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B2B Event

Wealth & Trust 360 2026

Trade-orientedMid-size
📅 22 July 2026 🏢 American Bankers Association

ABA's Wealth & Trust 360 is a premier event for trust and wealth management professionals, focusing on fiduciary duties, tax regulations, market trends, and AI in banking. Includes high-level networking, educational sessions, and a solutions hub.

Exhibitor mix: The Hub (Solution Providers)

Planning for next year?

Dozens of solution providers here. You probably care about 20–30. Tell us your ICP, we'll find them.

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Delivery within 24 hours · $1,250

⚠️ The exhibitor list for this event isn't publicly accessible yet. We'll work on it once you submit a request.

Organizer

American Bankers Association

Nonprofit · Washington, United States · Founded 1875

The professional association representing the U.S. banking industry, providing education, advocacy, and research.

Runs 8 events →

Why people attend

To gain strategic insights on wealth management, earn CE credits (CTFA), and evaluate new fintech and trust solutions in the Hub.

Exhibitor categories

Fintech SolutionsFiduciary ServicesInvestment Management PlatformsTrust TechnologyCompliance & Regulatory Solutions

Sample matches

Filtered to a Series-B SaaS ICP. Your filter will be different.

Sample Match A

example.com

91 — High
Enterprise SaaS200–500 employeesAmsterdam, NL

"Strong ICP match: Series B, EU expansion, VP Engineering and CTO attending."

Sample Match B

example.io

79 — Medium
Cloud platform50–200 employeesLondon, UK

"Mid-stage SaaS with active GTM motion; product-led growth signals align with ICP."

████████ ██████

████████.io

██ — Medium
████████████ 200–500 employees ████, ██

"████████████████████████████████████████."

Submit your ICP
to unlock all matches

Request intelligence →

████████ ██████

████████.io

██ — Medium
████████████ 200–500 employees ████, ██

"████████████████████████████████████████."

Submit your ICP
to unlock all matches

Request intelligence →

Speakers

104 speakers at Wealth & Trust 360

K

Kyle Carpenter

Author and Medal of Honor Recipient

Bio

In 2010, Marine Lance Cpl. Kyle Carpenter threw himself on a grenade to save a fellow Marine during a Taliban attack in Afghanistan. He lost his right eye, most of his lower jaw and teeth, and his right arm was shattered. In 2014, he was awarded the Medal of Honor, making him the youngest living recipient of our country’s highest military honor. He has since published an autobiography, You Are Worth It: Building A Life Worth Fighting For, and launched his own podcast, The Kyle Carpenter Podcast, both about overcoming adversity and forging a life of joyful purpose.

overcoming adversitymotivationleadership

Also speaking at ABA HR Connection Forum

G

Gene Copenhaver

President · National Cattlemen’s Beef Association

Bio

Gene Copenhaver is a fifth-generation cattleman whose family dates to the 1850s in Washington County, Virginia. Copenhaver currently manages his family’s stocker operation in southwest Virginia with his son, Will. Copenhaver was an agriculture loan officer for 38 years and served his clients who were primarily cattle producers in five East Coast states. Copenhaver previously served as NCBA President elect, Vice President, chair and vice chair of the policy division, chair and vice chair of NCBA’s tax and credit committee, and chair and vice chair of NCBA’s international trade committee. He is a past president of the Virginia Cattlemen’s Association and past chairman of the Virginia Cattle Foundation.

cattle industryagriculture lendingbeef production
D

David M. Kohl

Professor Emeritus · Virginia Tech

Bio

Dr. Dave Kohl is an academic Hall of Famer in the College of Agriculture at Virginia Tech, Blacksburg, VA. Dr. Kohl has keen insight into the agriculture industry gained through extensive travel, research and involvement in ag businesses. He has traveled over 10 million miles; conducted more than 7,000 presentations; and published more than 2,500 articles in his career. Dr. Kohl’s wisdom and engagement with all levels of the industry provide a unique perspective into future trends.

agriculture industryfuture trendsagribusiness

Also speaking at ABA HR Connection Forum

S

Steve Lerch

Consultant and Former Google Executive · Story Arc Consulting

Bio

Steve Lerch is an award-winning international public speaker, consultant, and former Google Executive, and has become a highly respected voice in the world of digital strategy, marketing, consumer behavior, and innovation. Steve leverages his nine years at Google serving as a digital strategy consultant to dozens of the world’s most well-known brands to bring independent consulting services to companies of all sizes and across all industries. He offers an outside perspective on a company’s vision and strategy, challenges organizations to evolve past strategies, and helps brands embrace a digital-first world. His many areas of focus include marketing, digital/web/social strategy, customer insights, attribution, strategic planning, and team dynamics.

digital strategyconsumer behaviormarketing innovation

Also speaking at ABA HR Connection Forum, FCCS Risk 360 Conference

T

Trey Malone

Boehlje Endowed Chair for Managerial Economics in Agribusiness · Purdue University

Bio

Trey Malone’s research examines how agribusiness managers, farmers, and policymakers make decisions under uncertainty, with more than 80 peer-reviewed publications and more than 20 academic awards. Malone is the founding editor of the Purdue Agribusiness Review and co-host of the Agribusiness Blueprint podcast, both designed to translate rigorous research into practical insights for food and agricultural business leaders. He is a frequent keynote speaker for agricultural lenders, cooperative leaders, and agribusiness executives, and his work has been featured in TIME, The New York Times, USA Today and NPR Marketplace.

agribusiness economicsdecision makingagricultural policy

Also speaking at ABA HR Connection Forum

M

Mike Eruzione

1980 Miracle on Ice Team Captain · U.S. Olympic Hockey Team

Bio

Mike Eruzione captained the 1980 U.S. Olympic Hockey Team — scoring the winning goal that secured Olympic gold, and the team’s induction into the U.S. Olympic Hall of Fame. Mike played on two U.S. national teams, and with the International Hockey League’s Toledo Goaldiggers. He received the IHL’s McKenzie Award, presented annually to the most outstanding American-born hockey player in the League. After Olympic victory, Mike was a commentator for the Madison Square Garden communications network.

leadershipteamworkmotivation

Also speaking at ABA HR Connection Forum

M

Megan Keller

Captain · Boston Fleet

Bio

Megan Keller has competed in nine World Championships, winning six gold medals and three silver medals. Megan represented the U.S. at the 2018, 2022 and 2026 Winter Olympic Games. In 2026, she scored the overtime game-winning goal against Canada to secure her second Olympic gold medal for Team USA. Professionally, Megan is captain of the Professional Women's Hockey League’s Boston Fleet and was a founding member of the Professional Women’s Hockey Players Association.

leadershipteamworksports performance

Also speaking at ABA HR Connection Forum

M

Mika Moser

Founder and CEO · At C Level Consulting Group

Bio

Mika Moser is an experienced C-Suite executive with over 25 years of professional success in strategic planning, leadership development, brand marketing and board governance in the banking, technology and nonprofit industries. She is the founder and CEO of At C Level, a talent consulting group that helps companies build diverse, high-performing leadership teams by providing executive search, professional development and consulting services.

strategic planningleadership developmentboard governance

Also speaking at ABA HR Connection Forum

V

Velera Wilson

Global Speaker, Author and Leadership Development Consultant · Positive Identity

Bio

Velera Wilson has over 20 years of experience helping leaders and teams increase confidence, performance and strategically navigate change — work she does through her company, Positive Identity. She has led high-performing global teams and driven multi-million-dollar revenue for industry giants like AT&T and Fiserv. Through her award-winning book, "You're Absolutely Worth It", TEDx talk, research, articles and interviews, Velera delivers transformative messages that help people break through limiting beliefs, embrace change and achieve incredible results.

leadership developmentchange managementpersonal growth

Also speaking at ABA HR Connection Forum

T

Teshale Smith

Senior Counsel, Regulatory Compliance and Policy · American Bankers Association

regulatory compliancebanking policy

Also speaking at ABA HR Connection Forum

G

Ginny O'Neill

American Bankers Association

regulatory agendafinancial regulation

Also speaking at ABA HR Connection Forum

J

Jesse Israel

founder · The Big Quiet

Bio

Jesse Israel is a five-time Audible worldwide bestseller and founder of The Big Quiet movement, leading some of the largest meditations on earth. Jesse is a leadership coach to everyone from top CEOs and senior White House advisors to Academy and Grammy Award winners, after formerly working as a record label and tech fund founder. Jesse is one of the world’s leading voices in mindful leadership, with work featured in over 200+ media publications.

mindful leadershipmeditationcoaching

Also speaking at ABA HR Connection Forum

A

Ann Handley

Chief Content Officer · MarketingProfs

Bio

Presenting Opening and Closing Commentary Ann will kick us off and close us out at MarketingProfs B2B Forum in that special Ann Handley way. Get ready to feel the spark of creativity. To hear the call to join arms as a B2B marketing community. And to believe in your ability to make marketing magic!

B2B marketingcontent strategymarketing creativity

Also speaking at NAMA Nexus, ABA HR Connection Forum, Marketing AI Conference (MAICON) 2026

D

Duncan Wardle

Head of Innovation & Creativity · Disney

Bio

As Head of Innovation & Creativity at Disney, Duncan helped teams at Disney Parks, Lucasfilm, Marvel, Pixar, Imagineering and Animation to innovate, creating magical new storylines and amazing experiences for consumers around the globe. He now brings his Disney experience to audiences around the world, delivering a series of keynotes, masterclasses and ideation forums, that help people capture unlikely connections, leading to both disruptive thinking and revolutionary ideas. He is a multiple TEDx speaker and frequent contributor to Fast Company, Harvard Business Review, and Forbes, and he teaches Innovation and Creativity Masterclasses at Yale and Harvard Universities. Duncan holds the American Citizen Award presented at the White House, an Honorary Doctorate from Edinburgh University, and the Duke of Edinburgh Award, presented by Her Majesty, Queen Elizabeth.

innovationdesign thinkingAI in workplace

Also speaking at IFMA World Workplace Conference & Expo, Business Brilliance 2026, Trademark Administrators and Practitioners (TMAP) Meeting

J

Juan Bendana

Entrepreneur and best-selling author

Bio

Juan Bendana is a trusted advisor to the world’s top performers — from Olympic athletes and Grammy-winning artists to top CEOs. Juan’s work has been featured in Harvard Business Review, Rolling Stone and more. He combines high energy, humor and science-backed tools to help individuals achieve new levels of performance both personally and professionally.

performance optimizationleadershippersonal development

Also speaking at ABA HR Connection Forum

K

Karen E. Partee

EVP, CMO · Texas Bank and Trust

Bio

Karen Partee has excelled in developing new programs at Texas Bank and Trust — notably, the Cool Kids Savings Club, an award-winning financial literacy program, the T3 Tech Support Team which built awareness for the bank’s digital services and TBT Studios, the bank’s in-house production studio. Karen serves on the boards of both the ABA’s Bank Marketing School and CFMP and previously co-chaired the ABA Marketing Advisory Board. Karen was recognized with the inaugural Rising Star Award by the Independent Bankers Association of Texas in 2007.

financial literacydigital bankingbank marketing

Also speaking at ABA HR Connection Forum

+ 88 more speakers at this event.

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Frequently asked questions

When is Wealth & Trust 360?+
Wealth & Trust 360 takes place on 22 July 2026.
Where is Wealth & Trust 360 held?+
Wealth & Trust 360 is held at Virtual, US.
Who organises Wealth & Trust 360?+
Wealth & Trust 360 is organised by American Bankers Association.

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