Conference

Trust Conference

$220 - Trust Section Members; $245 - Non-Trust Section Members Friday, May 3, 2019 9:00 AM Register

WBA's Trust Conference is an all-encompassing event that concentrates on updating its attendees on new and upcoming changes in regulations, the economy, and overall trust department functions. The conference will kick off at 9:00 a.m. and adjourn at 3:00 p.m. The conference is designed for all those that are involved in trust and estate planning, including trust officers, wealth managers, and trust administrators.

Conference Agenda:

8:30 am - Registration

9:00 am - Welcome

WBA Update and Government Relations Update
Jon Turke, Director – Government Relations, WBA

9:30 am - General Session

Trust Code Update & Trust Administration Panel
Victor Schultz, Prairie Financial Group
Panelists To Be Announced Closer to the Event

10:30 am - Break

10:45 am - General Session

The Effect of Tax Law Changes on Trusts
Megan Mallen, BKD CPAs & Advisors
Dodge Docheff, BKD CPAs & Advisors

11:45 am - Lunch

12:45 pm - General Session

Practice Management: Fees and Fee Compression
Pohl Consulting and Training, Inc.

1:45 pm - Break

2:00 pm - General Session

Investing in Today’s Economy
Tom McKinstry, Chief Investment Officer, MainStreet Advisors

3:00 pm - Adjourn

Date/Location:

The 2019 WBA Trust Conference will be held on May 3 at Glacier Canyon Lodge at the Wilderness Resort in Wisconsin Dells.

Registration Options:

Registration is $245 per person. WBA Trust Section Members will receive a discounted price of $220. The registration fee includes all conference materials, lunch, and refreshment breaks. 


$220 - Trust Section Members; $245 - Non-Trust Section Members Friday, May 3, 2019 9:00 AM Register