motivation and Mental Toughness – John Cassis

Keeping Current for Marketing and Risk Mgmt. – Roy Adams

Concurrent Sessions

Fiduciary Liability – Dr. Francis Hanna

Merger Consolidation and Competition Forecast – Speaker, Cannon Financial Institute

Mutual Funds – Catherine Voss Sanders, Morningstar