Jump to Content
ABA: The American Bankers Association
Skip Section Navigation

Information Session

RegisterView Program

Interested in learning more about ABA’s spring Wealth and Trust Schools?

Join us for a free information session on January 28 at 2 PM ET. Learn how each virtual program this spring will equip wealth and trust professionals to deliver balanced, holistic advice to their clients.

Agenda

  • Introductions
  • Are ABA Wealth and Trust Schools right for you?
  • Curriculum
  • Logistics
  • Hear from advisory board and past students
  • CTFA
  • Q&A

Speakers

  • Kim Chancy, Senior Director, Conferences and Programming, American Bankers Association
  • Mark Benskin, VP, Market Manager, Wealth Management, American Bankers Association
  • Jody Denney-Vazquez, VP and Fiduciary Officer, Bessemer Trust
  • Timothy Lee, Trust Advisor, Plante Moran
  • Anne Holmes, Personal Trust Relationship Manager, Security National Bank of South Dakota