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ABA Wealth Management & Trust Conference 2020 - American Bankers Association

Omni Orlando Resort at Champions Gate, Orlando, Florida
Feb 23 - Feb 25, 2020

Why Attend

Event Overview:

Connect & Thrive

Come see, hear, and interact with the industry’s brightest professionals who lead the charge to remain relevant, as well as create new pathways to succeed. Learn how to build relationships, make full use of the latest technologies, and become a forward-focused advisor for your clients. The ABA Wealth Management and Trust Conference will show you how to create those connections, and take them into the future.

Continuing Education Credits

The 2018 ABA Wealth Management and Trust Conference has been evaluated for continuing education credits for many professionals certifications.

Who Should Attend?

  • Certified Trust and Financial Advisors (CTFAs)
  • ​Senior wealth/trust executives
  • Trust advisors/senior trust officers
  • Business development officers
  • Private bankers
  • Investment specialists/ portfolio managers
  • Financial planners
  • Estate planners/attorneys
  • Trust risk managers

Exhibitor Information:

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

About the ABA:

The American Bankers Association is the united voice of America’s hometown bankers—small, regional and large banks that together employ more than 2 million women and men, hold nearly $17 trillion in assets, safeguard $13 trillion in deposits and extend more than $9 trillion in loans.

ABA believes that government policies should recognize the industry’s diversity. Laws and regulations should be tailored to correspond to a bank’s charter, business model, hometown markets and risk profile. This policymaking approach avoids the negative economic consequences of burdensome, unsuitable and inefficient bank regulation.

Through a broad array of information, training, staff expertise and other resources, ABA supports America’s hometown bankers as they perform their critical role as drivers of America’s economic growth and job creation.

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