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Become a Sponsor/Exhibitor | Wealth Management & Trust Conference

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Show Overview

For more than 90 years, this national event has been addressing the latest issues facing the trust industry, giving attendees access to those in the know and providing strategic and practical insight for success. This year is no exception. Sessions will include but are not limited to:

  • Fiduciary Responsibility
  • Investments
  • Leadership and Management
  • Regulations
  • Sales and Marketing
  • Technology
  • Managing Change
  • Client Services
  • Compensation

Targeted Audience

  • Senior and Executive level Trust Professionals
  • Portfolio Managers, Financial Advisors
  • Trust Department Managers
  • Attorneys, CPAs, CTFAs
  • Investment Managers
  • Private Banking Managers
  • Business Development, Relationship Managers
  • Senior Investment Officers
  • Senior Executive Trust Officers
  • Wealth & Asset Management Services Executives
  • Fiduciary Services Executives

Primary areas of functional responsibilities are: Trust Administration; Investments, Asset Management; Sales & Marketing; Trust Operations; Brokerage Management.

Audience Management LevelAudience Asset Size
34% - Executive Management
40% - Senior Management
14% - Middle Management
12% - Other (inc. Examiners, Chairmen and Investment Coordinators
34% - Greater than $5 billion
25% - $1 billion - $5 billion
19% - $250 million - $1 billion
6% - Less than $250 million

Fast Facts

Exhibit Booth Fees
ABA Service Members$3,695
  • Total of 70 booths available for sale
  • About 60+ exhibiting companies.
  • Anticipate about 300+ prime bankers and 500+ total attendees

Who Should Exhibit

Help this prime audience achieve their goals. Expand your own customer base of profitable contacts. There's tremendous business potential for companies that provide products and services in:

  • Personal Trust Administration
  • Trust Council and Fiduciary Compliance
  • Sales and Marketing, especially to the affluent
  • Wealth & Asset Management/Financial Planning
  • Investment Management
  • Estate Planning
  • New Business Development
  • Technology, including digitized information and market globalization
  • Private Banking and Wealth Management
  • Trust & Investment Management for Community Banks
  • Mutual Funds, Discount Brokerage, derivatives and other alternative products
  • Sales Management, Training, and Tracking Programs; Employee Benefit Plans

Sponsorship Opportunities

Don't miss out on this excellent opportunity to gain additional exposure in front of your current trust clientele and new prospects. By sponsoring an event or item you gain the visible recognition of a leading organization, build brand equity and create a remembrance of your involvement at this conference. For additional benefits or to tailor the perfect sponsorship for you, please call today!

Vendor Code of Conduct

Read our Vendor Code of conduct.

Keep Me Informed

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