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ABA Wealth Management & Trust Conference
March 3 - 5, 2013 • Hyatt Regency • New Orleans, LA  

Conference Overview | Sponsors/Exhibitors | ABA Show Schedule 
 

Show Manager

Krista M. Donlon, Senior Director, Business Development
Phone: 202-663-5127; Fax: 202-828-5056; Email: kdonlon@aba.com

Overview

For more than 90 years, this national event has been addressing the latest issues facing the trust industry, giving attendees access to those in the know and providing strategic and practical insight for success. This year is no exception. Sessions will include but are not limited to:

  • Fiduciary Responsibility
  • Investments
  • Leadership and Management
  • Regulations
  • Sales and Marketing
  • Technology
  • Managing Change 
  • Client Services 
  • Compensation

Targeted Audience

  • Senior and Executive level Trust Professionals
  • Portfolio Managers, Financial Advisors
  • Compliance Professionals & Sales People
  • Trust Department Managers
  • Attorneys, CPAs, CTFAs
  • Bank Presidents, Executive Vice Presidents
  • Insurance Professionals
  • Investment Managers
  • Private Banking Managers
  • Leading Community Bankers
  • Business Development, Relationship Managers
  • Senior Investment Officers
  • Senior Executive Trust Officers
  • Wealth & Asset Management Services Executives
  • Fiduciary Services Executives

Primary areas of functional responsibilities are: Trust Administration; Investments, Asset Management; Sales & Marketing; Trust Operations; Brokerage Management; Compliance; and Risk Management.

Audience Management Level Audience Asset Size

 34% - Executive Management
 40% - Senior Management
 14% - Middle Management
 12% - Other (inc. Examiners, Chairmen
             and Investment Coordinators)

 34% - Greater than $5 billion
 25% - $1 billion - $5 billion
 19% - $250 million - $1 billion
   6% - Less than $250 million

Fast Facts

Exhibit Booth Fees
ABA Service Members $3,295
Non-Members $4,395

There are a total of 65 booths available for sale in which you will see about 60+ exhibiting companies. We anticipate about 300+ prime bankers, 500+ total attendees!

Who Should Exhibit

Help this prime audience achieve their goals. Expand your own customer base of profitable contacts. There's tremendous business potential for companies that provide products and services in:
 

  • Personal Trust Administration
  • Trust Council and Fiduciary Compliance
  • Sales and Marketing, especially to the affluent
  • Wealth & Asset Management/Financial Planning
  • Investment Management
  • Estate Planning
  • New Business Development
  • Offshore, onshore, and third-party trusts
  • Technology, including digitized information and market globalization
  • Private Banking and Wealth Management
  • Trust & Investment Management for Community Banks
  • Database Marketing/Demographics
  • Selling or Promoting Images on the Internet
  • Mutual Funds, Discount Brokerage, derivatives and other alternative products
  • Sales Management, Training, and Tracking Programs; Employee Benefit Plans

Sponsorship Opportunities

Don't miss out on this excellent opportunity to gain additional exposure in front of your current trust clientele and new prospects. By sponsoring an event or item you gain the visible recognition of a leading organization, build brand equity and create a remembrance of your involvement at this conference. For additional benefits or to tailor the perfect sponsorship for you, please call today!

Comments from Exhibitors
"Well done, an excellent event from the exhibitors' standpoint… sign us up for next year!"

"Excellent level of contacts, senior level far superior to other shows."

"We would like to commend the professionalism of the ABA staff in conducting and organizing the conference and look forward to working with you all next year!"


Exhibit/Sponsorship Questions? Please contact Krista Donlon for more information.