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Trust and Wealth Management Conference

LocationTBA Barrett Training Center, Nashville
DateNovember 1 & 2, 2022
Early Registration DeadlineOctober 18, 2022

The Trust and Wealth Management Conference is the annual meeting for TBA members working in the trust area. Events include an opening night reception and dinner, with the business session providing information on a variety of topical trust issues.

Presenters and Topics

Cyber Risk Rising: What to Expect and How to Prepare in 2022
Brook Conner, Accume Partners

Economic Update
Linda Duessel, Federated Hermes

State Update
Commissioner Greg Gonzales, Tennessee Department of Financial Institutions

Trust Transfers and Terminations Under the New Tennessee Statutory Procedure
Jim O’Connell, PNC Bank

Federal Update
Phoebe Papageorgiou, American Bankers Association

Secure 2.0—Breaking Down the Securing a Strong Retirement Act
Chris Stennett, Saltmarsh Cleaveland & Gund

State Trust Companies and the Crypto (R)evolution
Kevin Tran, Nelson Mullins Riley & Scarborough, LLP

Panels Discussion on Recent Changes to State Trust Laws
Richard Johnson, Waller

Hotel Information

Secure your room at the Fairfield Inn & Suites Nashville MetroCenter (100 French Landing Drive, Nashville) by booking online at tinyurl.com/tbatrust or calling 615-432-4677 and mention TBA’s Trust and Wealth Management Conference for a special rate of $159. Hurry—the discounted rate ends October 11.

Other hotels in close proximity include Candlewood Suites (270 Venture Circle), 615-787-8787, and Springhill Suites (250 Athens Way), 615-244-5474. Ask for the Tennessee Bankers Association rate. Blackout dates apply.

Continuing Education Credit

• Continuing Professional Education (CPE) Credit – 9 hours
• Continuing Legal Education (CLE) Credit – 8 general hours
• Certified Financial Planner (CFP) Credit – 8 hours
• American Bankers Association (ABA) Professional Certifications has approved 2022 Trust and Wealth Management Conference for 9.75 CTFA credits.

Thank You to Our Sponsors

Accutech Systems, LLC
Cohen & Steers
Federated Hermes
ITM TwentyFirst
Oakbrook Solutions
Reich and Tang