September 29-30, 2026
Renaissance Orlando at SeaWorld

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This annual conference is designed to explore current issues impacting the trust and wealth management industry and provide continuing education credits. This conference will benefit all trust and wealth management professionals from any sized financial institution.

Average attendance from last 4 events:

• 90 attendees
• 48 organizations​

Sponsorships Available:

• Reception: Opening Night | $3,500
• Awards Luncheon: Day One | $3,500
• Name Badges/Lanyards | $3,000 
• Breakfast (2 available) | $3,000
• Refreshment Breaks (3 available) | $2,000

Sponsorships Include:

• Table-top exhibitor display
  • Includes six (6) foot skirted table and chair, extension cord and power strip
• Recognition in the event marketing brochure
• Listing on the event website with a hyperlink to your company site
• Attendee roster provided to your representative
• Listing in the onsite program
• Prominent signage featuring your company name
• Sponsor identification on name badge
• Verbal recognition during the program​​
• Sponsorships of $3,000 include one (1) complimentary registration

Table-Top Exhibitor Information:

• Member Fee - $1,500
  ​(Includes 1 Exhibitor Registration)
• Additional Exhibitors - $925 each
  
  
• Non-Member Fee - $3,000
  (Includes 1 Exhibitor Registration)
• Additional Exhibitors - $1,850 each

Table-Top Package Include:

• 6-foot skirted table, chair, and power cord
• One complimentary registration (entitles exhibitor to attend all conference functions)
• Discounted additional exhibitor registration fee
• Pre- (three weeks prior) and post-event registration list (not emails)