Conference Materials

We're actively uploading session materials and will continue adding them over the coming days. Currently, materials are available for sessions with underlined titles—simply click to access. Be sure to print copies of materials you would like to have on hand at the conference. FBA does not provide on-site hard copies of conference materials. 

Tuesday, September 29, 2026
12:15pm – 1:30pm
Session I: Keynote Address: Economic Outlook
John Tousley - Goldman Sachs 

1:30pm – 2:30pm
Session 2: AI Tools for the Trust Industry
Robert Zondag – Wipfli Advisory, LLC 

2:45pm – 3:45pm
Session 3: Decanting Statutes & Florida Community Property Trust
Travis Hayes - Gunster
Handout - FL Community Property Trust Outline
Handout - Trust Modification and Decanting Outline
​Be sure to print a hardcopy of the above handouts if you would like to have on hand at the conference.
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3:45pm – 4:45pm
Session 4: Legislative Update
Eric Virgil - Virgil & Rubel, LLP
Handout - More Tools Less Court: What 2026 Legislature Gave Fiduciaries
​Be sure to print a hardcopy of the above handout if you would like to have on hand at the conference.

4:45pm – 5:45pm
Session 5: Florida Trust Code Update - Recent Legislative Changes
Representative Brian Hodgers - Florida House of Representatives

6:00pm - 7:00pm
Networking Reception

Wednesday, September 30, 2026
8:15am – 9:45am
Session 6:  Regulator Panel - Insights and Hot Topics
Moderated by: Ann Michelle Palecki
Chris Carter – FDIC
Lou Cenatiempo – OCC
Jason Seiler – FRB
David Proano – OFR

9:45am – 10:30am
Session 7: IRS - Estate & Gift tax audits (Forms 706 and 709)
Elizabeth Mantzidis - IRS 

11:30am-1:00pm
Annual Awards Luncheon 

1:00pm
Closing Remarks

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Sponsor and Exhibitor Provided Materials and Resources 

Al Nicoletti, Esq.
Presentation - ​Probate in Florida

Aaron Westlake - American Heart Association, Professional Advisor Network
Presentation - Free Membership and Benefits

​International Succession Planning Association - ISPA
ISPA Conference Attendee Offer for CSP Credits
CSP® Program Guide
12 Questions to Create Client Opportunities Guide

SS&C | Black Diamond Wealth Solutions
Capabilities: The Cornerstone of a Successful Business
Trust Solutions: A Smarter Approach to Fiduciary Accounting and Reporting​