Sales Organizational Leadership Development (SOLD) Workshop
April 1-2, 2020
Relationship Sales Workshop May 2020
May 6-8, 2020
Private Banking Executive Roundtable
June 3 & 4, 2020
Wealth Executive Forum 2020
September 27, 2020
Relationship Sales Workshop November 2020
November 4-6, 2020

Wealth Executive Forum 2020 $395*

Doubletree Lisle/Naperville, IL / Hotel Reservations
3003 Corporate West Drive
Lisle, IL 60532
Online Registration

September 27-29, 2020

 “Leaders are known by the company they keep.” *

Could you use a “brainstorming” session with experts and peers? Do you ever wish you had someone who could be a source of new ideas? Are you ever at a loss about the best way to resolve an issue? We all need inspiration, help or support somewhere along the line. This annual gathering of Trust and Investment Managers is unlike any other conference you might attend.

Here’s why this is the most valuable conference you’ll attend this year:

  • You’re meeting in an informal but structured setting with other managers from across the country who have encountered the same challenges you have, sharing ideas and asking questions of one another.
  • Discuss subjects of importance to you while listening to qualified speakers – ask specific questions and get specific answers from people who have shared the same experience. Find out what your peers are doing – and why.
  • Share revenue, staff, profit and growth numbers with top-performing managers from across the country.
  • Participate in the Idea Exchange where everyone gets 15 to 30 “new” ideas. “Leaders work with leaders.” *The Idea Exchange is an opportunity to interact with you peers, ask and learn.

Past Wealth Executive participants have brought exciting ideas for everyone in attendance . . . ideas you can use when you get back home! Group lunches and dinners sponsored by participating vendors increase the networking opportunities and the fun!

This may be one of the best investments you make all year – and the investment is only $395. Register now – mark your calendar – and look forward to an inspiring and stimulating experience. Mail or fax your registration as soon as possible, or register online above.


See you September 27th!
*Leadership quotes on this page are courtesy of Tom Peters ( in Fast Company Magazine’s March, 2001 issue.