DBA Digest for July 23, 2021
2021 Women Connect Speaker Series Wraps Up
with Linda Comerford!
The 2021 Women Connect Speaker Series concluded yesterday, July 22 with Linda Comerford presenting Exploring Emotional Intelligence. Linda explored the powerful EQ-i 2.0 approach that includes Problem Solving and Stress Management topics. The approach 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.

All sessions of 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
  • Exploring Emotional Intelligence - Linda Comerford

You can watch all six dynamic Women Connect sessions in 2021 for just $199 for DBA Members, or attend individually for $39 per session for DBA members.

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!
Fulton Financial Announces 2nd Quarter 2021 Results
Fulton Financial Corporation reported net income available to common shareholders of $62 million, or $0.38 per diluted share, for the second quarter of 2021.

"In the second quarter, Fulton Financial again achieved solid performance,” said E. Philip Wenger, Chairman and CEO of Fulton Financial Corporation. "Our results reflect stable to improving core business trends, a disciplined operating environment, growth in wealth management revenues and stable asset quality.”
Shore United Bank Shares Impact of its Vault Digital Education Program That Supported Students as COVID-19 Challenges Continue
Shore United Bank released the annual impact data for the Vault digital education curriculum it provides to elementary students across Dorchester County, Maryland and Accomack County, Virginia. This program supports schools and teachers as they strive to provide students with life skills like financial empowerment, mental wellness, and money skills to help them succeed both in and outside the classroom after a difficult year amidst the COVID-19 pandemic. These resources were made available to schools at no cost through Shore United Bank’s relationship with EVERFI, the leading Impact-as-a-ServiceTM education innovator.
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.
Belfint Lyons & Shuman, CPAs Promotes Eleven Team Members
Belfint, Lyons & Shuman, P.A. (BLS), a certified public accounting and consulting firm with offices in Delaware and Pennsylvania, announces eleven well-earned promotions. Marcelo A. Morinigo, CPA has been promoted to Manager in the firm’s International Services Practice Group. Tanner Barretta, CPA, Richard Gledhill, Lai Ming Ho, Jason Knorr, Ryan Patterson, and Charles Riordan have been promoted to Senior Accountant. Amanda Cox, Rachel Mulderrig, and Andrew Treon have been promoted to Staff II Accountant. Charles Jenkins has been promoted to Bookkeeper II.
Gordon, Fournaris & Mammarella, P.A. Listed in 2021 Chambers High Net Worth Guide
Gordon, Fournaris & Mammarella, P.A. (GF&M) is ranked as Band 1 for the fifth time in this year’s Chambers High Net Worth (HNW) guide. “They have really built their boutique into a behemoth,” one source observes. GF&M’s quality of work is praised by sources and interviewees. The firm is described to have a “strong reputation,” especially in Delaware, and that the attorneys “are really trust specialists.” GF&M is the only law firm in Delaware to consistently have four attorneys individually ranked as notable Private Wealth Law practitioners by the HNW guide every year since its inception. Peter Gordon is ranked in Band 1, and Michael Gordon, Kimberly Gill McKinnon, and Daniel Hayward are ranked in Band 2. GF&M attorneys are all described as knowledgeable and helpful.  
Chambers HNW 2021 Ranks Morris Nichols in Band 1 for Delaware Private Wealth Law
The 2021 edition of Chambers High Net Worth has again ranked Morris Nichols in Band 1 for Private Wealth Law in Delaware.
The Trusts & Estates/Private Client team is “as good as it gets,” a source says and another comments that “for many years they have been at the forefront of the trust industry.”

Another commenter expresses, “Morris Nichols has always been a pleasure to work with. They are extremely responsive and are adept at prioritising issues that we need fast-tracked,” a testament to the firm’s commitment to client service.
Three Morris Nichols attorneys were ranked in the table for leading individuals. Morris Nichols remains the only law firm with multiple attorneys ranked Band 1 on the Delaware Private Wealth Law table.

Todd Flubacher (Band 1) “is open-minded and listens to his client before he gives advice. His advice is practical as he is adept at highlighting the risk to the client to allow his client to arrive at an informed decision.” Tom Pulsifer (Band 1) is praised by a source as “the best trusts and estates lawyer in Delaware,” adding, “He is very creative, he knows it all, he’s the encyclopaedia on Delaware trusts and estates law.” Zach Haupt (Associates to Watch) is well-regarded by a wealth professional source: “he’s very smart, very proactive and very responsive.”
Richards, Layton & Finger Again Tops the Chart in The Deal’s M&A Rankings
Richards, Layton & Finger leads The Deal’s rankings of M&A transactions handled by Delaware law firms in the first half of 2021. Posting more deals valued at $100 million or more than any other Delaware firm, Richards Layton has led the state in these high-value deals for nearly 30 years.

Richards Layton is recognized worldwide for its skill in handling both ordinary and extraordinary corporate transactions and matters of corporate governance. Because of our lawyers’ deep experience and their ongoing role in helping to develop Delaware’s influential business statutes, multinational corporations and leading law firms around the world turn to Richards Layton to handle their most significant transactions.
FideliTrade Incorporated’s Leonard Minner has been recognized in Philadelphia Business Journal’s CFO of The Year - Class Of 2021
The Philadelphia Business Journal announced that it has named Leonard Minner to the CFO of the Year - Class of 2021. The Business Journal considers nominations from the local business community and selects winners based on criteria including demonstrated contributions to the company's growth and/or profitability, tenure and scope of responsibilities, leadership, success in overcoming business challenges, respect and influence within the company, and community involvement.

Len Minner has been acting CFO of FideliTrade and its subsidiaries for 11 years. During this time Len has been appointed two company boards and has also taken on the role of IT Director. Len received his Bachelors in Accounting and Associates in Finance from Goldey Beacom College. He’s also a member of the Delaware Society of CPA’s and American Institute of CPA’s.
New! Ask the Fed® Sessions: Succession Planning (July 27) and Energy (August 5)
NEW - Tuesday, July 27, 2021 2:00 pm ET: Success in Succession Planning
In conjunction with the Federal Reserve System’s Community Banking Connections article, Putting the Success in Succession Planning and Management (the second 2021 edition), Supervision Manager Romel Bonilla, Senior Examiner Joel D’Souza, and Lead Examiner William Mark from the Community Banking Organization division at the Federal Reserve Bank of Chicago, will discuss the challenges that community banks face in succession planning and the common industry practices. They will also offer the supervisory perspective on this important risk management tool and the range of bank practices.

NEW – Thursday, August 5, 2021 2:00 pm ET: Energy Update - Oil and Gas
The oil market has begun recovering from the pandemic and prices are rising. So, what does this mean for banks? Please join Senior Research Economist/Advisor Michael Plante, Business Economist Kunal Patel, Senior Examiner Thom Quint and Principal Examiner John Shackelford for a discussion about the oil and gas market and observations on bank lending.

A recorded archive of both sessions will be made available on the Ask the Fed® site shortly after the call.
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