Page 24 - April 24, 2025 Bulletin

2025 Tri-State
Bank Trust Officers from
Trust

CONFERENCE Three States Gather in Fargo

Topics for Trustees.” Steve Murphy with McGuire Woods
More than 150 people took part in the 2025 Tri-State spoke after lunch about “Recent Tax-Related Estate
Trust Conference hosted by NDBA April 22-24 in Fargo. Planning Developments.” The final presentation of the
Trust officers from North Dakota, South Dakota, and afternoon was, “A.I. in Wealth Trust,” by Fi-Tek’s Mike
Minnesota, along with representatives from 32 exhibiting Tropeano. Attendees closed out the day with roundtables
and 8 sponsoring companies, participated in the event at discussions on trust industry hot topics.
the Delta Hotel by Marriott in Fargo. In addition, several Phil Buchanan from Cannon Financial Institute kicked off
trust officers participated virtually. The conference began Thursday’s program with his insightful session on “Thriving
with an exhibit hall reception, followed by dinner and a in Chaos: Addressing 7 Challenges Impacting Wealth
presentation, “No Bad Days” by Hunter Pinke. Management.” Jeff Kropschot of Krospchot Consulting

Wednesday morning, Lauren Henderson from Stifel Partners, then spoke on BSA/AML/OFAC compliance
provided an economic update. Attendees then heard from essentials for fiduciaries. Chris Dillon from T. Rowe Price
Sharon Carson on “Using J.P. Morgan’s Guide to Retirement closed out the conference with a “Global Market Outlook.”
to Help Clients Retire with Confidence.” After a break Thanks to all who participated. We hope you’ll join us for
with the exhibitors, Patrick Alyward from TrustWorthy the next Tri-State Trust Conference.
Consultants presented on “Hot Fiduciary Compliance

Special thanks to the 33 companies who exhibited and sponsored at the conference:

American Cancer Society Franklin Templeton Northern Trust
Broadridge FusionIQ Peoples Company
Cannon Financial Institute Infovisa Pifer’s Auction & Realty
CAPIS IntraFi Proxytrust
Cheetah John Hancock Ritchie Bros.
Compliance Alliance JP Morgan Simplify ETFs
EPIC Retirement Plan Services MainStreet Advisors Steffes Group
Farmers National Company MineralTracker T. Rowe Price
FCI Advisors Monroe Capital Trustate Corporation
Federated Hermes National Care Advisors UMB Bank
FIS ND Community Foundation Vanguard
Fi-Tek

Hunter Pinke - Featured Speaker Bremer Wealth

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