4MARCH - APRIL 2026CONTENTS27 4 COMMONLY USED WEALTH TRANSFER STRATEGIESJEANNE KRIGBAUM, CHIEF WEALTH PLANNING OFFICER, OLD NATIONAL BANK [NASDAQ: ONB]11 INTEGRATED WORKFLOWS: MODERNIZING CANADIAN TAX ADVISORY OPERATIONS24 PLANNING IN TIMES OF UNCERTAINTYCHARLIE HOUSE, VICE PRESIDENT FINANCE,AUTOZONE [NYSE: AZO]LAST WORD38NAVIGATING THIRD-PARTY RISK IN FINTECH: A JOURNEY OF DISCOVERY AND GROWTHRICKY PINON, SENIOR COMPLIANCE RISK MANAGER, MERCURYIN MY OPINION08HOW SMART TOOLS STRENGTHEN HUMAN-DRIVEN BANKINGMICHAEL SAMUEL, COMMERCIAL BANKING RELATIONSHIP MANAGER, SOUTHSTATE BANK [NYSE: SSB]12 COVER STORYCXO INSIGHTSIN FOCUSNAVIGATING FINANCIAL WATERS AMONG EQUITY UNDERWRITING, ACQUISITION DECISION-MAKING, AND COLLATERALIZED LOAN UNDERWRITINGREBECCA PANG, REGIONAL VICE PRESIDENT, BUSINESS FINANCIAL SERVICES,RBC
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