Meeting & Event Topics

Products & Publications

Upcoming Meetings & Events

2021 Wealth Management & Trust Conference
September 29 - October 1, 2021
Austin

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 i ....more


Trust and Estate Forum
October 12, 2021
Virtual

This program offers high-level presentations and discussions on current issues facing leaders in the trust arena. From trust and regulatory developments to staying competitive, this program offers timely content along with continuing education ....more


Trust Risk Issues and Compliance
October 21, 2021
Virtual

New regulation and litigation heighten risks for fiduciaries. With an increasingly complex operating environment, your organization needs to stay on top of the latest issues, challenges and approaches to compliance, auditing and risk management. ....more


Trust Real Estate and Energy Conference
November 4 - 5, 2021
San Antonio
This two-day event offers a unique, tailored opportunity for asset management professionals. It provides a full day of presentations on the latest topics in the areas of real estate and oil and gas. Speakers will address timely topics in an evolving area of trust.
-Real Estate Managers ....more