DBA Digest for July 16, 2021
Next Women Connect: Exploring Emotional Intelligence with Linda Comerford - July 22nd!
Don't miss the final session in the 2021 Women Connect Speaker Series: Exploring Emotional Intelligence, with Linda Comerford, next Thursday, July 22, 12:00 to 1:30 p.m. Linda will explore the powerful EQ-i 2.0 approach that includes Problem Solving and Stress Management topics. This EQ-i program blends training and coaching strategies to help you and your colleagues analyze how often they use the skills, determine their impact on others, and balance their usage for increased professional and personal well-being.

And don't forget, the first five sessions in the 2021 Women Connect Speaker Series are now available for on-demand viewing. Empower and connect with these great speakers and sessions...

  • Build Your Personal Brand - Laura Meyer
  • Business Ready Essentials - Danielle Turcola
  • Building Rapport and Engagement - Cathleen Hitchens
  • Taking the Work out of Networking - All-Star Panel
  • Leveraging Your LinkedIn - Michael Coniglio

You can attend all six dynamic Women Connect sessions in 2021 for just $199 for DBA Members, or attend individually for $39 per session for DBA members. All sessions will be available live on the day of the event, and on-demand for viewing at your convenience.

Follow the link below to register and to view the full series agenda!
Discounted Early Bird Registration!
2021 Delaware Trust Conference - Ends August 8th!
Wealth Management Professionals, you have until August 8th to save with Discounted Early-Bird Registration for the 2021 Delaware Trust Conference! DBA Members can register with an all-access pass for just $925 (regularly $995).

The 2021 edition is back at the Chase Center on the Riverfront and better than ever! For those who still need to distance, this year’s conference will also be available as a live stream. There will also be a selection of on-demand sessions for all attendees. All the sessions feature the stellar line-up of the nation’s top trust, legal, and wealth management experts for which the Delaware Trust Conference is known.

The Delaware Trust Conference is an ideal opportunity to network while obtaining continuing education credit for: Trust Professionals, Portfolio Managers, Financial Advisors, Attorneys, CPAs, CTFAs, Wealth & Asset Management Services Executives, Executive Trust Officers, Investment Officers, Investment Managers, and Trust Department Managers. Earn up to 18.0 CLE Credits, Including 2.0 Ethics Credits!

Follow the link below for agenda and registration information!
Join the Growing List of Prestigious Sponsors and Exhibitors at the 2021 Delaware Trust Conference!
Make sure your firm is represented at the 2021 Delaware Trust Conference! The premiere wealth management event is back at the Chase Center on the Riverfront in Wilmington. The conference will also be available as a Live Stream and On-Demand increasing sponsors' visibility! Join these prestigious sponsors and exhibitors...

Platinum Sponsors
Diamond Sponsors
Gordon, Fournaris & Mammarella, P.A.
McCollom D'Emilio Smith Uebler LLC
Young Conaway Stargatt & Taylor, LLP

Gold Sponsors
Charles Schwab Trust Company
Connolly Gallagher LLP
Morris, Nichols, Arsht & Tunnell LLP

Silver Sponsors
Bank of America, Private Bank
Chilton Trust
Commonwealth Trust Company
Cover & Rossiter
First State Trust Company
Morris James LLP
Santora CPA Group
SunTrust Delaware Trust Company

Bronze Sponsors:
Belfint, Lyons & Shuman, CPAs
Duane Morris LLP

Heritage Auctions
Weiner Benefits Group

Jenifer Jurden is a Cartoonist from Wilmington who has graciously provided her Planet Jurdy cartoons for the DBA Digest. Jurdy® is her other-worldly "Hero of Happyness" whose cartoons bring levity to humans worldwide.
NCALL Seeks Chief Lending Officer
NCALL Loan Fund is hiring a Chief Lending Officer. The Chief Lending Officer (CLO) is primarily responsible for the Loan Fund’s strategic lending program including: business development and loan production, marketing and outreach, design and implementation of new financial products and services, portfolio management, loan policies and systems, and collaborating with the Loan Fund Director to develop key partnerships and to raise new capital.
To learn more about this role or to apply, please visit NCALL's career page via the link below.
Andy Johnson Graduates from 2020 - 2021 ConvergenceCoaching® Spring Transformational Leadership Program™
Cover and Rossiter, an award-winning CPA advisory firm in Wilmington, Delaware is thrilled to announce that Andy Johnson, Principal, has completed the ConvergenceCoaching® Spring Transformational Leadership Program™. Johnson has been an employee in the tax department since 2008. His primary focus is helping clients navigate the constantly changing tax landscape. In addition, he has taken on a leadership role in evaluating and implementing new technologies intended to help shape Cover & Rossiter as a CPA and advisory firm positioned for growth well into the future. With his exceptional problem-solving skills and attention to detail, Andy is an incredible asset to the C&R team.
Marie Holliday, Managing Director, said this about Johnson: “I am continuously impressed by Andy’s relationships with clients, work ethic and determination to enhance his leadership skills. The firm, and our clients in particular, will continue to benefit from Andy’s tax expertise and guidance!”
Richards, Layton & Finger and Its Directors Are “Solid Gold in the IAM Patent 1000
Richards, Layton & Finger received the highest gold ranking and firm directors Fred Cottrell, Kelly Farnan, and Jeffrey Moyer are named among Delaware’s top patent attorneys in the 2021 edition of IAM Patent 1000: The World’s Leading Patent Professionals. Cottrell heads Richards Layton’s IP Group, and Farnan and Moyer are vice chairs of the firm’s Litigation Department.

Richards Layton is the only Delaware firm with two lawyers, Cottrell and Farnan, named in the guide’s top gold band. “A premier choice for patent litigation, Richards, Layton & Finger is tried and tested in high-stakes scenarios,” reports IAM Patent 1000. “Cottrell has long been a go-to for titans of technology,” Farnan is “smart, highly capable, and deeply knowledgeable regarding local judges,” and Moyer is a “seasoned commercial litigator with a flair for technology cases and licensing disputes” (IAM Patent 1000).
All Three New Foundations of Delaware Trusts Now Available On-Demand! Approved for 2.5 CE Credits Per Session; 2.00 DE CLE!
All three new Foundations of Delaware Trusts are now available for on-demand viewing.

Discretionary Decision-Making with Cynthia D.M. Brown, President, Commonwealth Trust Company, and Todd A. Flubacher, Esq., Partner, Morris, Nichols, Arsht & Tunnell LLP

Estate Planning Strategies to Minimize Taxes and Control Wealth Transfer, with Matt D'Emilio, Managing Member, McCollum D'Emilio Smith Uebler LLC, and, Mark Doyle, Principal, Fiduciary Counsel, Bessemer Trust Company of Delaware, N.A.

Reading and Interpreting a Trust Document with David Diamond, President, The Northern Trust Company of Delaware, and Daniel Hayward, Partner, Gordon, Fournaris & Mammarella, P.A.

Each session is only $199 for DBA Members, or all three sessions for only $459 for members!
Sign Up Now! Two On-Line Courses:
Fundamentals of Commercial Banking; and,
Analyzing Repayment Sources!
The Delaware Bankers Association & Delaware Financial Education Alliance has partnered with Andy Keusal with Keusal Learning LLC to offer two new online Breaking into Banking videos:

  • Breaking into Banking 101: Fundamentals of Commercial Banking - ten learning modules, over 5 hours in total content

  • Breaking into Banking 201: Analyzing Repayment Sources - nine modules covers topics including how to analyze income statements, balance sheets, collateral, and risk rating.

Each module includes a video lesson and a multiple-choice self-check. Many of the lessons include exercises/case studies for learners to work through that are related to a sample company outlined in the course’s Reference Guide.

Get the full details, including an introductory video at the link below.
We want to hear from you! Please send your news items to
Greg Koseluk at greg.koseluk@debankers.com