Hosted by the Michigan Bankers Association, in partnership with WBA and several other state bankers associations, the annual Midwest Trust and Wealth Management Conference is a must for wealth management and trust professionals throughout Michigan and our neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CPE) and valuable networking opportunities, the event is a do-not-miss event.
Conference Agenda:
(subject to change, refer to the Michigan Bankers Association website for more details and online registration)
OCTOBER 11
6:00 p.m. Welcome Reception
OCTOBER 12
8:00 a.m. Breakfast with Exhibitors
8:30–9:20 a.m. Washington Update
Tim Keehan, vice president – fiduciary trust & investments, American Bankers Association
9:30–10:20 a.m. SECURE Act 2.0
Alicia Cole, CFP®, senior manager – estate planning, Plante Moran, PLLC
10:20 a.m. Exhibitor Introductions
10:30–11:00 a.m. Break with Exhibitors
11:00 a.m.–12:10 p.m. Trust Examiner Panel
Jeff VanNoord, senior trust examiner, FDIC; Clare Rosati, bank examiner and national trust bank team, OCC; Zach Ball, supervisory examiner – trust activities, DIFS; Mary Wasek, lead risk management specialist, supervision and regulation, Federal Reserve Bank of Chicago
Moderator: Bruce Ohland, regional supervisor – trust activities, DIFS
12:10 p.m. Exhibitor Introductions continued and Lunch
1:10–2:00 p.m. Economic Update
Gary Wolfram, William Simon professor of economics and public policy – director of economics, Hillsdale College
2:10–3:00 p.m. Special Needs Trust
Amy Tripp, attorney, Chalgian and Tripp
3:00–3:30 p.m. Refreshment Break with Exhibitors
3:30–4:20 p.m. Staying up to Date on Technology/Digital Assets
Mike Tropeano, CFA, AIF, senior director, Broadridge Financial Consulting
4:30 p.m. Reception with Exhibitors
OCTOBER 13
8:00–8:30 a.m. Continental Breakfast with Exhibitors
8:30–9:20 a.m. All things HSAs!
Ascensus
9:20–10:20 a.m. New Trust Cases
Terrence G. Quinn, Esq, The TGQ Law Firm
10:20–10:40 a.m. Refreshment Break with Exhibitors
10:40–11:30 a.m. The Family Dynamics of Intergenerational Wealth
Vanguard
11:30 a.m. Adjourn
This conference is beneficial for:
- Trust department, trust company and private bank executives
- Senior trust officers, administrators and wealth advisors
- Business development officers and future leaders
- Financial and estate planners
Registration Details:
Registration for this conference is being managed by the Michigan Bankers Association. Clicking the “Register Online” button will take you to the MIBA registration site. WBA members are welcome to register at the member rate.
The registration fee of $495/attendee includes conference registration, materials, and provided meals. Discounted pricing is available for banks sending two or more attendees. One Day Only registration passes are also available.
Conference Location:
St. John’s Resort
44045 Five Mile Road
Plymouth, MI 48170
St. John’s Resort is just 20 minutes north of Detroit Metropolitan Airport, 30 minutes from downtown Detroit, and 15 minutes from Ann Arbor.
