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Attendance Options | Wealth Management and Trust Conference

RegisterView Program

The Wealth Management and Trust Conference will offer two distinct ways for bankers to experience the event.

In Person

  1. Access all general sessions and concurrent sessions
  2. Network with solution providers in The Hub
  3. View all recorded sessions on the remote platform through May 31, 2023
  4. Earn CFTA and CFP continuing education credits

Remote Access

  1. View a livestream of the general sessions on the remote platform (all times are Eastern)
  2. View recorded sessions, both general and concurrent, which will be available on the remote platform within 36 hours of session completion. Sessions are accessible through May 31, 2023
  3. Earn CFTA continuing education credits

PLEASE NOTE: CPE continuing education credits will not be offered for the Remote Access option.

Hybrid (In-person + Virtual)
Registration CategoriesFee
Certification Holders$1,395
Early Bird Registration$1,495
Regular Registration$1,695
Group Registrant In-Person (groups of 3 or more)$1,295
Virtual 
Registration Categories
Fee
Certification Holders$1,095
Regular Registration$1,195
Group Reg (5 -10)$995
Group Reg (11+)$895

Keep Me Informed

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