Annual Meeting Schedule

ato-logo

Home

Agenda


Hotel

Sponsors

Exhibitors

AGENDA

10:00 am - 2:00 pm Grand Ballroom

Exhibitor Set up

3:00 pm - 3:15 pm Grand Ballroom

Welcome

Bryant Jones

SESSION I

3:00 pm - 4:00 pm Grand Ballroom

ATO Regulatory Update and Business Meeting

Tom Blank
3:00 pm - 5:00 pm Evangeline

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 Ottinger Sandra Ottinger

SESSION II

4:00 pm - 5:00 pm Grand Ballroom

The Big Easy: How will Artificial Intelligence Impact Trust Institutions?

Steve Randolph
Ariel Junquira-DeGarcia
Steve Plummer
Mike Tropeano
5:30 pm - 7:00 pm Courtyard (floor)

Welcome Reception

7:00 am - 8:00 am Grand Ballroom Foyer

Registration

7:00 am - 8:00 am Canal Rooms

Breakfast

7:00 am - 4:30 pm Grand Ballroom

Exhibits Open

8:00 am - 5:00 pm Evangeline

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 Ottinger Sandra Ottinger
8:00 am - 8:30 am Grand Ballroom

Welcome

Bryant Jones

Session III

8:30 am - 9:30 am Grand Ballroom

Finding the Eye of the Hurricane: Coaching for Growth through Resolving Conflict

Quinton Alston-Spratt

Session IV

9:30 am - 10:15 am Grand Ballroom

Should We Combine Krewes? Trust Industry Merger and Acquisition Update

Tony Guthrie
Kyle McDonald
Bruce Cameron
10:15 am - 10:45 am Grand Ballroom

Break with Exhibitors

Session V

10:45 am - 11:30 pm Grand Ballroom

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 Gaslowitz
11:30 am - 1:00 pm Canal Rooms

Lunch - Buffet

Session VI

1:00 pm - 1:45 pm Grand Ballroom

Throw me something mister! Best Practices for Gaining Wallet Share

Laura Hanichak Gregg

Session VII

1:45 pm - 2:30 pm Grand Ballroom

Looking for the Pearl in the Oyster: Fifth Annual Review of Comparative Financial Data- Trends/Performance Analysis

David Lincoln
2:30 pm - 3:00 pm Grand Ballroom

Break with Exhibitors

Session VIII

3:00 pm - 4:00 pm Grand Ballroom

Calming Fears: Managing Difficult Client Conversations about Complicated Trust and Investment Issues

Reid Harell
Kevin Bannerton
Travis Brown
6:00 pm - 7:00 pm Grand Ballroom Foyer

Networking Reception (Host full bar - no food)

7:00 pm - 9:30 pm Grand Ballroom

Awards Dinner (wine with dinner)

7:00 am - 9:00 am Canal Rooms

Farewell Breakfast

8:00 am - 9:00 am Canal Rooms

ATO Trust Roundtable Discussions