Pub. 6 2017 Issue 7

October/November 2017 17 l e a d i n g a d v o c a t e f o r t h e b a n k i n g i n d u s t r y i n k a n s a s Bill Martin, Intrust Bank, provided a talk titled, “How Advisors Can Thrive by Embracing Fintech and Goals-Based Investing.” A tech enabled framework coupled with a goal based focus, can help build a collaborative path and better returns. Martin demonstrated the perception of the banking industry from a survey measuring honesty and integrity by profession. Banking and financial advisors have decreased by 35% in the last decade. Martin made his case that this can be improved with a goal based approach that has the end in mind. He led the discussion with an approach the leads clients to better outcomes. The conference wrapped up with a humorous tone as Samuel Donaldson, Professor of Law at Georgia State University, gave a presentation titled, “The Remains of the Day: Planning Decisions Regarding the Use and Disposal of a Client’s Body After Death.” His topic included organ donation, use of donated sperm and other physical material that many would never consider. This eye- opening discussion provided for new considerations in the planning process. The conference adjourned. Jeff Bottenberg and Michael Riley, BOK Financial, and Kathy Weyer, The Trust Company of Kansas, catch up during a break. Pictured left to right are Pete DellaFlora and Joe Calderone from Broadridge Financial Solutions, Julie Dalton, Southwest National Bank, Wichita, and Todd Golden, Broadridge. Pictured left to right are Mark Kennedy, John Thaemert and Jim Metzof, from Citizens State Bank & Trust Co., Ellsworth; Amy Thompson, Central National Bank, Topeka; and Alicia Rothe, Corefirst, Topeka. Emily Donaldson, Stevens & Brand, discussed the changing environment of Medicaid coverage for long term care. “Sales and the Client Experience” was the topic from Patrick Seelye, Financial Life Matters. Bill Ehling, Federated, spoke on “Fixed Income Outlook”. Samuel Donaldson, GSU Law Professor, led a talk on a serious topic that brought about many laughs. Larry Divers, Cannon Financial, provided insight for the Department of Labor Fiduciary Rule.