North Dakota Bankers
Extraordinary Leadership for North Dakota Banks

2024 Tri-State Trust Conference

2024 NDBA Tri-State Trust Conference

April 23-25, 2024 | Delta Hotel by Marriott - Fargo ND
 
[click here] for ONLINE Registration

[click here] for PDF Registration to save and send

[click here] for Hotel Reservation

Event Agenda

Tuesday, April 23

  • 4:30 pm    Registration
  • 5:00 pm    Opening Reception in Exhibit Hall
  • 6:30 pm    Opening Dinner
  • 7:00 pm    Championship Teams Have No Benchwarmers | Aaron Davis, Lincoln NE

Wednesday, April 24

  • 7:15 am     Breakfast Buffet in Exhibit Hall
  • 8:00 am     Introductions
  • 8:05 am     Rapid-Fire Roundtables
  • 8:45 am     Federal Tax Update | Samuel A. Donaldson, Georgia State University
  • 10:15 am    Morning Break in Exhibit Hall
  • 10:45 am    Importance of Creating and Maintaining a Sales Culture
                      Sandra Ottinger, Cannon Financial Institute, Atlanta GA
  • 12:00 pm    Luncheon in Exhibit Hall
  • 1:05 pm      Fiduciary Conflicts of Interest | Jeff Kropschot, Kropschot Consulting Partners, Springville UT
  • 2:00 pm      Dessert and Final Break with Exhibitors | Door Prize Drawings
  • 2:40 pm      Corporate Transparency Act (CTA): Overview for Trustees and the Latest Update
                      Patrick Alyward, TrustWorthy Consultants
  • 3:40 pm    Resolving Conflicts with Clients, Colleagues, and Others | Michael Gregory, Michael Gregory Consulting
  • 4:45 pm    Networking Reception followed by Dinner on Your Own

Thursday, April 25

  • 7:30 am    Continental Breakfast 
  • 8:00 am    The View from the Top of the Roller Coaster | John McQueen, UMB, Kansas City MO  
  • 9:10 am    Becoming a Family Business Whisperer | Dave Specht, Global Family Business Institute, Claremont, CA 
  • 10:15 am    Panel Discussion | Moderated by Dave Specht
                      Advisors: Chantel Stennerson, Eide Bailly LLP, and F. John Williams III, Fredrikson
  • 11:00 am    Global Market Outlook | Chris Dillon, T. Rowe Price 
  • 11:55 am    Closing and Adjourn

Exhibitors & Sponsors

[click here] for ONLINE Sponsor/Exhibitor Registration

[click here] for PDF Sponsor/Exhibitor Registration to save and send

Confirmed Sponsors

     
     
 
 

Confirmed Exhibitors

As of March 1, 2024
 
American Cancer Society
BigIron
Broadridge
CAPIS
Cheetah, an Accutech Company
Epic Retirement Services
Farmers National Company
FCI Advisors
Federated Hermes
Fi-Tek
Fifth Third Institutional Services
Franklin Templeton
Infovisa, Inc
J.P. Morgan Asset Mgmt
John Hancock Investment Management

 
Kropschot Consulting Partners
MainStreet Advisors
National Care Advisors
ND Community Foundation
Peoples Company
Pifer's Auction & Realty
Principal Asset Management
Proxytrust
R&T Deposit Solutions
Simplify ETFs
Steffes Group
TEAM Risk Management Strategies
T. Rowe Price
UMB Bank
Vanguard
 

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