WBA Trust Conference

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. Join us for this year’s WBA Trust Conference being held at the WBA Office on May 25th. The conference will kick off at 9:00 a.m. and adjourn at approximately 3:00 p.m.

The WBA Trust Conference is approved for 5.25 CTFA credit through ABA.

Who Should Attend?

The conference is designed for all those that are involved in trust and estate planning, including trust officers, wealth managers and trust administrators.

Topics Include:

  • WBA Update and Government Relations Update – Wisconsin Bankers Association, John Cronin
  • Trust Code Update & Trust Administration Panel
  • Preparing for the New RMD Regulations – Ascensus – Ben Maas
  • Cryptocurrency – Compliance Alliance – Julia Gutierrez
  • Recognizing and Responding to Elder Abuse and Undue Influence – Godfrey & Kahn, S.C. – Jonathan Ingrisano & Nicholas Bezier

Registration Information:

Trust Section Members:

  • $220 – Per Attendee

WBA Bank Members – Non Trust Section Members:

  • $245 – Per Attendee

WBA Associate Members

  • $245 – Per Attendee

Attendee Registration: The registration fee of $245/attendee includes conference materials, lunch and refreshment breaks. Members of the WBA Trust Banking Section* receive a discounted registration fee of $220/attendee.

 

*Membership in the WBA Trust Banking Section is by bank – all employees of section member banks can register at the discounted rate. Please contact WBA’s Scott Birrenkott via email with any questions regarding section membership.

Refund Policy: A refund, less a $25 administrative fee, is provided for cancellations requested on or before Thursday, May 13, 2021.

Date

May 25 2022
Expired!

Time

9:00 am - 3:00 pm

More Info

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Labels

Conference

Location

Wisconsin Bankers Association
4721 S Biltmore Ln Madison, WI 53718
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