Justification Toolkit | Wealth & Trust 360

Justify attending the Wealth and Trust 360: Virtual Symposium

We know that attending an event like the Wealth and Trust 360: Virtual Symposium is an investment, which means you need to outline how the time and money spent on your attendance will help grow your business. We would like to help you craft a compelling business case.

Use our Justification Kit below to make your case to attend.

How to use our justification kit

• Customize the justification letter template to present as part of your formal request.
• Review the Wealth and Trust 360: Virtual Symposium website and prepare a short presentation to share with your bank leadership what you will learn, maximizing your bank’s ROI for your attendance.
• Be ready with a plan that shows who will cover for you while you are attending.
• Be sure to check out the registration page for applicable fees and discounts. ABA Members save on registration fees.

Questions? Contact John Capotosto with your inquiries.

ABA Wealth and Trust 360: Virtual Symposium Justification Letter Template

The letter below can serve as a formal request to gain approval to attend the ABA Wealth and Trust 360: Virtual Symposium. Feel free to personalize it to fit your business case and your recipient. It can also be referenced for talking points in a discussion with your manager about this opportunity.

Dear [Approver Name],

I’d like to request approval to attend the ABA Wealth and Trust 360: Virtual Symposium, February 3-4, 2027. This two-day virtual program is designed specifically for wealth management and trust professionals and provides an integrated look at the issues shaping client advice and fiduciary practice in 2027.

The Symposium brings together experts throughout the field together to help practitioners turn changes in tax policy, regulation, technology, markets and client expectations into practical strategies they can use with clients. This event will help me grow my client list and enhance the experience for existing clients.

Attending would provide several benefits to my work and our organization:

• Apply new developments to client planning. The program addresses timely issues affecting wealth and trust practitioners, including tax and legislative changes, regulatory developments, AI and digital transformation, the Great Wealth Transfer, changing family dynamics and integrated wealth and trust planning.
• Strengthen client conversations and outcomes. The symposium is deliberately focused on practical application, with sessions designed to translate industry developments into actions advisors can use in their work.
• Build a more holistic advisory perspective. Programming spans wealth management and trust rather than treating the disciplines in isolation, helping practitioners better coordinate tax, estate, investment, fiduciary, retirement and relationship considerations.
• Maintain professional expertise. The complete symposium offers up to 15 hours of Certified Trust and Fiduciary Advisor (CTFA) continuing education credit, providing substantial professional-development value in a single program.
• Minimize the cost and time associated with professional development. Because the symposium is completely virtual, I can participate without airfare, hotel expenses, or additional travel time. Sessions are also available for on-demand viewing after the event through February 28, providing flexibility around business responsibilities.

In addition, the Wealth and Trust 360: Virtual Symposium is perfect for developing our team — and ABA offers a special rate for ABA members to bring our team along.

Given the pace of change affecting wealth and trust services, staying current is increasingly important not only for technical competency, but also for helping clients make informed decisions, identifying planning opportunities, managing fiduciary risk, and demonstrating the value of our advice.

I appreciate your consideration of my request to attend the Wealth and Trust 360: Virtual Symposium and believe the knowledge gained will provide immediate value to my work, our clients, and our organization.

Sincerely,
[Your Name]