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Information Session

  • April 21-30, 2026
  • Virtual School
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Watch the recording below of our information session to learn more about ABA’s virtual Wealth and Trust Schools this spring.

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38:02

Video

2026 Spring Wealth and Trust Schools Information Session

Hear from ABA staff, advisory board members and past students about our virtual Wealth and Trust Schools this spring. You’ll learn about curriculum, logistics, the CTFA and more.

Agenda

  • Introductions
  • Are ABA Wealth and Trust Schools right for you?
  • Curriculum
  • Logistics
  • Hear from advisory board and past students
  • CTFA
  • Q&A

Speakers

  • Kim Chancy, Senior Director, Conferences and Programming, American Bankers Association
  • Jody Denney-Vazquez, VP and Fiduciary Officer, Bessemer Trust
  • Timothy Lee, Trust Advisor, Plante Moran
  • Anne Holmes, Personal Trust Relationship Manager, Security National Bank of South Dakota

Next steps

Register View Program

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