Trust Professionals Reconvene in Madison This Spring
On May 25, 2023, WBA will once again host its annual Trust Conference at the Wisconsin Bankers Association (WBA) headquarters in Madison. The one-day event, designed specifically to aid trust officers, wealth managers, and trust administrators in enhancing their operations, will provide attendees with the resources to utilize in their adoption of various changes in regulations, the economy, and overall trust department functions.
In addition to various networking opportunities, the conference will feature several topics critical to those involved with trust and estate planning.
Victor Schultz, president and chief fiduciary officer at Prairie Trust, will provide attendees with an update on the Trust Code and Trailer Bill. This presentation will cover all the improvements, fixes, and benefits of this bill, designed to update Wisconsin’s Trust Code.
Trust professionals will also have the opportunity to hear from Mike Burke of SHAZAM regarding the importance of recognizing elder financial abuse throughout the institution. As fraudsters become more sophisticated, it is important that bankers know the signs, understand their rights, and feel confident in approaching the situation.
Bankers are encouraged to register for the upcoming event at wisbank.com/Trust in order to take advantage of this opportunity to stay ahead of upcoming regulatory changes, earn continuing education credits, and gain insight on how to better serve their communities.
Questions regarding this year’s event can be directed to Miranda Gustafson, WBA assistant director – education.
