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.

This program has been approved for 14.75 CTFA, 2.5 CRCM, 1.5 CERP and 1.25 CFMP credits. 

    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
    Manna’s Musings: At Any Rate……A Macroeconomics Overview & Market Outlook
    Karen Manna, Federated Hermes
    		  
         
    9:40 a.m. General Session - Garden Terrace West
    New Tax Law Update
    Vicky 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
    Grace Kent, Esquire, 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 Willden, Federal Deposit Insurance Company
    Wendy Coryell, Federal Reserve Bank of Philadelphia
    Minty Armelin, 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