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Event Details

2024 Graduate Texas Trust School

Thank you for your interest in TBA's 2023 Graduate Trust School! Our Graduate Trust School is a comprehensive, intermediate course designed to provide former Trust School students and other trust professionals a logical next step in their professional development. It offers quality education and valuable continuing education on fiduciary issues, planning, reducing liability and maximizing performance. The curriculum reflects a broad spectrum of topics consistent with CTFA methodology. Students who successfully complete Trust School, Graduate Trust School and related assignments, as well as professionals who otherwise meet certain requirements, can arrange to sit for the CTFA exam (additional fees apply). This year the program has been approved by the ABA for Pre-certification. More information will be available shortly! 

  • Trust officers
  • Private bankers
  • Trust managers
  • Trust counsel/attorneys
  • Trust tax specialists
  • Paralegals
  • Trust administrators
  • Trust accountants
  • Financial planners

View Brochure

View Schedule

Accommodations

*Note: Reservations should be made directly with the hotel. Hotel costs are not included in the registration fee.*

The Lumen Hotel
6101 Hillcrest Avenue, Dallas, TX 75205
Call: 844-888-4723 and identify yourself as a member of the "Texas Bankers Association” event.
Book online: https://tinyurl.com/24TrustSchools

Note: For IRS reporting purposes, the food cost portion of your registration is approximately $200.

Continuing Education

CE Credits will be provided after the event. (CTFA, CPE, and MCLE).

Registering Someone Else

Click "Register Someone Else" and select their name from the drop-down list. To add a new contact, please complete the entire form.

Consent to use photographic images
Registration and attendance at, or participation in, this meeting constitutes an agreement by the registrant to TBA’s use and distribution (both now and in the future) of the registrant’s or attendee’s image or voice in photographs, video, electronic reproductions and audio of such event.

Email Opt-out
Because networking is a key benefit of participating in TBA events, email addresses are included on the registration lists provided to attendees. If you would like to exclude your email address from the registration list, please contact us.

 

When
7/22/2024 8:30 AM - 7/26/2024 1:15 PM
Central Daylight Time
Where
SMU Dallas
Registration
Sign in or create an account to register
Registration ends 7/19/2024 1:00 PM CDT

TBA Login Instructions

New Users

If you have a record with the Texas Bankers Association, click "Forgot Username" to retrieve your credentials. Enter the email address TBA has on file for you and an email will be sent with next steps. 

If you need help creating an account please request a login. A TBA staff member will set up your record and issue user credentials within one business day.

Existing Users

Don’t remember your password? Click “Forgot Password” and enter your username. (Hint: Your username is your work email address.)

For additional login assistance, please contact TBA at [email protected] or call 512-472-8388

 



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Expr1iMIS ID
74340
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