Capitalizing on Change: ABA Wealth Management and Trust Conference, February 22-24, 2017

Capitalizing on Change: ABA Wealth Management and Trust Conference, February 22-24, 2017

From the rise of Fintech to shifting regulation, thriving in times of change means the wealth management community must prepare to step forward and embrace the transformations ahead. That's why professionals focused on the future of their business are making plans to attend the 2017 ABA Wealth Management and Trust Conference, February 22nd-24th in New Orleans.

This national event focuses on the latest influences on the trust and wealth management industry, and offers attendees direct access to industry experts and executives with insight on how your business can grow, evolve and profit from change.

Highlights of 32 timely and informative discussions over three days include:

Operating in a Post-DOL World:

Insight into what we can expect from Congress, the DOL and the new Trump administration in regards to the fiduciary rule and how it will affect the industry

  • Michael Richman, Morgan Lewis
  • Margaret Raymond, Vice President, Managing Counsel, T. Rowe Price
  • Laura Mandel, Northern Trust

Digital Advice: How Banks Win Through Digital Disruption:

Addressing the significance of technology used by banks in regards to their wealth management and financial services, while offering serviceable strategies for wealth professionals to apply to their own businesses' digital advice.

  • Mitch St. Peter, Senior Business Development Officer, FutureAdvisor, BlackRock
  • Blake Wood, Senior Vice President, Director of Program Innovation, Envestnet
  • David Canter, Executive Vice President, Practice Management & Consulting, Fidelity Clearing & Custody Solutions, Fidelity Institutional

Proving Worth: The Value of Affluent Millennials in North America:

Review findings of OppenheimerFunds and Campden Research study done on affluent millennials in North America, focused on understanding the mindset and intentions of millennials with investing, jobs, and more.

  • Ned Dane, Managing Director, Head of Private Client Group, OppenheimerFunds

A Guide to the Markets:

J.P. Morgan’s outlook and perspective on investing, jobs, economic growth, fiscal stimulus, global markets, and more.

  • Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management

Federal Regulator's Roundtable:

Federal banking regulators discuss latest regulatory and examination issues in regards to trust bankers.

  • Joel Miller, Office of the Comptroller of the Currency
  • J. Douglas Pollitt, Federal Reserve Bank of Chicago
  • Michael Orange, Federal Deposit Insurance Corporation

Additional topics include: Fiduciary Litigation and Lessons for Managing Risk; The Untouchables Seminar - How to Build Client Loyalty; Demystifying China; 5 Ways Technology Can Change the Way You Age; and Lending to Wealthy Individuals: Driving Profitable Growth Through Strategic Credit Solutions

As always, the conference will feature an exhibit hall filled with the premier providers of products and services for trust and investment management businesses.

Registration for the conference is $1,490 for ABA members and $1,890 for non-members. Special discounts are available. Certified Trust and Financial Advisors (CFTA) attending the conference are eligible to earn education credits through the Institute of Certified Bankers.

For more information or to register for the conference please visit


Posted by: The Trust Advisor


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