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ABA Wealth Management and Trust Conference

February 23–25, 2020 • Omni Orlando Resort at ChampionsGate • Orlando, FL

ABA Regulatory Conference

Overview  |  Registration  |  Program   |  Hotel & Venue  |  Sponsors & Exhibitors  |  SpeakersExperience

2020 Program

The draft schedule for the 2020 program is listed below. In the meantime, review the 2019 program for insights into topics covered at the conference.

Look Back: 2019 Program Schedule

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Sunday, February 23 | Monday, February 24 | Tuesday, February 25


Sunday, February 23, 2020
7:00 am - 5:30 pm CONFERENCE REGISTRATION OPEN
8:30 am - 9:15 am CATCH UP ON CTFA CREDITS

9:15 am - 10:00 am CATCH UP ON CTFA CREDITS
10:00 - 11:15 am ​CATCH UP ON CTFA CREDITS
11:15 am - 12:00 pm CATCH UP ON CTFA CREDITS
11:30 am - 1:00 pm Welcome Refreshments
1:00 pm - 1:15 pm Opening Remarks
1:15 pm - 2:00 pm Opening General Session

Vision 2025:  The Future of Wealth in the Bank Channel
2:00 pm - 2:15 pm Break in the Foyer
2:15 pm - 3:00 pm General Session

What is the Bank’s Path Forward?  Data Driven Client Solutions
3:10 pm - 4:00 pm Concurrent Sessions I

Communicating to Connect
(Client Management)

Continuing Rise of Factor-based Investing
(Investments)

Talent Acquisition and Retention: Using Predictive Index to Build Your Team
(Practice Management)

Regulatory Update
(Fiduciary, Legal and Compliance)
4:00 pm - 4:10 pm BREAK IN THE FOYER
4:10 pm - 5:00 pm Concurrent Sessions II

Managing Multiple Generations of Wealth
(Client Management)

Why Sustainable Investing Is Important To Your Clients and Their Future
(Investments)

What Does Business Development Look Like in the New Paradigm?
(Practice Management)

Digital Assets Stick Around
(Fiduciary, Legal and Compliance)

5:00 pm - 6:00 pm OPENING RECEPTION IN THE MARKETPLACE

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Monday, February 24, 2020
7:30 am - 5:30 pm CONFERENCE REGISTRATION OPEN
7:30 am - 8:30 am Power Breakfasts
8:00 am - 8:30 am COFFEE SERVICE
8:30 am - 9:10 am GENERAL SESSION

Washington Update
9:15 am - 10:15 am BREAK IN THE MARKETPLACE
10:15 am - 11:00 am

GENERAL SESSIONS

Global Economic Update
11:00 am - 12:00 pm GENERAL SESSIONS

The Art of Inquiry
12:00 pm - 1:30 pm Lunch & Learn
1:40 pm - 2:25 pm Concurrent Sessions III

How Do We Make Client Experiences Better?
(Client Management)

The Challenge and Opportunity of Secular Risk  
(Investments)

Changing Roles of the Advisory Team
(Practice Management)

Non-Judicial Modification
(Fiduciary, Legal and Compliance) 
2:25 pm - 3:15 pm Dessert in The Marketplace
3:15 pm - 4:05 pm Concurrent Sessions IV

Three Years After Tax Reform – What’s Next?
(Client Management)

Asset Allocation in the Decumulation Phase
(Investments)

Premium Fees for Premium Service 2.0
(Practice Management)

The Latest in Fiduciary Law
(Fiduciary, Legal and Compliance)
4:10 pm - 5:00 pm Wealth Unplugged – Networking Roundtable Discussions
5:00 pm - 6:00 pm RECEPTION IN THE MARKETPLACE

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Tuesday, February 25, 2020
7:30 am - 11:30 pm CONFERENCE REGISTRATION OPEN
7:30 am - 8:30 am
POWER BREAKFAST
8:00 am - 8:30 am Coffee Service
8:30 am - 9:15  am General Session
Client Digital Experience:  Delivering the Future Today

9:30 am - 10:15 am Break in The Marketplace
10:15 am - 11:00 am
Concurrent Sessions V

How to Optimize the Use of Technology for Your Client
(Client Management)

Searching for Yield in a Low-Rate Environment
(Investments)

Integrated Trust and Brokerage Model
(Practice Management)

Compliance and Trusts – Vendor Management
(Fiduciary, Legal and Compliance)

11:00 am - 12:00 pm General Session

Creating the Future of Wealth Management Today

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Questions? Contact Jennifer Dugas.