2021 Wealth Management & Trust Conference

2021 Wealth Management & Trust Conference

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, CPE) and valuable networking opportunities, the event is worth every penny.

A block of rooms is available at the Fairmont Austin at the special conference rate of $189*. This special rate is only available until 5:00 p.m. on September 13. Conference room blocks have sold out in recent years, so don't risk your accommodations! Reserve your room as soon as possible at the dedicated reservation link: https://book.passkey.com/e/50196425.
*plus taxes and hotel fees

Member- $675
Additional Member- $575
Non-Member - $1,000
Spouse/Guest (receptions only) - $100
Golf - $125

*additional members and/or free attendee (for members who paid dues by July 31st) prices should register in the system when the additional member or free attendee is registering (once the initial registrant has been processed). 

Questions: Contact Chelsea Brown at [email protected] or call (512) 472-7391.


Wednesday, September 29

11:00 a.m. – 5:30 p.m.    Golf Tournament at Barton Creek

7:30 –9:00 p.m.             Chairman’s Dessert Reception

Thursday, September 30

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 – 10:10 a.m.           General Session: Purple Reign in Washington, Main Street & Wall Street (Philip J. Orlando, Federated Hermes)

10:10 – 10:40 a.m.         Networking Break with Exhibitors

10:40 – 11:45 a.m.         General Session: Personal Advertising (Dr. John Daly, McCombs School of Business)

11:45 a.m. – 1:30 p.m.    Networking Luncheon with Presentation by Sonny Melendrez

1:30 – 2:30 p.m.             General Session: Legislative Update (Lauren Hunt, Osborne, Helman, Knebel, Scott, L.L.P)

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

3:00 – 4:00 p.m.             General Session: Estate Planning Taxation (Alan Davis, Meadows Collier)

4:10 – 5:15 p.m.             General Session: Bitcoin in the Fiduciary World (Patrick Sells & Nate Conrad, NYDIG)

6:00 – 7:30 p.m.             Taste of Texas Networking Reception (featuring live music)

Friday, October 1

8:00 – 9:00 a.m.             Networking Breakfast with Exhibitors and Prize Drawings

9:10 – 10:10 a.m.             General Session: Recent Trust Litigation (David F. Johnson, Winstead PC)

10:15 – 10:45 a.m.           Networking Break with Exhibitors and Grand Prize Drawings 

10:45 – 11:50 a.m.         General Session: Demystifying ESG

11:50 a.m. – Noon         Concluding Remarks 

*schedule subject to change

9/29/2021 - 10/1/2021
The Fairmont Austin 101 Red River Street Austin 78701


Wednesday, 29 September 2021



11:00 AM - 5:30 PM
9/29/2021 11:00 AM


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