Independent Trustee Alliance Annual Conference

Who Should Attend the ITA Annual Conference?

• Trustees: Learn new tips, techniques and interact with other professionals in your field.
• Attorneys, Wealth Managers, Family Advisors, CPAs, Insurance Professionals
• Learn more about this profession and how it can help increase your value to your clients.
• CLE: Full Conference attendance accredited for 8 hours MCLE

How Much Does it Cost to Attend?

Before March 1, 2025: $375 ITA Member, $575 Non-Member

After March 1, 2025: $475 ITA Member, $675 Non-Member

All attendees will receive MCLE credit for the conference. Non-Members will receive a complimentary one year membership.

What’s On the Agenda?

All times listed are Central Time Zone

• Wednesday May 14th, 6pm (Welcome Reception at the Hotel)
• Thursday May 15th, 8am – 5pm (Lunch Provided)
• Thursday Evening Social
• Friday May 16th, 8am – Noon (Breakfast Included)

There will be a welcome reception Wednesday evening, included in the cost of registration. There will also be a sponsored offsite event on Thursday, for an additional $40 fee. Come join all of the attendees at a special evening fundraiser for the ITA! We will enjoy an evening of fun networking at the local minor league ballpark, the Frisco Roughriders! Transportation, food and drink are included. We will have our own deluxe suite to enjoy lots of conversation, and a great night of baseball. See you there! Thursday will be live streamed. Friday’s presentation at 8:15am will be live streamed. Open round table discussion Friday (until Noon) will not be streamed, as this session is a private opportunity to share our experiences as a benefit of membership with ITA.

Past Conferences