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ABA Wealth Management & Trust Conference
March 7-9, 2010 • Arizona Biltmore, Phoenix, AZ
Register | Program | Attendee Newsletter (PDF) | Exhibitors and Sponsors
New Mindset. New Strategies.
Just Announced - Earn up to 15.50 CTFA Credits. See below for details.
Expectations have changed everywhere and for everyone. The new business mandate demands that you and your staff adjust quickly and remain nimble to meet client demands and regulations while providing top line results. The 2010 ABA Wealth Management and Trust Conference delivers flexible strategies to meet top line goals, and concrete plans so your business can manage new regulations.
What We Offer
- Over twenty-five sessions on topic ranging from growing the top-line to regaining client confidence to business opportunities in the marketplace
- Advice from practicing wealth and trust professionals, regulators, best-selling authors & more
- Multiple tracks to tailor your conference experience
You'll Leave With
- Practical strategies in areas like asset management, business development, and fiduciary responsibility
- Real-time answers to questions about reform, risk, and ROI
- Updates on regulations, tax issues, and market conditions
- CTFA, CFP, and CIMA credits toward your designation
Who Should Attend
Content is geared toward mid- to senior-level trust and wealth professionals from all asset classes. Past attendees have included:
- Senior Wealth/Trust Executives
- Trust Advisors/Senior Trust Officers
- Business Development Officers
- Private Banking Group Managers
- Investment Specialists/Portfolio Managers
- Financial Planners
- Estate Planning Attorneys
- Trust Risk Managers
Continuing Education Credits (CTFA)
The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 2010 ABA Wealth Management and Trust Conference has been approved for 15.50 CTFA credits. CTFA credits should be distributed as follows: 1.00 ETH, 8.75 FID, 5.75 INV. This statement should not be viewed as an endorsement of this program or its sponsor.
Order 2009 Conference Recordings
To purchase session recordings from the 2009 conference, please visit our Event Learning Center.
Questions about the Conference?
Please contact John Capotosto for more information.
Questions about exhibiting and sponsorship opportunities?
Please contact Krista Donlon for more information.
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