2025 Tri-State Trust Conference

April 22-24, 2025 | Fargo, ND

Delta by Marriott | 1635 42nd St SW | Fargo, ND 58103

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EVENT DETAILS

Dates: April 22-24, 2025
Location: Delta Hotel by Marriott | Fargo, ND (In-person and virtual options available.)

FEES

Member (NDBA, SDBA & MBA) - $475 by April 4; $500 after April 4
Non-Member - $650 by April 4; $675 after April 4
Refund Policy: Refund less $50 will be made if requested one week prior to conference. No refunds after that date. Substitutions allowed any time.
Tax Disclaimer: Fees include attendance at all sessions, meal functions, and session materials. The cost for conference meals and breaks included in the fee is $128. This information is provided for your tax records, in keeping with the IRS 50% deductible provision under Section 274(n) of the Internal Revenue Code.

EVENT SCHEDULE

Tuesday, April 22

4:30 p.m. | Registration

5:00 p.m. | Opening Reception in Exhibit Hall

6:30 p.m. | Opening Dinner

7:00 p.m. | No Bad Days - Hunter Pinke, Northwood, ND

Wednesday, April 23

7:45 a.m. | Breakfast Buffet in Exhibit Hall

8:30 a.m. | Welcome and Introductions

8:30 a.m. | Economic Outlook - Lauren Henderson, Stifel Financial, Chicago, IL

9:30 a.m. | Retirement Planning Update - Sharon Carson, JP Morgan Chase, New York,  NY

10:30 a.m. | Morning Break in Exhibit Hall

11:05 a.m. | Hot Fiduciary Compliance Topics for Trustees - Patrick Alyward, TrustWorthy Consultants, Atlanta, GA

12:00 p.m. | Luncheon in Exhibit Hall

1:05 p.m. | Scouting Report on Recent Tax-Related Estate Planning Developments - Steve urphy, McGuireWoods LLP, Richmond, VA

2:30 p.m. | Dessert and Final Break with Exhibitors | Door Prize Drawings

3:10 p.m. | Generative AI in Financial Services: From Theory to Practice - Johnathon Robert, FIS Global, Jacksonville, FL (Invited)

4:15 p.m. | Rapid-Fire Roundtables

5:00 p.m. | Networking Reception followed by Dinner on Your Own

Thursday, April 24

7:45 a.m. | Continental Breakfast

8:15 a.m. | Thriving in Chaos: Addressing 7 Challenges Impacting Wealth Management - Phil Buchanan, Cannon Financial Institute, Atlanta, GA

9:30 a.m. | BSA/AML/OFAC Compliance Essentials for Fiduciaries - Jeff Kropschot, Kropschot Consulting Partners, Springville, UT

10:30 a.m. | Global Market Outlook - T. Rowe Price Expert

11:30 a.m. | Closing and Adjourn

QUESTIONS & ANSWERS

Contact NDBA SVP of Education, Dorothy Lick, at 701.223.5303 Ext 7.