Tennessee Bankers

Trust and Wealth Management Conference

October 15 & 16: Online

This is a virtual event. Contact Penny Powlas for more information.


The Trust & Wealth Management Conference is the annual meeting for TBA members working in the trust area. Presented in a virtual format this year, the business session provides information on a variety of topical trust issues.



Thursday, October 15
12:55 p.m.—Welcome
David Neely, Trust Committee Chairman and Senior Vice President, Regions Bank, Nashville

1:00 p.m.—Economic Update
Linda Duessel, Senior Vice President/Senior Equity Strategist, Federated Hermes, Pittsburgh, Pa.

2:00 p.m.—Federal Update
Timothy Keehan, VP/Senior Counsel, Center for Securities Trusts & Investments, American Bankers Association, Washington, D.C.

3:00 p.m.—Trust Caselaw Update and Other Hot Topics in Trust Litigation
Rebecca Blair, The Blair Law Firm, Brentwood

Friday, October 16
8:30–9:00 a.m.—Industry Update
Greg Gonzales, Commissioner, Tennessee Department of Financial Institutions, Nashville

9:00–10:00 a.m.—How to Plan in a Low Interest Rate Environment
Tom Buckner, Member, Apperson Crump, PLC, Memphis

10:00–11:00 a.m.—Recent Trust Law Changes
Richard A. Johnson, Partner, and Aaron Flinn, Partner, Waller, Nashville

11:00 a.m.—Closing remarks
Derek Church, President, Pendleton Square Trust, Nashville


Continuing Education Credit

CPE Credit – 6.5 hours

ABA Professional Certification Credit – 7 CTFA credits
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 2020 TBA Trust and Wealth Management Conference has been approved for 7 CTFA credits. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com.

Certified Financial Planner (CFP) Credit – 5 hours

Continuing Legal Education (CLE) Credit – 5.5 General hours


Thank You Sponsors

Federated Hermes

Proxy Trust

Fifth third Institutional Services


Program Fees

TBA Members / Associate MembersNonmembers
Registration $345$690

TBA Contact

Penny Powlas - ppowlas@TNBankers.org
Vice President of Administration
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org

Register for Trust and Wealth Management Conference

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Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations.

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