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For more than 90 years, this national event has been addressing the latest issues facing the trust industry, giving attendees access to those in the know and providing strategic and practical insight for success. This year is no exception. Sessions will include but are not limited to:
Primary areas of functional responsibilities are: Trust Administration; Investments, Asset Management; Sales & Marketing; Trust Operations; Brokerage Management.
Audience Management Level | Audience Asset Size |
34% - Executive Management 40% - Senior Management 14% - Middle Management 12% - Other (inc. Examiners, Chairmen and Investment Coordinators | 34% - Greater than $5 billion 25% - $1 billion - $5 billion 19% - $250 million - $1 billion 6% - Less than $250 million |
Help this prime audience achieve their goals. Expand your own customer base of profitable contacts. There's tremendous business potential for companies that provide products and services in:
Don't miss out on this excellent opportunity to gain additional exposure in front of your current trust clientele and new prospects. By sponsoring an event or item you gain the visible recognition of a leading organization, build brand equity and create a remembrance of your involvement at this conference. For additional benefits or to tailor the perfect sponsorship for you, please call today!
Read our Vendor Code of conduct.
Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact Sherri Zetlin if you have any questions.