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
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