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
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.