Celebrating 100 Years

Wealth Management & Trust 100th Anniversary LogoThe “Trust Company Section” of the Texas Bankers Association was created May 12, 1921, at TBA’s 37th Annual Meeting when a resolution was prepared and adopted by the membership. Today, Trust provides valuable services to Texas’ wealth management and trust industry, which is a dynamic component of the financial services sector. The industry is comprised of professional fiduciaries — institutions and individuals dedicated to providing clients with exceptional experiences in a range of wealth management products and services designed to build, preserve and transfer wealth.

News

New PPP IFR Creating COVID Revenue Reduction Score & Direct Borrower Forgiveness Process

7/30/2021
SBA announced the release of yet another PPP IFR – this IFR covers COVID Revenue Reduction Score, Direct Borrower Forgiveness Process and Appeals Deferment.

TX Banking Department Reduces Quarterly Assessment

7/30/2021
The Texas Department of Banking is committed to fiscal responsibility and conducts comprehensive budget reviews to calculate the minimum required assessment to meet our financial responsibilities.

Groundbreaking Kicks Off Downtown Construction of All-New Texas Bankers Association Headquarters

7/20/2021
TBA held a groundbreaking ceremony on Tuesday to celebrate the start of construction on its new headquarters in the heart of Downtown Austin.

Agencies Request Comment on Proposed Risk Management Guidance for Third-Party Relationships

7/13/2021
The federal bank regulatory agencies requested public comment on proposed guidance designed to help banking organizations manage risks associated with third-party relationships.

Events

Trust and Estate Forum

Virtual

10/12/2021

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...

Trust Risk Issues and Compliance

Virtual

10/21/2021

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...

2021 Wealth Management & Trust Conference

Austin

09/29/2021

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 cre...

2021 WMT Sponsors & Exhibitors

09/29/2021