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.

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!

"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 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-Service^TM education innovator.

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.

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.”

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.

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.

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.

All Three New Foundations of Delaware Trusts Now Available On-Demand! Approved for 2.5 CE Credits Per Session; 2.00 DE CLE!

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.

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:

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.