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New Executive Track | Wealth Management and Trust Conference

  • February 24-26, 2025
  • Manchester Grand Hyatt
  • San Diego, CA
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New Executive Track

Are you a decision-maker in wealth and trust? Does your role align with head of planning, asset management, trust administration, risk and compliance, or relationship management? If so, this track is the right fit for you.

Sample Schedule

Monday, February 24

8:00 AM – 5:30 PM

Registration Open

9:00 AM – 9:30 AM

Breakfast in The Hub

9:30 AM – 11:00 AM

Opening General Session

The Current Landscape of Wealth Management and Trust

Hear from leaders in wealth management about what is happening at their firms and their outlook for the future.

11:00 AM – 11:20 PM

Network in The Hub

11:30 AM – 12:15 PM

Welcome and ABA Update/Fireside Chat with ABA Senior Executives

12:15 PM – 1:00 PM

Lunch and Hot Topics Table Groups

Divide into groups based on specialty and discuss what’s keeping you up at night.

1:00 PM – 3:30 PM

Delivering White-Glove Service in a No-Touch World

Join your executive peers for a conversation where we answer this burning question: How can leading wealth management and trust organizations implement new technology and automation to reduce costs while still providing top-notch service? We will focus on actionable practices you can apply to your institution.

3:30 PM – 4:20 PM

Break and Partner Networking in The Hub

4:20 PM – 5:30 PM

General Session

Navigating the Future: Your Economic Outlook for 2025

Join us for an insightful journey into the trends and forecasts shaping our financial future. This dynamic session will equip you with the knowledge to navigate uncertainty and seize opportunities in the evolving market.

5:30 PM – 6:30 PM

Reception in The Hub

6:45 PM – 8:30 PM

Networking Dinner

Schedule subject to change.

For questions contact Kim Chancy at kchancy@aba.com.

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