Curriculum | Wealth and Trust School Level 1 | American Bankers Association

Information Session Available

Save the date and register for our Information Session on Tuesday, July 15 at 2:00 p.m. ET. Hear from the experts to learn what you can expect from this year's fall Wealth and Trust Schools in Atlanta, GA.

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

2025 Fall Schedule

All times in ET.

Pre-Work
Mon, Oct 27
Tue, Oct 28
Wed, Oct 29
Thu, Oct 30
Fri, Oct 31

Pre-Work

Intro to Investment Management
A Deeper Dive into Non-financial Assets
Types of Trusts
Duties and Powers of the Trustee

Mon, Oct 27

7:00 – 8:15 AM	Breakfast
7:00 – 8:15 AM	Registration
8:15 – 8:30 AM	Welcome and School Overview
12:30 PM – 2:45 PM	Trust Administration Fundamentals Jennifer F. Galvagna
3:00 PM – 4:30 PM	Introduction to Fiduciary Risk Management and Compliance Kent Lytle
1:00 – 2:00 PM	Lunch
2:00 – 4:45 PM	Account Acceptance and Termination Sahar Pouyanrad
5:30 – 6:30 PM	Welcome Reception

Tue, Oct 28

7:00 – 8:00 AM	Breakfast
8:00 – 11:15 AM	Estate and Gift Tax Planning Steve Goodman
11:30 AM – 1:00 PM	Estate and Probate Administration Austin Bertrand
1:00 – 2:00 PM	Lunch
2:00 – 5:00 PM	Planning for Retirement Robert Dietz Tom Lasley

Wed, Oct 29

7:00 – 8:00 AM	Breakfast
8:00 – 9:30 AM	Investment Policy Erik Davidson
9:45 – 11:15 AM	Behavioral Finance Erik Davidson
11:15 AM – 12:15 PM	Lunch
12:30 – 12:45 PM	ABA Membership Presentation
12:45 – 3:00 PM	Integrated Planning and Advice Tony McEahern
3:15 – 4:15 PM	Fiduciary Ethics Steve Goodman
3:15 – 4:15 PM	Mid-Week Celebration

Thu, Oct 30

7:00 – 8:00 AM	Breakfast
8:00 – 10:30 AM	Discretionary Distributions Mark Oller
10:45 – 11:45 AM	Wealth Management and Trust Review School Advisory Board
11:45 AM – 12:45 PM	Lunch
12:45 – 3:00 PM	Asset Allocation and Diversification Bill Stone
3:15 – 5:15 PM	Economics and Market Bill Stone

Fri, Oct 31

7:00 – 8:00 AM	Breakfast
8:00 – 9:15 AM	Client Engagement and Emotional Intelligence Lisa Bittner
9:30 – 10:45 AM	Relationship Management Rob Miles
10:45 – 11:00 AM	School Wrap-Up

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.

Curriculum | Wealth and Trust School Level 1