Curriculum | Wealth and Trust School Level 1

April 22, 2025 - May 1, 2025

Virtual School

The Wealth and Trust School Level 1 offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of wealth management professionals, including prominent bankers, attorneys, and industry experts. In addition, participants have the opportunity to build a nationwide network of peers and industry leaders—a vital resource for years to come.

During the week-long course, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

Account Administration
Fiduciary Law
Tax and Estate Planning
Investment Management

Information Session

Learn more about the schools in a recent session with members of the school’s advisory board and ABA staff.

Watch Recording

Passcode: oK+#Bp60

2025 Schedule

We’re currently working on the 2025 schedule. To see the types of session you can expect, check out the 2024 program.

2024 Fall Schedule

All times in ET.

Mon, Oct 14
Tue, Oct 15
Wed, Oct 16
Thu, Oct 17
Fri, Oct 18

Mon, Oct 14

7:00 AM – 8:30 AM	Registration
7:00 AM – 8:30 AM	Breakfast
8:30 AM – 8:45 AM	Welcome and Overview
8:45 AM – 11:00 AM	Trust Administration Fundamentals Jennifer Galvagna
11:15 AM – 12:45 PM	Introduction to Fiduciary Risk Management and Compliance Kent Lytle
12:45 PM – 2:00 PM	Lunch
2:00 PM – 2:15 PM	ABA Stonier Graduate School of Banking Introduction
2:15 PM – 5:00 PM	Account Acceptance and Termination Sahar Pouyanrad
5:15 PM – 6:15 PM	Networking Reception

Tue, Oct 15

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 11:15 AM	Gift and Estate Tax Planning Steve Goodman
11:15 AM – 12:15 PM	Individual Income Tax Austin Bertrand
12:15 PM – 1:45 PM	Lunch
1:45 PM – 3:45 PM	Estate and Probate Administration Austin Bertrand
4:00 PM – 5:00 PM	Fiduciary Ethics Steve Goodman

Wed, Oct 16

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 11:00 AM	Planning for Retirement Robert Dietz and Tom Lasley
11:15 AM – 12:45 PM	Integrated Planning and Advice Tony McEachern
12:45 PM – 2:00 PM	Lunch
2:00 PM – 2:15 PM	ABA Membership Presentation
2:15 PM – 3:45 PM	Behavioral Finance Kit Mac Nee
4:00 PM – 5:30 PM	Investment Policy Brian Ruther
5:30 PM – 8:30 PM	Mid-week Celebration

Thu, Oct 17

7:00 AM – 8:00 AM	Breakfast
8:30 AM – 10:30 AM	Economics and Markets William McAllister
10:45 AM – 12:30 PM	Asset Allocation and Diversification William McAllister
12:30 PM – 1:45 PM	Lunch
2:00 PM – 4:00 PM	Discretionary Distributions Mark Oller
4:00 PM – 5:00 PM	Wealth Management and Trust Review School Advisory Board

Fri, Oct 18

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 10:00 AM	Client Engagement and Emotional Intelligence Lisa Bittner
10:15 AM – 11:30 AM	Relationship Management
11:30 AM – 11:45 AM	Wrap-up/Adjourn

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.