Annual Meeting Schedule
AGENDA
Exhibitor Set up
Welcome
Bryant JonesSESSION I
ATO Regulatory Update and Business Meeting
Tom BlankTrust Sales: A Process for Creating & Capitalizing on Trust Opportunities (2 Days)
Sales Track Participants only
What are the keys to sourcing and closing a Trust Sale Opportunity? How do you differentiate yourself by using a defined, repeatable sales process?Our 1.5 day workshop explores:
• Managing effective team meetings with prospects
• Sourcing new business opportunities from your professional and personal network
• Breaking down the Sale Conversation
• Navigating Family Dynamics
This track has a separate registration of $1,000 for members and $1,895 for non-members. If your company is a member, you may register at the member price.
Sandra OttingerSESSION II
The Big Easy: How will Artificial Intelligence Impact Trust Institutions?
Steve Randolph
Ariel Junquira-DeGarcia
Steve Plummer
Mike TropeanoWelcome Reception
Registration
Breakfast
Exhibits Open
Trust Sales: A Process for Creating & Capitalizing on Trust Opportunities (2 Days)
Sales Track Participants only
What are the keys to sourcing and closing a Trust Sale Opportunity? How do you differentiate yourself by using a defined, repeatable sales process?Our 1.5 day workshop explores:
• Managing effective team meetings with prospects
• Sourcing new business opportunities from your professional and personal network
• Breaking down the Sale Conversation
• Navigating Family Dynamics
This track has a separate registration of $1,000 for members and $1,895 for non-members. If your company is a member, you may register at the member price.
Sandra OttingerWelcome
Bryant JonesSession III
Finding the Eye of the Hurricane: Coaching for Growth through Resolving Conflict
Quinton Alston-SprattSession IV
Should We Combine Krewes? Trust Industry Merger and Acquisition Update
Tony Guthrie
Kyle McDonald
Bruce CameronBreak with Exhibitors
Session V
Evacuate or Ride it Out?: Managing Risk from the Outset: A discussion on using the proposal and acceptance process to solve problems before they happen.
Debbie Gauthier
Jack Davidson
Stuart Allen
Adam GaslowitzLunch - Buffet
Session VI
Throw me something mister! Best Practices for Gaining Wallet Share
Laura Hanichak GreggSession VII
Looking for the Pearl in the Oyster: Fifth Annual Review of Comparative Financial Data- Trends/Performance Analysis
David LincolnBreak with Exhibitors
Session VIII
Calming Fears: Managing Difficult Client Conversations about Complicated Trust and Investment Issues
Reid Harell
Kevin Bannerton
Travis Brown