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ABA Wealth Management & Trust Conference
March 14 - 16, 2012 • Westin Kierland, Scottsdale, AZ

Registration/Fees | Program/Schedule | Hotel & Travel | Planning Your Trip (PDF) |
Exhibitors & Sponsors

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Let the Power of Advice Put You in the Lead

Regulatory burdens are intensifying. Products and services are becoming commodities. Technology is moving at warp speed. Changing demographics among your workforce add management complexities. The market remains unpredictable and full of uncertainties. Do your clients care that you are juggling an intensely demanding workload as a result of the burdens these issues place on you? Simply put, no.

What clients do care about is that you are focused on their needs and are able to proactively assist them in meeting their financial goals, when and where they need you.

So where do advisors turn to for trusted advice?

The 2012 ABA Wealth Management and Trust Conference. Over the course of three days you will participate in smart conversations with colleagues and subject matter experts from across the country who share similar experiences. This community of experts will share their thoughts and insights on these complex issues and help you identify practical solutions.

Trustworthy Expertise from America's Wealth and Trust Leaders.

Who Should Attend

  • 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 - 14.75 CTFA Credits

The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  2012 Wealth Management & Trust Conference has been approved for  13 CRSP, 14.75 CTFA credits.  CTFA credits should be distributed as follows: 1.25 ETH, 6 FID, 1.5 FP, 6 INV.  This statement should not be viewed as an endorsement of this program or its sponsor.

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Session Recordings
Purchase recordings from the 2011 conference at http://aba.peachnewmedia.com.


Conference Questions? Contact John Capotosto for more information.
Exhibit/Sponsorship Questions? Please contact Krista Donlon for more information.
Hotel/Travel Questions? Please contact Michelle Villabroza for more information.