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ABOUT


 

The Third Annual Fall Forum

The South Dakota Trust Association is proud to announce the third annual Fall Forum event to be held on October 17 –  18, 2019 at Sioux Falls Convention Center.  We hope you will join us and ask that you save the dates.  The Fall Forum will include a variety of speakers on both the local and national level addressing a wide range of topics relating to South Dakota and the broader trust industry.  

SPEAKERS  |  REGISTER |  CONFERENCE MATERIALS 

SPEAKERS


Kristi Noem
Governor of South Dakota,
Keynote Speaker

Derek Boles,
Fortis Investment Advisors

Steven Goodman,
Innovating Training Solutions

Elizabeth McMorrow,
Elizabeth A. McMorrow Law LLC

Matthew McClintock,
Evergreen Legacy Planning LLP

Domingo Such,
Perkins Cole, LLP

Phoebe Papageorgeau,
American Bankers Association

Bill Ehlings,
Wealth Management & Trust

Ed Granski,
Edmund Granski

Patrick Goetzinger,
Gunderson, Palmer, Nelson, Ashmore LLP

Matt Tobin,
South Dakota Trust Company LLC

George Karibjanian,
Franklin Karibjanian and Law, PLLC

SCHEDULE


DAY 1 :
THURSDAY, OCTOBER 17TH

7:00 AM | Registration opens

7:00 AM | Continental Breakfast

8:00 AM – 8:45 AM | Opening / Welcome by the Trust Association

8:45 AM – 9:30 AM  | Legislative update from Washington DC

 9:30 AM – 9: 45 AM | Break 

9:45 AM – 10: 15 AM | IRA Current Overview & SECURE Act updates

10: 15 AM – 11:15 AM | Cryptocurrency panel

11: 15 AM – 12:00 PM | What is a Family?

12: 15 PM – 1:30 PM | Lunch

1: 30 PM – 2:30 PM | Ethics

2: 30 PM – 3:15 PM | Market Update

2: 30 PM – 3:15 PM | Afternoon Break

3: 30 PM – 4:15 PM | Family Office

4: 30 PM – 5:15 PM | Jurisdiction Showdown

5: 30 PM – 7:30 PM | Cocktail Party / Networking

DAY 2:
FRIDAY, OCTOBER 18TH

7:00 AM – 8:00 AM | Continental Breakfast

8:00 AM – 9:15 AM | Factor Investing

9:15 AM – 10:15 AM | Guidance on Foreign Trusts

10:15 AM – 10:30 AM | Morning Break

10:30 AM – 11:15 AM | Governors Trust Task Force Update

11:15 AM – 12:15 AM | Annual Meeting

12:15 PM | Closing Remarks

ACCOMMODATIONS


Sheraton Sioux Falls & Convention Center

1211 North West Avenue
Sioux Falls, SD 57104

Reserve a room at the Sheraton Sioux Falls

REGISTER

 


Sign up and attend the SD Fall Forum today. Once you complete your profile, you will be directed to our secure payment gateway.
*For student registration, please contact Rachelle Daniels at rdaniels@sdtrustassociation.org

REGISTRATION FEES     


Registration Type                      Primary Rate


SDTA Members                                             $449.00


Non-Members                                                 $549.00


For student registration, please contact Rachelle Daniels at rdaniels@sdtrustassociation.org


QUESTIONS?


For questions about the 2019 Fall Forum, please contact the SDTA using the form below.