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Midwest Trust and Wealth Management Conference

  
Wednesday, October 14, 2026 - Friday, October 16, 2026   iCalendar UTC

Join the Midwest's Leading Trust & Wealth Professionals
The Midwest Trust & Wealth Management Conference brings together trust officers, wealth advisors, estate planning professionals, investment managers, and financial leaders from across the Midwest for three days of education, networking, and innovative ideas that are shaping the future of fiduciary services. Connect with professionals from across the Midwest while building valuable relationships. View/Share Flyer

Agenda Overview

Wednesday, October 14
1:00 p.m.Tee Times
4:00 p.m.Exhibitor Set-up
6:00 p.m.Welcome Mixer
Thursday, October 15
8:00 a.m.Continental Breakfast and Welcome
8:30 a.m.Case Law Update
Rob Tiplady, Dykema
9:15 a.m.Directed Trusts and Divided Fiduciary Roles
Juliette Peterson and Erin Poston, Warner, Norcross + Judd
10:00 a.m.Refreshments
10:30 a.m.Best Practices for Managing Special Assets
Britnee Heath VP, Specialty Assets Manager, SS&C
11:15 a.m.Decanting and Trust Modification: Opportunities and Hidden Concerns
Juliette Peterson and Erin Poston, Warner, Norcross + Judd
12:00 p.m.Lunch
1:00 p.m.Economic Outlook: Current Conditions and What's Ahead
John Shermann, Federated Investors
2:00 p.m.Common Trust Related Exam Findings
Bruce Ohland and Zach Ball, Department of Insurance and Financial Services (DIFS)
2:45 p.m.From Overwhelmed to Optimized with AI
Rob Beachy, Sturgis Bank & Trust
3:15 p.m.Stablecoin and Tokenization
Olivia Haller, Cornerstone Advisors
4:00 p.m.Mixer with Exhibitors
Friday, October 16
7:30 a.m.Continental Breakfast
8:00 a.m.How to Sell Highly Appreciated Assets Without Capital Gains Tax
Jeff Cobb, Cannon Financial
8:45 a.m.Elder Fraud Scams
Julia Macbeth, FBI Detroit Office
9:30 a.m.The Changing Bank/Trust Environment and RIA Convergence
John Henry, AssetMark
10:15 a.m.Protecting Assets from Long Term Care Costs
Erin L. Majka, Chalgian & Tripp
11:00 a.m.Adjourn


Co-hosted by:
Michigan Bankers Association
Illinois Bankers Association
Ohio Bankers League
Indiana Bankers Association

Why Attend?
✔ Learn from nationally recognized industry experts
✔ Stay ahead of regulatory, fiduciary, and tax developments
✔ Explore AI, investment strategies, and emerging trust trends
✔ Earn continuing education credits
✔ Meet industry partners in the Sponsor and Exhibitor Showcase

Ann Arbor Marriott Ypsilanti at Eagle Crest
Eagle Crest Marriott
1275 S Huron St, Ypsilanti, MI 48197
(734) 487-2000
Reserve online $189/night discounted room rate.

Nestled along the shores of Ford Lake, Eagle Crest offers beautiful lakeside accommodations, championship golf, and convenient access to Ann Arbor, creating the perfect setting for learning and networking.

Conference Pricing
$595 OBL, MBA, IBA
$495 Two or More (per attendee)
$395 One Day Only
$100 Golf

Register Here or connect with IBA's Denise Perez at dperez@illinois.bank.