2025 Tri-State Trust Conference

2025 NDBA Tri-State Trust Conference

Event Materials

• Event Handout | click here (link will be posted soon)
• Event Agenda | click here

Speaker Lineup 

(handount links will be posted after conference)

	Patrick Alyward Hot Fiduciary Compliance Topics for Trustees   [Click here] for speaker handout [Click here] for State Tax Situs Chart
	Phil Buchanan Thriving in Chaos: Addressing 7 Challenges Impacting Wealth Management [Click here] for speaker handout
	Sharon Carson Using J.P. Morgan’s Guide to Retirement to Help Clients Retire with Confidence [click here] for speaker handout
	Chris Dillon Global Market Outlook  [Click here] for speaker handout
	Lauren Henderson Economic Outlook [Click here] for speaker handout
	Jeff Kropschot BSA/AML/OFAC Compliance Essentials for Fiduciaries  [Click here] for speaker handout
	Steve Murphy Scouting Report on Recent Tax-Related Estate Planning Developments [Click here] for speaker handout
	Hunter Pinke No Bad Days
	Mike Tropeano A.I. in Wealth Trust: Developing the Use Cases and Trust Needed to be Successful  [Click here] for speaker handout

Thank you to our Sponsors

 

Trust Conference Exhibitors