PRESIDENT
Barbara
Van Zomeren
Senior Vice President,
Ascensus
VP, MEMBERSHIP
Kelli
Click
President,
STRATA Trust Company
TREASURER
John
Perugini
General Counsel,
Inspira Financial
SECRETARY
Jeff
Worley
SVP of Risk Management,
GoldStar Trust Company
CONFERENCE CO-CHAIR
Kaaren
Hall
CEO,
uDirect IRA Services
CONFERENCE CO-CHAIR
Elizabeth
Curtis
General Counsel,
Equity Trust Company
BOARD MEMBER
Tamara
Wendoll
EVP/COO,
Pacific Premier Trust
BOARD MEMBER
Scott
Schwartz
EVP & General Counsel,
Delaware Depository
BOARD MEMBER
Bill
Humphrey
CEO,
New Direction Trust Company
BOARD MEMBER
Jerry
Lueger
Senior VP,
CNB Custody