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Event Registration - 2019 Wealth Management & Trust Conference
Wednesday, April 17, 2019
Friday, April 19, 2019
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, CFP, CPE) and valuable networking opportunities, the event is worth every penny.

Download the Brochure

Questions: Contact at (512) 472-7391.


Wednesday, April 17
8:00 a.m. - 12:30 p.m.
Golf Tournament

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

Thursday, April 18
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 - 10:20 a.m.
Understanding Blockchain, Cryptocurrencies
Dante Disparte, Risk Cooperative

10:20 - 10:50 a.m.
Networking Break with Exhibitors

10:50 - 12:00 p.m.
Digital Assets
Dante Disparte, Risk Cooperative

12:00 - 1:30 p.m.
Networking Luncheon with Presentation
Miracle on the Hudson
Vallie Collins

1:30 - 2:30 p.m.
Driving Superior Realization
David Lincoln, WISE

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

3:00 - 4:00 p.m.
Specialty Asset Considerations
Art - Ronald Varney, Ronald Varney Fine Art Advisors
IRAs - Patrice Konarik, Sunwest Training Corporation
Oil & Gas - Jay Snodgrass, Mineralsoft

4:00 - 5:10 p.m.
Recent Litigation
David West, Dykema

6:00- 7:30 p.m.
Taste of Texas Networking Reception

Friday, April 19
7:45 - 8:45 a.m.
Networking Breakfast with Exhibitors and Prize Drawings

8:45 - 10:00 a.m.
When Generations Connect
Phil Gwoke, BridgeWorks

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

10:30 - 11:45 a.m.
Economic Update
Dr. Ray Perryman, The Perryman Group

11:45 - 11:55 a.m.
Concluding Remarks
JW Marriott San Antonio Hill Country Resort & Spa
23808 Resort Pkwy
San Antonio, TX 78261
(210) 276-2500
Experience true Texas luxury staying at JW Marriott San Antonio Hill Country Resort & Spa. Surrounded by 600 acres of oak-covered hills, our resort welcomes guests with stylish accommodations enhanced by deluxe amenities and stunning Hill Country views. Located 20 minutes from the airport, our San Antonio resort offers easy access to local wineries, SeaWorld and the San Antonio Zoo.

A block of rooms is available at the special conference rate of $239. This special rate is only available until 5 p.m. on March 26. Conference room blocks have sold out in recent years, so don't risk your accommodations! Reserve your room as soon as possible by calling (877) 622-3140 and mentioning the Texas Bankers Association
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.