Wealth Management and Trust Conference & Exhibition

Attendees will hear updates on trends and issues, learn from seasoned professionals and industry experts, and explore exhibitor resources.


    Time Session
         
    Wednesday, Oct. 7
    		 
    5 - 6 p.m. Registration - Garden Terrace Foyer  
      Exhibit Hall Opens - Garden Terrace East  
      Opening Reception - Garden Terrace East  
         
    Thursday, Oct. 8  
    7:30 a.m.  Registration - Garden Terrace Foyer
    		  
      Continental Breakfast - Garden Terrace East
    		  
         
    8 a.m. Welcome - Garden Terrace West
    		  
         
    8:30 a.m. General Session - Garden Terrace West
    Economic Outlook
    Karen Manna, Federated Hermes
    		  
         
    9:40 a.m. General Session - Garden Terrace West
    New Tax Law Update
    Vicki Trimmer, Attorney at Law, CPA, Daley Zucker, LLC
    		  
         
    10:45 a.m. Visit Exhibit Hall & Refreshment Break - Garden Terrace East  
         
    11:10 a.m. Concurrent Sessions - Select One:
    		  
         
    Session I Elder Law
    TBD, Hazen Law Group    		  
         
    Session II The Hidden Power of Segmentation: Boost Efficiency, Drive Profitability
    John Henry, Asset Mark    		  
         
    12:15 p.m. Luncheon - The Circular
    		  
         
    1:15 p.m. Concurrent Sessions - Select One:
    		  
         
    Session I Special Needs Trust - Starlight East
    Dennis McAndrews, Esquire, McAndrews, Mehalick, Connolly, Hulse and Ryan
    		  
         
    Session II Directed Trustee - Garden Terrace West
    Jay R. Wagner, Esquire, Stevens & Lee
    		  
         
    2:20 p.m. Visit Exhibit Hall & Refreshment Break - Garden Terrace East
    		  
         
    2:40 p.m. General Session - Garden Terrace West
    TBD    		  
         
    3:45 p.m. Closing Remarks - Garden Terrace West  
         
    3:45 - 4:45 p.m. Reception & Entertainment - Fountain Lobby
    		  
         
    Friday, Oct. 9    
    7:30 a.m. Registration - Garden Terrace East  
      Continental Breakfast - Garden Terrace East
    		  
         
    8 a.m. Welcome - Garden Terrace West
    		  
         
    8:15 a.m. General Session - Garden Terrace West
    Legislative & Regulatory Update
    Michael Paese, Goldman Sachs    		  
         
    9:30 a.m. General Session - Garden Terrace West
    Regulatory Panel
    Moderator: Louise Rynd, General Counsel, PA Bankers Association
    Panelists:
    Carter Frantz, Director, PA Department of Banking and Securities
    Travis Wilden, Federal Deposit Insurance Company
    TBD, Federal Reserve Bank of Philadelphia
    TBD Office of the Comptroller of Currency    		  
         
    10:30 a.m. Visit Exhibit Hall & Refreshment Break - Garden Terrace East
    		  
         
    10:45 a.m. Exhibitor Prizes - Garden Terrace West  
         
    11 a.m. General Session - Garden Terrace West
    Artificial Intelligence
    Eric Cook, MBA, WSI Digital
    		  
         
    12:15 p.m. Closing Remarks/Adjournment - Garden Terrace West

    		  

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Date:
Oct. 7-9, 2026
The Hotel Hershey
Hershey, Pa.

Cost: 
Member Banker: $500
Affiliate Member: $675
Non-Member Banker: $750
Exhibitor: $1,000

    

  

Contact:
Jackie Catalano
Vice President, Professional Development
(717) 255-6939
 jcatalano@pabankers.com