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FAQs | Wealth Management and Trust Conference

RegisterView Program

Sessions & Content

When and how can I access the virtual conference?

You will receive a link via email after your payment has been processed. This link will provide access to the conference content. 

What if I don't receive the link?

Contact [email protected] and a member of the ABA team can assist you.

Can I share this link with others?

Just like an in-person meeting, registrations cannot be shared. The registration provides a single sign-on secure experience for the user.

Will session materials (handouts or PPTs) be made available?

Session materials (if provided by the speaker) will be available on the platform until April 30, 2022.

What will I experience in the Marketplace?

You can view all exhibit booths, watch product demos and listen to podcasts to learn more about our industry partners’ products and services. 

How long will content be available?

Content will be available for viewing until April 30, 2022.

Am I able or allowed to share downloadable conference content?

While PPT and supplement materials will be available to download until April 30, 2022, please note that no platform recordings/sessions of any kind that are accessed cannot be downloaded (or shared) at any time. This is a single sign-on/no group sharing of content, meaning your registration is just like a conference badge at an in-person event.

CE Credits & ABA Certifications

Is the ABA Wealth Management and Trust Conference eligible for CPE? If so, how many CPE and what is the process?

CPE credit is not offered for this event. 

How many CE credits are available for each registration type?

This event has been approved for the following ABA Professional Certification CE credits:

How will ABA Professional Certification CE credits get applied?

  • Purchases before February 15: CE credit will be added to your certification record by February 22, 2022.
  • Purchases made after February 16: CE credit will be added to your certification record within two weeks following the purchase.

Note: Do not enter CE credit for this event to your certification record. Doing so would create a duplicate entry.

Investments & Wealth Institute

Investments & Wealth Institute® has accepted 2022 ABA Wealth Management and Trust Conference for 20 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. Instructions for self-reporting will be sent after the conclusion of the conference.

Certified Financial Planners Board

The Certified Financial Planners Board has granted 9.5 CFP credits for participation in the live presentation of the following 11 sessions:

  • The Agile Advisor
  • Moving Beyond the 60/40 Portfolio
  • Economic Outlook
  • The Lifecycle of an Estate Plan
  • ESG Investing and the Duty of Loyalty: Oil and Water, or Chocolate and Peanut Butter?
  • Your Money Story
  • Are You Agile Enough to Drive Value and Position Yourself for Growth?
  • Now More Than Ever: The Public Purpose of Wealth Management
  • Fixed Income Outlook: Finding Opportunities Amid Inflationary Headwinds
  • Combining Fiduciary and Lending – The Holy Grail or Invisible Landmine?
  • Washington Update

On-demand sessions purchased after February 15 are NOT eligible for CFP credit.

Instructions to receive CFP credit will be emailed to registrants who participated in the live event within three business days after the live event concludes.

Event Platform

Do I have to watch the conference from the same device used to register? Our training manager typically handles all the sign-ups but will not be the one participating.

You can access the platform on any device but in order to login, you will need the email address you used to register as well as an access code that will be shared with you the day of the event. Make sure the person in charge of registering provides individual emails so each attendee can sign in individually.

Does this have a single login where a group can attend together, or is it intended as an individual attendance?

The conference is a single sign-on experience and intended only for individuals. Each registration is just for a single person, and the content can't be exported out of the platform for a shared experience. Only registered attendees will be eligible for CE credits.

Billing & Pricing

Does the price include multiple attendees like a webinar setting?

The event is hosted on a single sign-on platform. It only allows one user to navigate through the platform and experience sessions, the Marketplace and more. Each registrant must log in with a unique email address and code. 

Can I register for single sessions or do I have to purchase the full event?

You must purchase the full event. Single sessions are not available.

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.