ABA Trust Schools September 24-29, 2017 Emory Conference Center and Hotel Atlanta, Georgia Register Now! aba.com/ts 1-800-BANKERS
NEW ABA Trust Certificates Earning credentials to validate professional expertise has never been more important; a highly-trained team is a high-performing team, which attracts and retains satisfied clients. ABA Trust Certificates can now be earned with greater flexibility with online study, attending a residential school, or with both. Choose the option that best fits your schedule. Foundational For those who need to establish or strengthen their understanding of basic wealth management and trust principles. Intermediate For individuals with some field experience who have mastered the concepts introduced in the foundational trust certificate. Advanced For the experienced professional, this provides an in-depth understanding of the fiduciary role, finding sophisticated solutions to complex client situations. These Trust Certificates provide a recognized standard of excellence for trust and wealth management professionals. Plus, earning all three Certificates in conjunction with professional experience, helps prepare individuals to earn the prestigious Certified Trust and Financial Advisor (CTFA) designation. Learn more at aba.com/trustcertificates
ABA Trust Schools Invest in quality education For professional development, today s trust community has many choices. Don t settle for off-the-shelf training when ABA s world-class trust education awaits. This immersive experience provides a structured pathway to a quality, career-enhancing education with real results. The Foundational, Intermediate and Advanced Schools prepare trust professionals at different stages of their careers. Select the level that s right for you, and experience training that can t be matched. Build advanced proficiency in fiduciary and trust activities, financial planning, tax law and tax planning, investment management and ethics. Engage in classroom lectures, group discussions and case studies to become a confident and successful trust officer. Engage with faculty and peers and hone your skills. WHO SHOULD ATTEND: Trust Officers Trust Administrators Trust Managers Trust Counsel Trust Tax Specialists Investment Officers Financial Planners Estate Advisors Private Bankers Attorneys/Paralegals
Meet the Faculty ABA Trust Schools are taught by leading industry practitioners who are familiar with the issues and challenges students face in the workplace. These faculty members* bring a wealth of real-world experience resulting in engaging and highly interactive sessions. Mindi S. Bressler National Sales Executive Specialty Asset Management U.S. Trust Ron Florance, CFA President, RMF Consulting, LLC Charles D. Skip Fox IV Partner and Head of Private Wealth Services Industry Group McGuireWoods LLP Steve Goodman President, Trainworks Colin Korzec Managing Director U.S. Trust Kristen Lewis Attorney Smith, Gambrell & Russell, LLP David Llewellyn Senior Vice President, Trust Advisor and Senior Fiduciary Officer, The Northern Trust Company R. Hugh Magill Executive Vice President, Chief Fiduciary Officer and Global Director of Trust Services,The Northern Trust Company Uma M. Rajeshwar, CFA, CTFA, CFP Managing Director, Portfolio Management, Glenmede Trust Company, N.A. Robert H. Sitkoff John L. Gray Professor of Law Harvard Law School *Partial list of our expert faculty. Start Your Trust School experience with an Industry Trends session, led by Jim Marion from US Trust NEW THIS YEAR! The Changing Market for Art: Aesthetics vs. Investment Judith Pearson, President and CEO, Nomadx Solutions, LLC Tech Session: Digital Advice - Transforming the Client Experience by Bridging the Digital Divide brought to you by Envestnet
Foundational Acquire the Fundamentals. September 24-29, 2017 For those launching their trust career. Curriculum Highlights Account Administration Acceptance and Termination Issues Charitable Trust Administration Discretionary Distributions Duties and Powers of the Trustee Probate Administration Tax and Estate Planning Estate Planning Federal Estate and Gift Taxation Fiduciary Income Tax Generation-Skipping Transfer Tax Introduction to Retirement Planning Fiduciary Law Risk Management Regulation and Compliance Foundational Investment Management Investments Overview Types of Investments Earn the ABA Certificate in Trust: Foundational upon completion.
Practical Learning A key feature of all three Trust Schools is the popular case study review sessions. These hands-on workshops allow students to apply the concepts and principles they ve learned in class to realistic scenarios. Working in teams, students analyze their case, make recommendations, and defend them among faculty and peers. Independent Research Program Also offered is an optional Independent Research Program (IRP) to practice skills and apply ideas. The program leverages scenarios to help apply theories, develop research skills, and enhance your ability to analyze and react to complex situations.
Intermediate Build Trust Proficiencies. September 24-29, 2017 Designed for fiduciaries to augment their skills. Curriculum Highlights Account Administration Administering Unique Assets Life Insurance Fiduciary Law Fiduciary Administration: State Law and Practice Investment Management Portfolio Management: Theory and Concepts Personal Financial Planning Planning for Retirement Plan Distributions Personal Income Tax Planning Tax and Estate Planning Economics of Charitable Giving Estate Planning for Business Owners Estate Planning for the Marital Deduction Estate Planning for the Medium-Sized Estate Estate Planning/Settlement in a Digital Era Problems and Pitfalls of the 706 Intermediate Earn the ABA Certificate in Trust: Intermediate upon completion. NEW THIS YEAR! Digital Advice Transforming the Client Experience by Bridging the Digital Divide brought to you by Envestnet Register at aba.com/ts
Make Your Mark Earn the CTFA Students attending the Advanced School can register to take the Certified Trust and Financial Advisor (CTFA) exam on Saturday, September 30, 2017, at no additional cost. Choose the Advanced School with CTFA when registering, and save $725 exam application fee. ABA National Trust School Review eligibility requirements, and exam application information (including registration deadlines) at aba.com/ctfa
Advanced Manage Complex Client Scenarios. September 24-29, 2017 Provides established professionals with solutions to complex and sophisticated situations. Curriculum Highlights Account Administration Advanced Topics in Discretionary Actions Property and Casualty Special Needs Trusts Fiduciary Law Ethics of Trust Administration Making Complex Fiduciary Decisions Trust, Risk and Compliance Investment Management Practical Application of Investment Concepts Tax and Estate Planning Advanced Estate Planning Techniques Advanced Fiduciary Income Tax Advanced Generation-Skipping Tax Estate Planning for Retirement Assets Federal Tax Elections Funding the Marital and Credit Shelter Trusts Advanced Earn the ABA Certificate in Trust: Advanced upon completion. The ABA Trust Schools are under review for CTFA Continuing Education credits. For more information, visit aba.com/ts Register at aba.com/ts
ABA Trust Schools Advisory Board ADVISORY BOARD CHAIR Greg Firek, CTFA, CFP Regional Fiduciary and Wealth Management Services Manager Regions Financial, Private Wealth Management Nashville, TN ADVISORY BOARD MEMBERS Jessica Quintanilla Beavers, CTFA, CISP Executive Vice President Bridgeford Trust Company Pierre, SD Velena Berny, CFP Region Trust Advisor Senior Vice President and Fiduciary Executive Private Wealth Management SunTrust Bank Atlanta, GA Daniel P. Cunningham, CFA, CFP Managing Director, Market Investment Executive U.S. Trust, Bank of America Private Wealth Management Boston, MA Andrew Kafka, J.D., CTFA Vice President & Trust Officer Union Bank & Trust Company Lincoln, NE David M. Llewellyn Senior Vice President, Trust Advisor and Senior Fiduciary Officer, The Northern Trust Company Miami, FL Amy Helen Nachitgal, CTFA, CPA Trust Operations Officer Dorsey and Whitney Trust Company, LLC Sioux Falls, SD John P. Schlichting, CTFA Senior Vice President and Georgia Fiduciary Executive SunTrust Bank Private Wealth Management Atlanta, GA Jeffrey Schultz, CFA, CTFA Executive Vice President/Chief Investment Officer Managing Director of Trust and Investment Services American National Bank & Trust Wichita Falls, TX 2017-18 STUDENT REPRESENTATIVE Jody M. Denney, CTFA Second Vice President and Account Manager The Northern Trust Company Houston, TX
REGISTER TODAY! Foundational $2,195 ABA Members $3,195 ABA Non-Members Intermediate/Advanced $2,495 ABA Members $3,495 ABA Non-Members TEAM DISCOUNTS ARE AVAILABLE Attendees Each Saves 2-3 5% 4-10 10% 11+ 15% Register at aba.com/ts Location The Emory Conference Center Hotel Your Learning Oasis Enjoy exceptional accommodations and a convenient location by calling 800-933-6679 to make your hotel reservation. Mention the ABA Trust School to receive the discounted rate of $199 plus tax per night for single occupancy. Make your reservation by August 18th to ensure group rate. After this date, rooms are subject to availability at the prevailing rate. Your hotel stay includes most meals, refreshment breaks and access to Conference Center amenities. Visit aba.com/ts for complete curriculum and application details GET STARTED! The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The ABA Trust Schools are under review for CTFA credits. Credits to be awarded for each 2017 session will be posted on aba.com/ts when available. The American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. The 2017 ABA Trust Schools are being reviewed for CPE credits. For more information regarding refunds, concerns and program cancellations policies, please contact ABA Member Services at 1-800-BANKERS. Delivery Method: Group - Live.