Curriculum | Wealth and Trust School Level 1 | American Bankers Association

The Wealth and Trust School Level 1 offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of wealth management professionals, including prominent bankers, attorneys, and industry experts. In addition, participants have the opportunity to build a nationwide network of peers and industry leaders—a vital resource for years to come.

During the week-long course, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

Account Administration
Fiduciary Law
Tax and Estate Planning
Investment Management

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 Fall Schedule

All times in ET.

Mon, Oct 14
Tue, Oct 15
Wed, Oct 16
Thu, Oct 17
Fri, Oct 18

Mon, Oct 14

7:00 AM – 8:30 AM	Registration
7:00 AM – 8:30 AM	Breakfast
8:30 AM – 8:45 AM	Welcome and Overview
8:45 AM – 11:00 AM	Trust Administration FundamentalsJennifer Galvagna
11:15 AM – 12:45 PM	Introduction to Fiduciary Risk Management and ComplianceKent Lytle
12:45 PM – 2:00 PM	Lunch
2:00 PM – 2:15 PM	ABA Stonier Graduate School of Banking Introduction
2:15 PM – 5:00 PM	Account Acceptance and TerminationSahar Pouyanrad
5:15 PM – 6:15 PM	Networking Reception

Tue, Oct 15

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 11:15 AM	Gift and Estate Tax PlanningSteve Goodman
11:15 AM – 12:15 PM	Individual Income TaxAustin Bertrand
12:15 PM – 1:45 PM	Lunch
1:45 PM – 3:45 PM	Estate and Probate AdministrationAustin Bertrand
4:00 PM – 5:00 PM	Fiduciary EthicsSteve Goodman

Wed, Oct 16

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 11:00 AM	Planning for RetirementRobert Dietz and Tom Lasley
11:15 AM – 12:45 PM	Integrated Planning and AdviceTony McEachern
12:45 PM – 2:00 PM	Lunch
2:00 PM – 2:15 PM	ABA Membership Presentation
2:15 PM – 3:45 PM	Behavioral FinanceKit Mac Nee
4:00 PM – 5:30 PM	Investment PolicyBrian Ruther
5:30 PM – 8:30 PM	Mid-week Celebration

Thu, Oct 17

7:00 AM – 8:00 AM	Breakfast
8:30 AM – 10:30 AM	Economics and MarketsWilliam McAllister
10:45 AM – 12:30 PM	Asset Allocation and DiversificationWilliam McAllister
12:30 PM – 1:45 PM	Lunch
2:00 PM – 4:00 PM	Discretionary DistributionsMark Oller
4:00 PM – 5:00 PM	Wealth Management and Trust ReviewSchool Advisory Board

Fri, Oct 18

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 10:00 AM	Client Engagement and Emotional IntelligenceLisa Bittner
10:15 AM – 11:30 AM	Relationship Management
11:30 AM – 11:45 AM	Wrap-up/Adjourn

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 | Wealth and Trust School Level 1