Tri-State Trust Conference

2026 NDBA Tri-State Trust Conference

April 27-29, 2026 | Holiday Inn of Fargo - Fargo ND

Attendee Registration Information

Brochure and Registration Form | click here (PDF)
Online Registration | click here

Looking to Exhibit or Sponsor?

Sponsor/Exhibitor Brochure & Form | click here (PDF)
Online Registration | click here

Speaker Lineup

**The Billion Dollar Blind Spot**

Phil Buchanan
Cannon Financial Institute

**J.P. Morgan’s Retirement Planning Essentials**

Sharon Carson
JP Morgan Chase

**They Might Not be Crazy: Working with People You Disagree With (And Might Not Even Like)**

Dallin Cooper
Keynote Speaker

**Federal Tax Update 2026: Key Developments & Emerging Issues**

Sam Donaldson
Georgia State University

**CCA 202352018: What Every Fiduciary Needs to Know About the Most Consequential IRS Decanting Guidance in Decades**

Dan Gespass
Andersen

**Global Market Environment**

Kelly Hammond
T. Rowe Price

**Irrevocable Trust? A Discussion on Modification and its Implications**

Chantal Stennerson
Eide Bailly

**The Impact of Artificial Intelligence and Digital Assets on Wealth Management**

Mike Tropeano
Fi-Tek

**Demystifying Direct Indexing**

Alex Urbani
MainStreet Advisors

Thank You to our Sponsors

Trust Conference Exhibitors

Broadridge
Cannon Financial Institute
CAPIS
Cheetah
Compliance Alliance
Epic Retirement Services
Estateably
Farmers National Company
Federated Hermes
Fifth Third Institutional Services
FIS
Fi-Tek
Hertz Farm Management
Infovisa

J.P. Morgan Asset Management
MainStreet Advisors
Manulife John Hancock Investments
MineralTracker
National Care Advisors
North Dakota Community Foundation
Pifer’s Auction and Realty
Proxytrust
Simplify ETFs
Steffes Group
T. Rowe Price
Touchstone Investments
Trust Investment Solutions
UMB