ABA WEALTH MANAGEMENT AND TRUST CONFERENCE

CAPITALIZING

February 22–24, 2017 | Hyatt Regency New Orleans | New Orleans, Louisiana

ON CHANGE

SEIZE THE OPPORTUNITYFrom advances in Fintech to regulatory developments, a range of changing dynamics have been transforming the Wealth Management and Trust industry. Now is the time to move forward and embrace challenges. And the 2017 ABA Wealth Management and Trust Conference has your roadmap.

Join us in New Orleans for the one-of-a-kind industry event focused on the future of your business. You’ll examine how today's Wealth Management and Trust developments intersect with your business goals while unlocking opportunities to evolve, innovate and capitalize on change.

• Learn practical strategies for competing and succeeding in today’s market environment.

• Change the way you view the industry’s technology innovators and discover opportunities to complement and collaborate.

• Explore the latest in fiduciary advice, regulations and practice management techniques.

• Strengthen customer relationships and become a better consultative resource for your clients.

REGISTRATION FEESABA Members: Register by December 23, 2016 and Save $300!

Early ABA Member/Service Member/CTFA $1,190

Regular ABA Member/Service Member/ CTFA rate (After 12/23/2016) $1,490

Non-Member $1,890

Spouse/Guest $ 195

Team Registration * $ 990

* Team registrant rate is for each additional person from the same ABA bank member institution.

REGISTER TODAY!Online: aba.com/WMT | Phone: 1-800-BANKERS (1-800-226-5377)

ABA WEALTH MANAGEMENT AND TRUST CONFERENCEPrepare to Transform the Way You Do Business A unique and stimulating learning environment awaits you at the ABA Wealth Management and Trust Conference. Consider it your opportunity to engage with the industry’s brightest minds and learn the latest solutions and strategies—all in a thought-provoking setting that optimizes your time out of the office.

So act now. Resist your resistance to industry change and make the choice to attend a program that will set you apart from the rest.

• Find opportunities to capitalize on industry changes impacting business operations, fiduciary advice, investment strategies, risk management and regulatory compliance.

• Translate up-to-the-minute trends into practical solutions that will work for your business.

• Learn to better serve your evolving client base through relationship- and trust-building.

EARN CTFA CREDITS TO ENHANCE YOUR PROFESSIONAL STATUS.Did you know the conference is built around the CTFA certification’s five knowledge areas? It’s a perfect opportunity to gain valuable credits in the areas of Fiduciary and Trust Activities; Financial Planning; Tax Law and Planning; Investment Management; and Ethics.

LOOK WHO’S SPEAKINGDr. Benjamin S. Sorensen Vice President, Optimum Associates, LLC (sponsored by T. Rowe Price)

Executive Stamina Find keys to driving high performance in today’s “new normal” business environment.

Andrew Busch Political Economist

Washington Update Gain an understanding of the economic plans of the new administration from this trusted expert seen on CNBC, FOX Business and BNN.

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

A Guide to the Markets Explore the current investment outlook and opportunities emerging across global markets.

John Diehl Senior Vice President of Strategic Markets, Hartford Funds

5 Ways Technology Can Change the Way You Age Learn the answer to the number one question facing the next generation of retirees: How do you add life to longer lives?

JOIN US IN NEW ORLEANS—and Stay for Mardi Gras.There’s no better time to visit New Orleans than Mardi Gras season, and the ABA Wealth Management

and Trust Conference is the perfect prelude to Fat Tuesday. The city’s most popular carnival parades and

celebrations are set to begin just as the conference ends on February 24, so laissez les bons temps rouler!

Visit aba.com/WMT for more information on rates and accommodations at the Hyatt Regency New Orleans.

THE INDUSTRY’S PREMIER SETTING FOR EDUCATION, NETWORKING AND RESULTS Featuring expert speakers, future-focused session topics and celebratory networking events with your peers, the ABA Wealth Management and Trust Conference is the place to make connections and uncover strategies for success. No other conference covers more ground for members of the Wealth Management and Trust community.

Who Should Attend?Designed specifically for Wealth Management & Trust executives who work in the banking industry, this is the only event of its kind designed for:

• Senior wealth/trust executives• Wealth management advisors• Investment specialists• Portfolio managers• Legal team members• Sales managers• Regulators

Come Explore These and Other Conference Topics:• Operating in a Post-DOL World• Demystifying China• Trends in Outsourcing Back Office Functions• Regulators’ Roundtable• Portfolio Construction in a Post-Markowitz World• Planning for Modern and Blended Families• Proving Worth: The Value of Affluent Millennials in North America

For the complete agenda, visit aba.com/WMT.

ABA WEALTH MANAGEMENT AND TRUST CONFERENCEFEBRUARY 22–24, 2017 | HYATT REGENCY NEW ORLEANSNEW ORLEANS, LOUISIANA

1120 Connecticut Avenue, NWWashington, DC 20036

ON CHANGECAPITALIZING