NTCHBA 2019 CONFERENCE

The Driskill Hotel, Austin, Texas

Bank of America is proud to Host the 44th Annual NTCHBA Conference!

 This year’s conference will provide an opportunity for individuals within the corporate fiduciary, trust and estate industries to come together for important educational topics essential to closely held asset management and give attendees the opportunity to network with colleagues from across the country.  We hope you will join us in Austin! 

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Conference Location and Dates

September 9-12, 2019


Driskill Hotel

604 Brazos Street

Austin, Texas  78701

https:/driskillhotel.com


educational sessions

Topics

  

The conference will cover many of the topics we deal with in the management of 

closely held business assets.  A partial list of topics includes: 


· Valuation Case Update  

· Governance

· New tax law impacts for Closely Held Businesses

· Transitioning a Business within Families

· Managing Underlying Assets in Entities

· Private Equity Market Environment

· Managing and Reducing HR Risks in Operating Companies

· Managing Transactional Risk from a Legal and Valuation Standpoint

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venue, location and travel

VENUE

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The Driskill Hotel

604 Brazos Street

Austin, Texas 78701


LOCATION

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The Driskill is an iconic hotel in the heart of downtown Austin. This landmark of Texas hospitality is ready to welcome you to be a part of Texas history. If it’s music you love, check out Austin’s more than 250 live music venues! And for something completely unusual, watch the second largest urban bat colony in the world takes flight at sunset from the Congress Street Bridge.

TRAVEL

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Austin-Bergstrom International Airport (AUS) is the closest airport.  


Attendees are responsible for  arranging travel between the Airport and The Driskill Hotel. 

SPECIAL EVENT - WEDNESDAY, SEPTEMBER 11, 2019

Additional Information

  Wednesday evening, September 11, 2019 – our Special Event is going to be Super Special this year – one you will NOT want to miss (ya’ll know everything is bigger in Texas). More information will come as we work out all the details.    

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CONTINUING EDUCATION CREDITS - CPE & CTFA credits

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An additional fee of $100 is required for Continuing Education Credits

CPE CREDITS

 NTCHBA is an approved provider of CPE credits.  An Additional Fee of $100.00 will be charged for CPE credits. 

  • Program Level: Intermediate
  • Required Prerequisites:  None
  • Advanced Preparation:  None
  • Delivery Method:  Group Live
  • Field of Study:  Specialized Knowledge
  • CPE Credit:  15.50 credits 


Program Learning Objectives:

 At the completion of this conference, you should be able to: 

  • Understand the key fiduciary risks associated with the management of closely held assets.
  • Identify current trends impacting the holding/management of closely held business interests
  • Understand how major financial institutions are addressing various aspects of fiduciary asset management of closely-held business interests. 
  • Apply the knowledge learned to your own fiduciary asset management practices in order to provide better client service and minimize claims and losses. 

NTCHBA Is Registered With NASBA

 The National Trust Closely Held Business Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistray.org.  

CTFA CREDITS

 NTCHBA will be applying for the Certified Trust and Financial Advisors (CTFA) continuing education credits. An additional fee of $100.00 will be charged for CTFA credits. 

REFUND POLICY

  

All requests for refunds must be submitted in writing. Please e-mail refund requests to gloria@ntchba.org. Registration fees will be refunded if written notice is received no later than Monday, July 29, 2019, less any fees incurred by the NTCHBA due to the said cancellation. There will be no refunds after this date. Extenuating circumstances may be considered on an individual basis at the discretion of the Board. Substitutions are permitted without added cost or penalty at any time prior to the start of the conference.

QUESTIONS?

If you have any questions about the conference, registration or administrative policies

please contact Gloria at gloria@ntchba.org, or (520) 727-7129.