2018 Annual Trust & Investment Conference

September 26-28, 2018 | The Otesaga Resort | Cooperstown, NY

Registration | Hotel Information | Exhibit/Co-Host Registration | Agenda | Golf


Positioning Your Firm for the Future | Focusing on the Client Experience

Join leading experts and your New York colleagues to discuss ways to position your firm and advise clients during uncertain market and economic conditions.  Explore major trends impacting the future of the wealth management business and how best to meet new challenges.

The 72nd Annual Trust & Investment Conference will draw trust, investment and wealth management professionals from banks and trust companies throughout New York State, as well as industry vendors, attorneys and investment advisers.  We look forward to seeing you.

Thank You to Sponsors

Broadridge Financial Solutions     |     Federated Investors     |     Fidelity Investments     |    Fi-Tek, LLC     |     Thomson Reuters    |     Vanguard


  • Investment Outlook: Managing through Uncertainty and Volatility
  • Minimizing Fiduciary Risk and Litigation
  • Talent Development, Planning and Retention: Defining Roles for Future Growth and Opportunities
  • State Legislative Update and Prospects for the New York Uniform Trust Code
  • Selling Value and Solutions: Insights into Wealth Management Pricing Methodolgies
  • Political Environment, the Mid-Term Elections and Implications for Clients
  • Using Business Intelligence and Analytics to Craft Growth Strategies
  • Advising Clients: Cryptocurrencies and Wealth Management
  • Family Dynamics and Generational Succession Planning
  • Advising Clients: Handling Digital Assets


Click to access Hotel Information page


Elisa R. Legg  

Kerry Carney