October 22, 2026 | 1:00 p.m. – 5:00 PM CT | Reception to Follow
This annual CLE event, presented by the Wealth Planning, Administration, and Fiduciary Disputes Group, is tailored for legal professionals, fiduciaries, wealth advisors, and others who help businesses, families, and individuals navigate the various challenges that arise for fiduciaries and those who rely on them. This year, we turn our attention to “Dollars & Sense: Tools, Trends, and Trusted Advisors,” exploring the financial calculations, economic pressures, and valuation questions that shape fiduciary responsibilities. Through practical and thought-provoking sessions, attendees will examine how wealth is measured, transferred, taxed, valued, and disputed, and why some of the most challenging fiduciary matters involve balancing financial outcomes with deeply personal interests and emotions.
PROGRAM DETAILS
REGISTRATION AND NETWORKING LUNCH
12:30 p.m. – 1:00 p.m. CT
OPENING REMARKS
1:00 p.m. – 1:05 p.m. CT
Speaker:
Tom Berndt
Partner
Robins Kaplan LLP
KEYNOTE //Aligning Wealth with Purpose: Shift from Traditional Philanthropy to Driving Impact
1:05 p.m. – 1:50 p.m. CT
Speaker:
Avery Fontaine
Senior Vice President, Head of Purpose
PNC Private Bank
INTERACTIVE SESSION // Ripped from the Headlines
1:50 p.m. – 2:05 p.m. CT
Speakers:
Denise Rahne
Partner
Robins Kaplan LLP
Tim Billion
Partner
Robins Kaplan LLP
BREAK
2:05 p.m. – 2:15 p.m. CT
PANEL SESSION // From Every Angle: Fiduciary Challenges Through the Eyes of Trusted Advisors
2:15 p.m. – 3:00 p.m. CT
Moderator:
Amy Sisk
Associate
Robins Kaplan LLP
Speakers:
Frances Becker
Senior Trust Specialist and PTC Trust Officer
South Dakota Trust Company LLC
Sharon Bloodworth
CEO
White Oaks Wealth Advisors
Richard Thomas
Founding Partner
Burke & Thomas
INTERACTIVE SESSION // Ripped from the Headlines
3:00 p.m. – 3:15 p.m. CT
Speakers:
Denise Rahne
Partner
Robins Kaplan LLP
Tim Billion
Partner
Robins Kaplan LLP
SPECIALTY CLE // Secondary Trauma and Fiduciaries: Recognizing Risks and Building Resilience
3:15 p.m. – 4:15 p.m. CT
Speaker:
Sarah MacGillis
Outreach Director
Lawyers Concerned for Lawyers
BREAK
4:15 p.m. – 4:30 p.m. CT
INTERACTIVE SESSION // Ripped from the Headlines
4:30 p.m. – 4:45 p.m. CT
Speakers:
Denise Rahne
Partner
Robins Kaplan LLP
Tim Billion
Partner
Robins Kaplan LLP
NETWORKING RECEPTION
4:45 p.m. – 6:00 p.m. CT
CLE Accreditation
Robins Kaplan will seek approval with Mandatory Continuing Legal Education board
in Minnesota for a maximum of 2.25 hours of Standard credit and 1.0 hour of Ethics credit.
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