Thank you for your interest in TBA's 2024 Trust School! This widely recognized school provides an introduction to all facets of trust. The comprehensive curriculum reflects a broad spectrum of topics consistent with CTFA methodology. The program will establish a foundation of the functional areas ....more
Thank you for your interest in TBA's 2023 Graduate Trust School! Our Graduate Trust School is a comprehensive, intermediate course designed to provide former Trust School students and other trust professionals a logical next step in their professional development. It offers quality education and ....more
This introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, busines ....more
This seminar explores a range of timely areas pertaining to trust operations and audit such as recent regulatory and legislative developments, unique assets, data analytics, risk assessment and other practical applications. There will also be a "Hot Button Topics" session presented by regulators ....more
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 credits and senior-level peer interactions.