Partner Options and Registration

Each level of our Partner program is designed to offer quality exposure to wealth management and trust professionals. Utilize inclusive, annual Partnership to:

  • Maximize your marketing dollars
  • Gain yearlong recognition and visibility
  • Create and maintain name recognition and customer loyalty
Benefits Platinum
Exhibit Pkg
Sponsorship of one (1) major event function
Sponsorship of Wealth Management & Trust Conference App        
One (1) company logo placement on choice of high-visibility promotional item*
Exhibit space at Annual Conference
Complimentary Conference registration 3 2 1    
Food and beverage registration(s) 3 2 1   1
Golf Event Sponsorship
Golf registration(s) — partners only
3 2 1    
Sponsor of banker golf registrant — your choice!
2 1      
Sponsorship of one (1) seminar
(Platinum & Gold sponsors only: Trust Estate & Portfolio Forum)
Discounted additional seminar sponsorships  
Partner ribbons at each sponsored event*  
Recognition in industry publications  
Advertisement in monthly industry newsletter 2 1      
Year-round online recognition on Partner & Annual Conference pages  
Rights to WM&T logo, subject to terms  
Listing in online Partnership Directory  
Featured partner recognition in Partner Directory      
Associate Membership  

* Only available at in person events.

A la Carte Options

Whether you are a Partner seeking upgrades or an industry supporter seeking a menu of additional options, we will work with you to provide a la carter options to best suit your organizations needs. Please contact Chelsea Brown at


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 Chelsea Brown or call 512-472-7391.

Step 1: Assess 2021 Partner Levels and A la Carte Options

Step 2: Review 2021 Wealth Management & Trust Conference and Other Event Information

Step 3: Complete Your Registration Form