Meet client needs and deliver on shareholder expectations

The ABA Wealth Management and Trust Conference offers practical, inventive ideas for wealth management and trust professionals who seek strategic solutions. Meet with your peers and industry leaders to share lessons learned, confront potential business threats, and discover how to optimize everything from talent to tools in order to succeed through challenging times.

For over 90 years, this national event has provided insight and application techniques on the latest issues facing the industry.  Attendees have direct access to leading experts and senior level bank executives who share a common goal to offer solutions to the challenges you face in your institution.  Come away with ideas and action steps in the following areas of discussion:

·         Asset Management

·         Fiduciary/Estate Planning/Philanthropic/Responsibility

·         Regulatory/Risk Issues

·         Business Development

·         Management and Leadership

Community Bankers will find many sessions geared toward their needs

Submit a Speaking Proposal for this Conference

Who Should Attend

The conference delivers solutions geared toward mid-to-senior level trust and wealth professionals from all asset classes of financial institutions, improving their ability to serve their clients more effectively and contribute to the profitability of their organizations. 

Function areas include:

• Senior Wealth/Trust Executives
• Trust Advisor/ Senior Trust Officer
• Business Development Officers
• Private Banking Group Managers
• Investment Specialist/ Portfolio Managers/Trust
• Financial Planners
• Estate Planning Attorneys
• Trust Risk Managers