Virtual Conference

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Event Date Tue Feb 15 CST - Wed Feb 16 CST (in 27 days)
In your timezone (EST): Tue Feb 15 1:00am - Wed Feb 16 1:00am
Location Virtual Conference
Region Americas

From the Great Wealth Transfer and diversifying client pool, to new risks, relationship models and technologies—advisors are facing accelerated change. At ABA’s conference for wealth advisors, we’ll put these and all issues shaping the wealth management industry into focus.

Conference Highlights:

• Leaning into the Future State
Find out where wealth management is headed to position your practice for success.

• Managing Diverse Needs
Seize the opportunity to provide client-centered advice to enhance engagement and retention.

• Owning Risk
Become a proactive advisor to help your clients and practice remain agile during uncertain times.

• Bring the Team
Attend the conference together with your team at a special group registration rate.

• Live and On-Demand Sessions
Get the latest in client and practice management, investments, fiduciary advice, regulation and more.

Who Should Attend?
Client-facing professionals; Wealth Management Leaders; Extended Wealth Management and Trust Team.


2022 Speakers

Oscarlyn Elder, CFA, CAIA
Managing Director, Co-Chief Investment Officer, Truist Wealth

Julie Genjac
Managing Director, Applied Insights, Hartford Funds

Tony Davidow, CIMA®
President and Founder, T. Davidow Consulting, LLC

Christine Sandler
Head of Sales and Marketing, Fidelity Digital Assets

Ryan Sullivan, CFP®, CLU®, ChFC®
Managing Director, Applied Insights, Hartford Funds

Katherine Roy
Chief Retirement Strategist, J.P. Morgan Funds

Marguerite C. Weese
COO, Emerald Family Office & Advisory National Director, Family Legacy Strategies, Wilmington Trust

Beth Knickerbocker
Chief Innovation Officer, Office of the Comptroller of the Currency (OCC)

Jean Dunn, CFP
Vice President, Insights Leader, T. Rowe Price

Samuel Donaldson, JD, LL.M
Professor, Georgia State University College of Law

David Lauer
Senior Vice President and Senior Company Counsel, Wells Fargo

Phoebe Papageorgiou
Vice President, Trust Policy, American Bankers Association

Nick Bertha
Managing Director/Director of Wealth and Trust Planning, Fieldpoint Private Bank & Trust

Kary A. Moore
Senior Vice President, Senior Corporate Counsel, Federated Hermes

Carolyn A.W. Whitworth
Estates and Trust Attorney, Tucker Arnsberg

Alvina Lo
Chief Wealth Strategist, Wilmington Trust | M&T Bank Emerald Family Office & Advisory™

James Ballentine
Executive Vice President, Congressional Relations and Political Affairs, American Bankers Association


Velena Berny, CFP
Senior Vice President, Trust Director, Truist Wealth, Truist