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
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
Fifth third Institutional Services
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