ABA Wealth Management and Trust Conference

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On-Demand is Available for Purchase

Remote registration for the 2025 Wealth Management and Trust Conference will remain open until May 15, 2025. On Demand content is available through May 31, 2025.

Critical Connections for the Client Experience

Your business is only as good as your client relationships.

Position yourself for success with the ABA Wealth Management and Trust Conference. You’ll acquire the newest strategies and peer-tested tactics to foster strong relationships with the next generation of clients.

Future-proof your business with the latest in technology, planning and advice, asset management, trust administration, risk and compliance, and relationship management.

Keynote Speakers

Get unique perspectives from notable keynotes like Executive Producer and Comedy Sitcom Writer, David Goetsch. Attendees will also hear a post-election outlook from Steve Chiarvarone and Dan Clifton, and Chip Hughley will discuss navigating potential 2025 economic shocks.

View Keynotes

Learn from Industry Experts

Hear from an expert panel featuring: Anna Snider, Bank of America; Kelly Finegan, Northern Trust; Greg Maddox, Wells Fargo Investment Institute, Inc. and Ric Mayfield, Truist about how their banks structure their investment platforms for their various business lines.

Conference Highlights

CE Credits

Earn CE credits to earn or maintain ABA’s CTFA certification.

Focused Tracks

Focus on your clients’ unique needs with forward-looking sessions on wealth management and trust.

Networking Opportunities

Grow as an advisor by connecting with leading industry experts and peers from across the country. 

Attend With Your Team

Teams can take advantage of special pricing for both in-person and virtual.

Keep Me Informed

Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact us if you have any questions.

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