2022 Wealth Management & Trust Conference

2022 Wealth Management & Trust Conference


All conference meeting rooms for Tuesday and Wednesday are located in the Dallas Ballrooms on the 3rd floor of the hotel.

Registration will open at 8:00 a.m. on Tuesday morning and will be located inside the exhibit hall. Be sure to allow time to have breakfast with the exhibitors!


For Marriott Bonvoy members, WiFi is complimentary in your guest room. Click here to register. 
Westin Galleria (Dallas)
13340 Dallas Parkway
Dallas TX  75240

Check-in: 3:00pm
Check-out: 12:00pm
Complimentary on-site parking
Valet: $30 daily


Business Casual

Conference App:

Conference materials can be found in the TBA app:  Search Texas Bankers Association in the Apple App Store or Google Play. Use your TBA website credentials to login.

Rangers Game:


If you have signed up to go to the Texas Rangers baseball game on Monday, April 25, the bus will arrive at the main entrance of the hotel around 5:00pm and depart at 5:15pm. Tickets for the game will be distributed on board. If you have changed your mind about attending, please tell us as others may be waiting for a ticket. Also, if you intend to drive on your own to the game, you must get your ticket from us before you leave.

*Full conference registration includes all meeting functions, including coffee breaks, general sessions, luncheons, exhibit hall and Tuesday's evening reception. The Rangers game is a small additional fee.


This event has been submitted for CTFA, MCLE and CPE credits. CE credit information will be provided to attendees as available.
CPE: Sponsor ID# 2705; course number: 4638; CPE credits: 8
CTFA: 5.75 credits (CE search for training will appear as Texas Bankers Association Wealth Management & Trust Annual Conference)
MCLE: 6.5 hours (course no. 174156123; sponsor no. 901)


Monday, April 25 
7:00 p.m.           .              Ranger’s Game and Reception (sponsored by Dimensional Fund Advisors)
                                          Shuttle transportation provided; leaves Westin Galleria at 5:15 p.m. 
Tuesday, April 26 
8:00 a.m.                         Registration Opens                                    
8:00 – 9:00 a.m.               Networking Breakfast with Exhibitors (sponsored by SS&C Technologies) and Exhibit Hall Grand Opening
9:00– 9:10 a.m.                Welcoming Remarks  
9:10 – 10:10 a.m.             General Session: Researching Retirement: The Impact of Inflation, Interest Rates, and Market Risks (Mathieu Pellerin, Dimensional Fund Advisors)
10:10 – 10:40 a.m.           Networking Break with Exhibitors
10:40 – 11:45 a.m.           General Session: Orlando's Outlook: Volatility Rains in 2022 (Philip J. Orlando, Federated Hermes)
11:45 a.m. – 1:30 p.m.     Networking Luncheon with Presentation (Ariel Simpson) (Sponsored by Broadridge)
                                           Experiment Culture: Build an environment that inspires employees and clients 
1:30 – 2:30 p.m.               General Session: How to Read Anyone in 10 Seconds or Less (Jody Holland, author, speaker, trainer, entertainer)
2:30 – 3:00 p.m.               Networking Break with Exhibitors
3:00 – 4:05 p.m.               General Session: Gaining Insight from the Data in Front of You (Christian Pierce, SS&C Technologies)
4:05 – 5:15 p.m.               General Session: Fiduciary Litigation 2022 (Sarah Patel Pacheco, Jackson Walker LLP)
6:00 – 7:30 p.m.               Taste of Texas Networking Reception (Sponsored by Federated Hermes)

Wednesday, April 27 
8:00 – 9:30 a.m.                Networking Buffet Breakfast with Exhibitors
9:30 – 9:35 a.m.                Welcoming Remarks
9:35 – 10:45 a.m.              General Session: Compensation and Pay for Performance in the Trust and Wealth Management Industry (Michael Dixon, Pohl Consulting)
10:45 – 11:00 a.m.            Leadership Transition
11:00 a.m. – 12:00 p.m.    General Session: Cryptocurrency: What You Should be Providing for your Clients (Rock Griffin, CGI, and Larry Pruss)
12:00 p.m.                         Concluding Remarks 


Please contact [email protected] with questions or to request an event brochure upon availability.

4/25/2022 - 4/27/2022
The Westin Galleria Dallas
Online registration is closed. Please contact us directly for assistance ([email protected])
My registration status: Not registered


Monday, 25 April 2022



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