North Dakota Bankers
Extraordinary Leadership for North Dakota Banks

2022 Tri-State Trust Conference

April 26-28, 2022

Agenda

Speakers

 
Fiduciary Assets go Digital – 
It’s just a Matter of Time! 


Patrick Alyward
RIC | Omaha NE

SPEAKER HANDOUT
Prospecting the Next Wave of Wealth

Jean Dunn
T. Rowe Price | Baltimore MD

SPEAKER HANDOUT

New Themes and Old Favorites from J.P. Morgan’s Guide to Retirement 

Sharon Carson
J.P. Morgan
New York NY

SPEAKER HANDOUT
Understanding Money Scripts™: Using Financial Psychology to Deliver a More Integrated Financial Planning Experience

Lindsey Larrabee
Templar Advisors | Denver CO

SPEAKER HANDOUT

The Art of the Front Man 

Michael Cartwright
Musician, vocalist and bandleader
Bismarck ND
The Great Balancing Act

K.C. Matthews
UMB Bank | Kansas City MO

SPEAKER HANDOUT

Retirement Challenges for 
the Gig Economy


Steve Christenson
Ascensus | Brainerd MN

SPEAKER HANDOUT
The Core of Cryptocurrency 

Kyle Pickner
Plains Commerce Bank
Sioux Falls SD
 

Lead with Passion 

PRESENTATON RECORDING

Art delaCruz
Team Rubicon
Los Angeles CA

SPEAKER HANDOUT
The Trust is a Beneficiary of a Retirement Account – Now What?

Melissa White
Eide Bailly LLP
Aberdeen SD

SPEAKER HANDOUT

A Federal Tax Update You
Can Trust


Sam Donaldson
Georgia State University | Atlanta GA

SPEAKER HANDOUT
   


Exhibitors & Sponsors

Accutech Systems Corporation Franklin Templeton Pifer’s Auction & Realty
Artisan Partners GreenHill Investment Reporting Principal Global Investors
Ascensus Infovisa Proxytrust
BNY Mellon Invesco R&T Deposit Solutions
Broadridge J.P. Morgan RIC
Eide Bailly LLP John Hancock Investments SS&C Innovest
Farmers National Company Lazard Asset Management T. Rowe Price
FCI Advisors MainStreet Advisors UMB Bank
Federated Hermes North Dakota Community Foundation Vanguard
Fifth Third Institutional Trust and Custody Northern Trust VOYA
First Trust Portfolios Peoples Company Zimney Foster
Fi-Tek    
     
     
     
     
     
     
     
     
     
     

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