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FBA CALENDAR
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Welcome FIBA Members!

September 21-22, 2023 - Ritz Carlton, Fort Lauderdale, Florida 

This annual conference is designed with the trust and wealth management professional firmly in mind. Not only is it the annual meeting for the FBA Trust Division, but also the timely curriculum will cover topics pertinent to the issues currently challenging the trust and wealth management industry. Attorneys well versed in the legal aspects, industry consultants providing important data and viable strategies, and senior trust and wealth management officers deep in the daily trenches will come together to present topics that will not only help bankers survive but thrive in this economy.

Who Should Attend? This conference will benefit all trust and wealth management bankers from any sized financial institution.

Continuing Education Credits:
  • CLE: 10.5 General; 3.5 Technology
  • CLE Certification Credits: 10.5 Wills, Trust and Estates; 1.5 Marital and Family Law
  • CTFA: 10.5
  • CCTS: 3.75
  • CFP: up to 10.5
Brochure
speakers
program

Event Contact

Matthew Bennett
Phone: 850-701-3515
Email: [email protected]

Conference Venue

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Ritz-Carlton Fort Lauderdale
1 North Fort Lauderdale Beach Blvd
Fort Lauderdale, FL 33304
Reservation: (800) 241-3333

Please click here to make reservations online, or 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 $299 per night, plus applicable taxes and $30 per room, per night, resort fee. The deadline for reserving your room at this rate is Monday, August 28, 2023, 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 Information

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FIBA Members​ are invited to attend the FBA's Wealth Management Conference at the FBA member rate. In-order to register through our portal and receive the discounted rate, please choose one of the available "Non-Member" registration options and then on the checkout page, enter the coupon code: FIBA2023

Please note: you do not need to log-in to register 
register now
FIBA Members: Registration Instructions Page

Florida Bankers Association

1001 Thomasville Road, Suite 201 | Tallahassee, FL 32303
Phone: (850) 224-2265 | [email protected] 
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  • About Us
    • Our Staff & Values
    • 2024-27 Strategic Plan
    • Governance & Bylaws
  • Advocacy
    • Government Relations
    • Florida BankPac
    • Current Issues
    • Trust & Wealth
  • Membership
    • Join the FBA
    • Peer Groups
    • Endorsed Partnership
    • Associate Membership
    • Member Directory
    • Member Login
  • Education & Events
    • Calendar
    • Events List >
      • Advanced Deposit Account Administration
      • Annual Meeting >
        • Annual Meeting Hotel Information
        • Golf Outing
      • BSA/AML Symposium
      • Capitol Day + Capitol Night
      • CFO Forum
      • Commercial Lending School
      • Consumer Compliance Conference
      • DC Fly-In
      • Doc Stamp Tax
      • FBEF Welcome Reception
      • Florida Supervisors Academy
      • Fraud Academy
      • Frontline Branch Series
      • Trust Wealth Management Conference
      • Women in Leadership Conference
    • Events by Date
    • Educational Foundation (FBEF)
    • FBA Schools >
      • School of Banking
      • Trust & Wealth Management School
    • Online Learning
    • Speak At Our Events
    • FBA Sponsorships >
      • FBA FBEF Welcome Reception
      • FBA Capitol Day and Night
      • FBA Commercial Lending School
      • FBA Consumer Compliance Conference
      • FBA Women in Leadership Conference
      • FBA CFO Forum
      • FBA Leadership Luncheons
      • FBA BSA/AML Symposium
      • FBA Supervisors Academy
      • FBA Trust and Wealth
    • Cancellation Policy
  • Resources
    • FBA In The Media
    • FBA Publications
    • Careers in Banking
    • Internships
    • Advertising
    • Our Products
    • Meet Your Endorsed Partners