December 9, 2022
7:30 AM to 12:30 PM
The Historic Davenport Hotel – 10 South Post Street, Spokane, WA
Chief Investment Officer & Economist for Washington Trust Bank and holds a Chartered Financial Analyst® designation with over 40 years of investment experience. As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio Management Group and works closely with clients and relationship managers to design, implement and monitor investment and risk management strategies.
Throughout the Pacific Northwest, Steve is a well-known speaker on the economic conditions and the world securities markets. He also actively participates on committees within the bank to help design strategies and policies related to bank‑owned investments.
In Steve’s role as the economist for Washington Trust Bank he participates in public speaking engagements, as well as authoring multiple communications, to keep clients and the public informed of economic and investment market conditions. Throughout the Pacific Northwest, Steve is a well-known speaker on economic conditions and world financial markets.
“A Regional and National Economic Update”
Steve Scranton, Sr. VP, Chief Investment Officer and Economist, Washington Trust Bank, will share his insights.
The presentation will provide an update on the local, regional and national economies.
It will also address the often-asked questions: Are we in a recession? If not, is a recession coming?
The goal of the presentation is to provide information and perspective that will help attendees understand what is happening with the economies, how that may affect their jobs and businesses, and what to plan for over the coming year.
Anna Liotta, MA, CSP, is an award-winning keynote speaker and best-selling author with a deep understanding from 20 years of research on how generational demographics and dynamics affect every aspect of business success.
Early in her career, Anna identified a common theme: a fundamental lack of understanding between different generations within an organization hinders trust, alignment, and bottom-line outcomes. This led to her life’s work of helping people develop practical strategies for optimal communications across generations.
Anna’s most impressive generational credential, however, is that Anna is the youngest girl of nineteen children. This means that every Thanksgiving, graduation, or wedding is a fascinating case study in multi-generational communication. The founder of The Generational Institute™ and author of Unlocking Generational CODES, © Anna’s clients range from the PGA of America to the NBA, from Amazon.com to Coca Cola.
Anna holds a Master’s degree in Interpersonal Communication. She currently serves as the President of the National Speakers Association.
“Unlocking Generational Codes”
Unlocking Generational CODES© is the key to understanding the people around you—young and old and in between. Generational expert, Anna Liotta, takes readers on a journey of how members of each generation think, behave, and engage. Anna teaches you how to overcome the “generation gap” so you can effectively communicate and develop meaningful relationships with members of all the generations in the workplace and in everyday life.
Kristi Scott graduated from the Unversity of Phoenix on the Dean’s List, in 2013.
Her education has lead her through a variety of positions that have complimented her position at Retirement Nationwide.
She is an active Rotarian, Secretary of the CDA Estate Planning Council, Founder/Co-Director SPAN of Benewah County and a member of Elks Lodge #1418
“Social Security (Use it or You Could Lose It)
& Business Succession & Executive Benefit Planning”
Kristi Scott, Retirement Nationwide, will examine issues that may relate to your business:
- Ins and Outs of Social Security
- Four Ways to “Buy Out”
- Key Employee Retention and Reward