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Event Registration - 2020 Wealth Management & Trust Conference POSTPONED
Wednesday, April 29, 2020
Friday, May 01, 2020
8:00 PM - 12:00 PM Central Daylight Time
The annual Wealth Management & Trust Conference is a must for wealth management and trust professionals throughout Texas and neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, MCLE, CPE) and valuable networking opportunities, the event is worth every penny. Download the Brochure Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391. TRST
11:00 - 5:30p.m.
Golf Tournament at Canyon Creek Country Club

8:00 -9:30 p.m.
Chairman's Dessert Reception

8:00 a.m.
Registration Opens

8:00 - 9:00 a.m.
Continental Breakfast with Exhibitors and Exhibit Hall Grand Opening

9:00- 9:10 a.m.
Welcoming Remarks

9:10 - 10:10 a.m.
Is it Different this Time?
Mark Zinder, Mark Zinder and Associates

10:10 - 10:40 a.m.
Networking Break with Exhibitors

10:40 - 12:00 p.m.
Fed Rates & the State of Short-Term Cash
Debbie Cunningham, Federated Hermes Inc

12:00 - 1:30 p.m.
Networking Luncheon with Presentation
Regulatory Update
Tab Stewart, American Bankers Association

1:30 - 2:30 p.m.
How Client Engagement is Being Disrupted
Julie Littlechild, Absolute Engagement

2:30 - 3:00 p.m.
Networking Break with Exhibitors

3:00 - 4:00 p.m.
Is Millennial a Four-Letter Word?
Ryan Layton, EmeraldSpark Investments LLC

4:00 - 5:10 p.m.
Pitfalls & Ethical Considerations
Stephanie Loomis-Price, Winstead PC

6:30 - 8:30 p.m.
Taste of Texas Networking Reception

7:45 - 8:45 a.m.
Networking Breakfast with Exhibitors and Prize Drawings

8:45 - 10:00 a.m.
The Opioid Challenge for Fiduciaries
Kevin Johns, Wyatt Tarrant & Combs LLP

10:00 - 10:30 a.m.
Networking Break with Exhibitors and Grand Prize Drawings

10:30 - 10:45 a.m.
Leadership Transition

10:45 - 11:50 a.m.
What Happens Next
Mark Zinder, Mark Zinder and Associates

11:50 a.m. - 12:00 p.m.
Concluding Remarks
The Westin Galleria Dallas
13340 Dallas Pkwy
(972) 934-9494
A limited number of rooms have been secured at the Westin Galleria Dallas for a special rate of $219. Please make reservations by calling 1-888-627-8457 or online by clicking here. The rate is only available until April 7th.
Whether you are interested in an inclusive Partner package, a la carte sponsorship, exhibitor or advertising options, or Associate Membership, access the following links for more information and your registration form. Most options are first come, first served with priority given to Partners, so don't delay! If you have questions about Partner packages, a la carte options or the best fit for you, please contact Ashlee Bennett at or (512) 472-7391.

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