Elevate Your Practice: Where Trust, Wealth, and Legal Expertise Converge
Join industry leaders for two days of advanced learning and strategic insights at Florida's premier trust and wealth management event. This year's conference brings together elite practitioners from banking, law, and wealth management to address the complex challenges facing our industry.
 
2025 Program Highlights:
Our dynamic program is currently in development. Anticipated topics include:

• Next Generation Wealth Management: Succession Planning & Talent Development
• Regulatory Landscape: Expert Panel featuring Corporate Transparency Act Implementation
• Economic Outlook (Keynote)
• Legal Update
• Advanced Trust Administration: Delegation of Authority & Duty Bifurcation
• Decanting Strategies in Florida
• Ethics in Modern Wealth Management

 
Final agenda and speakers to be announced. Additional topics may be added based on emerging industry developments.

Who Should Attend:
- Trust Officers and Wealth Management Professionals
- Estate Planning Attorneys
- Real Property, Probate and Trust Law (RPPTL) and Associates
- Financial Advisors and RIA Professionals
- Trust Department Leaders and Administrators

CONFERENCE CO-CHAIRS:

​Candace Marshall
Senior Trust Advisor, Vice President, Southeast Division, Wealth & Investment Management, Wells Fargo Bank, N.A.

Todd Feintuch
EVP, Wealth Management
Seacoast Bank

​
​Professional Development Value:
Based on last year's conference, attendees can anticipate similar continuing education opportunities. Last year's credits included:
- Florida Bar: 9 CLE credits (including Wills, Trust & Estates Certification)
- CFP Board: 9 CE credits
- ABA Professional Certifications: 8.5 CFTA credits; 2.5 CCTS credits

Hotel

Ritz-Carlton Fort Lauderdale
1 North Fort Lauderdale Beach Blvd
Fort Lauderdale, FL 33304
Book your group rate! 

Please call the hotel directly to secure your room reservations. Make sure to mention that you are with the Florida Bankers Association Annual Trust Conference to receive the room rate of $319++ per night. The deadline for reserving your room at this rate is August 15, 2025, or when no more rooms are available. Any reservations requests made after that date will be accepted on a space and rate available basis. Please note, you must make your own reservations with the hotel as registering for the event through the FBA does not include a room reservation.

Registration

REGISTER ONLINE (MEMBERS ONLY)

NON-MEMBER REGISTRATION FORM

RPPTL Registration Form

​*Non-members are not able to register through the FBA Members Only portal, please fill out and submit a Non-Member Registration Form.

Sponsorship & Tradeshow Opportunities

2025 sponsorship prospectus

exhibitor kit

Member Booth Online Registration

Non-Member Booth Request Form

Contact: ​Marilyn Matherne
Phone: 850-701-3515
Email: [email protected]

Schedule-at-a-Glance

Wednesday, Sept. 17

Thursday, Sept. 18

​Friday, Sept. 19

11:30 am - 2:00 pm


3:00 pm

4:00 pm


6:00 pm

Trust School Board
Meeting & Lunch

Exhibitor Set-up

​Trust Executive Committee Meeting

​TEC and Trust School
​Directors Dinner 
​Location: TBD

8:00 am-9:00 am
​8:00 am-9:00 am
9:00 am-9:30 am
9:30 am-10:30 am
10:30 am-10:45 am
​10:45 am-11:45 am
11:45 am-1:30 pm
1:30 pm-2:30 pm
2:30 pm-2:45 pm
2:45 pm-3:45 pm
3:45 pm-4:00 pm
4:00 pm-5:00 pm
​5:00 pm-6:00 pm
​6:00 pm

​Registration Desk Open
Continental Breakfast
​Welcome/Introductions
​General Session #1
Break
​General Session #2
​Awards Luncheon
​General Session #3
Break
​General Session #4
Break
​General Session #5
​​Reception
​Dinner on Your Own

8:00 am-9:00 am
​9:00 am-10:00 am
​10:00 am-10:30 am
​10:30 am-11:30 am
​11:30 am

​Breakfast Buffet
​General Session #6
​Break
General Session #7
​Closing Remarks