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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 Itasca, Illinois!
The NTCHBA 2023 Conference
will be held on September 18-21, 2023
Eaglewood Resort & Spa
Cost of the Conference will be $1,775.00 with an additional fee of $200 for those wanting CPE, CTFA or CFP Continuing Education Credits
Registration Fee includes three nights' hotel and all food/beverage and group events during the conference.
Registration Information will be available in late May. success.
The 2022 Conference was held at the DoubleTree Hotel Asheville Downtown, Asheville, NC on September 26-29, 2022, and it was a HUGE success.
Thank you to everyone that attended!
We look forward to seeing you in September at the 46th Annual NTCHBA Conference!
The DoubleTree Hotel by Hilton Asheville Downtown
199 Haywood Street
Asheville, NC 28801
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!).
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.
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
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.
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
Advanced Preparation: None
Delivery Method: Group Live
Field of Study: Specialized Knowledge
CPE Credit: 15.00 credits
At the completion of this conference, you should be able to:
All requests for refunds must be submitted in writing. Please e-mail refund requests to email@example.com. 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
If you have any questions about the conference, registration or administrative policies
please contact Gloria at firstname.lastname@example.org, or (520) 727-7129.