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

Before classes are in session, students must complete mandatory online introductory courses, which are included in your registration cost. Instructions for accessing the courses will be sent via email after registration.

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 (Decisions) 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 Markets 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