2024 Tri-State Trust Conference

April 23-25, 2024

Delta Hotel by Marriott | 1635 42nd St SW, Fargo, ND

More information & Register Online

REGISTRATION FEES

Member (NDBA, SDBA, MBA) - Registration by April 5: $450 | Registration after April 5: $475
Non-Member - Registration by April 5: $625 | Registration after April 5: $650

HOTEL INFORMATION

Delta by Marriott,  1635 42nd St SW, Fargo ND
Room block deadline: March 25
Conference rate: $149
Book online: Trust Conference Rate or call 701.277.9000

EVENT AGENDA

• 4:30 pm   Registration
• 5:00 pm   Opening Reception in Exhibit Hall
• 6:30 pm   Opening Dinner
• 7:00 pm   Championship Teams Have No Benchwarmers | Aaron Davis, Lincoln NE

• 7:15 am    Breakfast Buffet in Exhibit Hall
• 8:00 am    Introductions
• 8:05 am    Rapid-Fire Roundtables
• 8:45 am    Federal Tax Update | Samuel A. Donaldson, Georgia State University
• 10:15 am  Morning Break in Exhibit Hall
• 10:45 am  Importance of Creating and Maintaining a Sales Culture | Sandra Ottinger, Cannon Financial Institute, Atlanta GA
• 12:00 pm  Luncheon in Exhibit Hall
• 1:05 pm    Fiduciary Conflicts of Interest | Jeff Kropschot, Kropschot Consulting Partners, Springville UT
• 2:00 pm    Dessert and Final Break with Exhibitors | Door Prize Drawings
• 2:40 pm    Corporate Transparency Act (CTA): Overview for Trustees and the Latest Update | Patrick Alyward, TrustWorthy Consultants
• 3:40 pm    Resolving Conflicts with Clients, Colleagues, and Others | Michael Gregory, Michael Gregory Consulting
• 4:45 pm    Networking Reception followed by Dinner on Your Own

• 7:30 am   Continental Breakfast 
• 8:00 am   The View from the Top of the Roller Coaster | John McQueen, UMB, Kansas City MO  
• 9:10 am   Becoming a Family Business Whisperer | Dave Specht, Global Family Business Institute, Claremont, CA 
• 10:15 am Panel Discussion | Moderated by Dave Specht | Advisors: Chantel Stennerson, Eide Bailly LLP, and F. John Williams III, Fredrikson
• 11:00 am Global Market Outlook | Chris Dillon, T. Rowe Price 
• 11:55 am Closing and Adjourn

QUESTIONS & ANSWERS

Dorothy Lick, SVP of Education and Events | North Dakota Bankers Association | 701.595.7757 or [email protected]