Curriculum | Advanced Wealth and Trust School | American Bankers Association

The Advanced Wealth and Trust School curriculum builds on Levels 1 and 2 curricula. This school is designed to enhance your knowledge and to continue your professional development. The program consists of in-depth, comprehensive sessions and includes the latest advanced strategies in:

Developing and delivering full, balanced advice
Advanced investment strategies
Complex administration topics and
Navigating the dynamic nature of clients’ financial needs in context of generational, gender and cultural characteristics

Visit ABA Certifications for more information about how to apply for the CTFA ABA Professional certification.

Information Session

Learn more about the schools in a recent session with members of the school’s advisory board and ABA staff.

Watch Recording

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2025 Schedule

We’re currently working on the 2025 schedule. To see the types of session you can expect, check out the 2024 program.

2024 Schedule

All times in ET.

Mon, Oct 14
Tues, Oct 15
Wed, Oct 16
Thurs, Oct 17

Mon, Oct 14

7:00 AM - 8:30 AM	Registration
7:00 AM - 8:30 AM	Breakfast
8:30 AM – 8:45 AM	Orientation
8:45 AM – 10:45 AM	Advanced Philanthropic Planning Strategies and Administration: DiscussionStephanie Buckley
10:45 AM – 11:30 AM	Advanced Philanthropic Planning Strategies and Administration: Case StudyStephanie Buckley
11:30 AM – 12:45 PM	Lunch
12:45 PM – 1:00 PM	ABA Stonier Graduate School of Banking Introduction
1:00 PM - 1:45 PM	Ethical Topics in Trust Administration: DiscussionKent Lytle
1:45 PM – 2:30 PM	Ethical Topics in Trust Administration: Case StudyKent Lytle
2:45 PM – 4:30 PM	Environmental Liabilities of Fiduciaries: DiscussionSteve Goodman
4:30 PM – 5:15 PM	Environmental Liabilities of Fiduciaries: Case StudySteve Goodman
5:15 PM – 6:15 PM	Networking Reception

Tues, Oct 15

7:00 AM - 8:00 AM	Breakfast
8:00 AM - 9:15 AM	Importance of Proper Titling of Assets and Regular Titling Reviews: DiscussionAustin Bertrand
9:15 AM - 10:00 AM	Importance of Proper Titling of Assets and Regular Titling Reviews: Case StudyAustin Bertrand
10:15 AM - 11:30 AM	Asset Allocation and Diversification: DiscussionBill Stone
11:30 AM - 12:15 PM	Asset Allocation and Diversification: Case StudyBill Stone
12:15 PM - 1:30 PM	Lunch
1:30 PM - 1:45 PM	ABA Membership Presentation
1:45 PM - 2:45 PM	Full Balance Sheet Advice: DiscussionTony McEachern
2:45 PM - 3:30 PM	Full Balance Sheet Advice: Case StudyTony McEachern
3:30 PM – 5:00 PM	Regulatory UpdateDale Baker

Wed, Oct 16

7:00 AM - 8:00 AM	Breakfast
8:30 AM - 9:30 AM	Understanding Generational, Gender and Cultural Characteristics in Managing Wealth (Discussion)Alvina Lo
9:30 AM - 10:15 AM	Understanding Generational, Gender and Cultural Characteristics in Managing Wealth (Case Study)Alvina Lo
10:30 AM - 11:45 AM	Nature of Client Financial Needs (Discussion)Alvina Lo
11:45 AM - 12:30 PM	Nature of Client Financial Needs (Case Study)Alvina Lo
12:30 PM - 1:45 PM	Lunch
1:45 PM - 2:45 PM	Investment Strategies for Inherited Wealth (Discussion)Bill Stone
2:45 PM - 3:45 PM	Investment Strategies for Inherited Wealth (Case Study)Bill Stone
4:00 PM - 4:45 PM	Alternative Investment Products (Discussion)Bill Stone
4:45 PM - 5:30 PM	Alternative Investment Products (Case Study)Bill Stone
5:30 PM - 8:30 PM	Mid-week Celebration

Thurs, Oct 17

7:00 AM - 8:00 AM	Breakfast
8:00 AM - 9:30 AM	Advanced Trust Administration Topics: Making Complex Decisions (Discussion)Mark Oller
9:30 AM - 10:15 AM	Advanced Trust Administration Topics: Making Complex Decisions(Case Study)Mark Oller
10:30 AM - 12:00 PM	Estate Planning: What the Election Means for Estate Planning?Austin Bertrand and Tom Lasley
12:00 PM - 12:15 PM	Course Wrap-Up/AdjournLunch (optional)

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Curriculum | Advanced Wealth and Trust School