National Trust Closely Held Business Association
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National Trust Closely Held Business Association
  • Home
  • About
  • 2022 NTCHBA Conf Info
  • Conference Registration
  • 2022 Conference Sponsors
  • Job Listings
  • Contact Us

NTCHBA 2022 CONFERENCE

Wells Fargo, N.A. is proud to host the 45th Annual National Trust Closely Held Business Association (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 will give attendees the opportunity to network with colleagues from across the country. 


We hope you will join us in Asheville! 

Conference Location and Dates

September 26-29, 2022


DoubleTree Hotel Asheville Downtown

Asheville, NC


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: 

  • New Developments in S Corp 
  • State and Local Tax considerations Valuation  
  • P&I Accounting for Closely-Held Business Investments
  • Energy Markets
  • Private Company M&A Update 
  • Fiduciary Liability Update
  • Corporate Governance
  • The U.S. Economic Outlook 
  • S Corp Presentation
  • Industry Best Practices
  • Work/Life Balance (Presented by Dr. Holly)
  • Disclosures
  • Valuation Roundtable

And everyone’s favorite … 

  • The OCC


venue, location and travel

VENUE

LOCATION

LOCATION

 

The DoubleTree Hotel by Hilton Asheville Downtown

199 Haywood Street

Asheville, NC  28801


DoubleTree Hotel Asheville


LOCATION

LOCATION

LOCATION

The DoubleTree Hotel is located in downtown Asheville, walking distance to more than 200 locally-owned restaurants, shops, and entertainment venues, and less than 10 minutes from the Historic Biltmore Estate. There are multiple tap rooms to discover in Asheville's vibrant craft brewery scene, or you can kick back in their rooftop bar after a day’s hiking in the Blue Ridge Mountains (after the conference, of course!).

TRAVEL

LOCATION

TRAVEL

  

Asheville Regional Airport (AVL) – 20 minutes from downtown Asheville 


Greenville-Spartanburg – 1 hour from Asheville (approximately) 


Charlotte – 2 hours from Asheville (approximately) 


Attendees are responsible for arranging travel to/from Asheville and between the  Airport and The DoubleTree Hotel.  

SPECIAL EVENT -Tuesday, SEPTEMBER 27, 2022

Biltmore House & Gardens

Our Special Event will be a private self-guided tour of Biltmore House & Gardens, with dinner at the venue.  Experience America’s Largest Home®, as magnificent today as it was more than a century ago. Your self-guided house visit spans three floors and the basement of the luxurious family home of George and Edith Vanderbilt. Explore the stories of the Vanderbilt family, their guests, and employees through displays of vintage clothing, accessories, art, furniture, and more.    Want more information? Visit Biltmore.com 

CONTINUING EDUCATION CREDITS - CPE & CTFA credits

An additional fee of $200 is required for Continuing Education Credits

CTFA CREDITS

 CTFA  NTCHBA will be applying for the Certified Trust and Financial Advisors (CTFA) continuing education credits.  An additional fee of $200.00 will be charged for CTFA credits.     

CPE CREDITS

National Trust Closely Held Business Association (NTCHBA) 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 website: www.NASBARegistry.org. 


An Additional Fee of $200.00 will be charged for CPE credits.    


       Program Level:  Basic Required 

       Prerequisites:  None 

       Advanced Preparation:  None 

       Delivery Method:  Group Live 

       Field of Study:  Specialized Knowledge

       CPE Credit:  15.00 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.   

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, August 29, 2022, 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. 

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