FOR IMMEDIATE RELEASE
February 7, 2012
ABA Media Contact: Carol Kaplan       
(202) 663-5471
E-mail: ckaplan@aba.com
Follow us on Twitter @ABABankingNews

WASHINGTON – With regulatory burdens intensifying, technology demands increasing and workforce demographics changing,  today's wealth and trust managers are under increased pressure to balance a demanding workload with helping clients achieve their financial goals.  They will find solutions  at the ABA Wealth Management and Trust Conference, March 14-16,  in Scottsdale, Arizona as they to learn how to capitalize on current market conditions and guide their business more effectively. 

This national event, marking its 93rd year, tackles the latest issues facing the trust and wealth management industry and affords attendees direct access to subject matter experts and senior-level bank executives with the insight to achieve maximum results.

Highlights of 24 frank and informative discussions over three days include:

• Economic Update:
  Richard Bernstein, founder and CEO, Richard Bernstein Advisors, LLC
  Dr. David Kelly, chief market strategist, J.P. Morgan Funds
  Two top investment strategists discuss the state of global markets, assess relative  
  opportunities for investments and highlight potential opportunities yet to be leveraged by the
  markets.

• Regulatory Update:
  James Marion, managing director and national fiduciary advisor executive, Bank of America
  Phoebe Papageorgiou, senior counsel, Center for Securities, Trust and Investments, ABA
  The Dodd-Frank Act has meant major changes to wealth management business lines; this  
  session delves into these developments from both practical and policy standpoints.

• Banking Industry Outlook:
  John Dugan, Partner, Covington & Burling, LLP
  The former U.S. Comptroller of the Currency shares his thoughts on the long-term impact of  
  the Dodd-Frank Act and potential unintended consequences for financial services firms.

• Washington Update:
  Andy Friedman, Washington, D.C. insider and frequent television news commentator
  Friedman dishes the latest inside-the-beltway scoop on the elections, policy, Congress, and
  taxes.

Additional dynamic sessions include: Fiduciaries in a Post-Dodd-Frank World; Financial Services in a Mobile World; and Planning for Same-Sex Couples: Overcoming the Challenges.

As always, the conference will feature an exhibit hall filled with the premier providers of products and services for trust and investment management businesses.

Registration for the conference is $1,190 for ABA members and $1,685 for non-members.   Special discounts are available.  Certified Trust and Financial Advisors (CFTA) attending the conference can earn up to 15.50 education credits through the Institute of Certified Bankers.
 
For more information or to register for the conference, please call 1-800-BANKERS or visit /Events/WMT.htm.   

The American Bankers Association represents banks of all sizes and charters and is the voice for the nation's $13 trillion banking industry and its two million employees.  Learn more at aba.com.

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NOTE TO REPORTERS:  Complimentary registration is available for qualified members of the media. Please contact Carol Kaplan for more information.