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Curriculum | Wealth and Trust School Level 1

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The Wealth and Trust School Level 1 offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of wealth management professionals, including prominent bankers, attorneys, and industry experts. In addition, participants have the opportunity to build a nationwide network of peers and industry leaders—a vital resource for years to come.

During the week-long course, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

  • Account Administration
  • Fiduciary Law
  • Tax and Estate Planning
  • Investment Management

Information Session

Learn more about the schools in a recent session with members of the school’s advisory board and ABA staff.

Watch Recording

Passcode: oK+#Bp60

2024 Fall Schedule

All times in ET.

  • Tue, Oct 15

  • Wed, Oct 16

  • Thu, Oct 17

  • Fri, Oct 18

Mon, Oct 14

7:00 AM – 8:30 AM

Registration

7:00 AM – 8:30 AM

Breakfast

8:30 AM – 8:45 AM

Welcome and Overview

8:45 AM – 11:00 AM

Trust Administration FundamentalsJennifer Galvagna

11:15 AM – 12:45 PM

Introduction to Fiduciary Risk Management and ComplianceKent Lytle

12:45 PM – 2:00 PM

Lunch

2:00 PM – 2:15 PM

ABA Stonier Graduate School of Banking Introduction

2:15 PM – 5:00 PM

Account Acceptance and TerminationSahar Pouyanrad

5:15 PM – 6:15 PM

Networking Reception

Tue, Oct 15

7:00 AM – 8:00 AM

Breakfast

8:00 AM – 11:15 AM

Gift and Estate Tax PlanningSteve Goodman

11:15 AM – 12:15 PM

Individual Income TaxAustin Bertrand

12:15 PM – 1:45 PM

Lunch

1:45 PM – 3:45 PM

Estate and Probate AdministrationAustin Bertrand

4:00 PM – 5:00 PM

Fiduciary EthicsSteve Goodman

Wed, Oct 16

7:00 AM – 8:00 AM

Breakfast

8:00 AM – 11:00 AM

Planning for RetirementRobert Dietz and Tom Lasley

11:15 AM – 12:45 PM

Integrated Planning and AdviceTony McEachern

12:45 PM – 2:00 PM

Lunch

2:00 PM – 2:15 PM

ABA Membership Presentation

2:15 PM – 3:45 PM

Behavioral FinanceKit Mac Nee

4:00 PM – 5:30 PM

Investment PolicyBrian Ruther

5:30 PM – 8:30 PM

Mid-week Celebration

Thu, Oct 17

7:00 AM – 8:00 AM

Breakfast

8:30 AM – 10:30 AM

Economics and MarketsWilliam McAllister

10:45 AM – 12:30 PM

Asset Allocation and DiversificationWilliam McAllister

12:30 PM – 1:45 PM

Lunch

2:00 PM – 4:00 PM

Discretionary DistributionsMark Oller

4:00 PM – 5:00 PM

Wealth Management and Trust ReviewSchool Advisory Board

Fri, Oct 18

7:00 AM – 8:00 AM

Breakfast

8:00 AM – 10:00 AM

Client Engagement and Emotional IntelligenceLisa Bittner

10:15 AM – 11:30 AM

Relationship Management

11:30 AM – 11:45 AM

Wrap-up/Adjourn

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.