South Dakota Trust Association Annual Forum 2026
10th annual professional development forum for trust and wealth professionals.
The Canopy by Hilton, Sioux Falls, SD
- Dates
- October 8 & 9
- Venue
- The Canopy by Hilton, Sioux Falls, SD
TL;DR
- The 10th annual forum convenes October 8 and 9 at The Canopy by Hilton in Sioux Falls, South Dakota.
- The event targets trust and wealth professionals, covering wealth planning with Bitcoin, trust decanting, regulatory updates, and emerging ethics issues.
- Continuing education credit is available: ABA certifications (CTFA, CRCM, CERP, CAFP) and CLE in Iowa, Minnesota, and Nebraska.
About
The South Dakota Trust Association Annual Forum serves the state's trust and wealth professional community, now in its 10th year. The forum addresses core competencies and emerging challenges in trust administration, wealth planning, and regulatory compliance.
Who you'll find in the room
Trust and Wealth Professionals
CTFAs, trust officers, estate planning attorneys, and CFA charterholders.
Featured speakers
4 listedMatt McClintock
Speaker
Bret Afdahl
Director, South Dakota Division of Banking
Daniel Gespass
Speaker
Julian Zebot
Speaker
Partners on record
1 listedVenue & travel
Venue
The Canopy by Hilton,Getting there
Located in downtown Sioux Falls in the Steel District.
Questions people ask
8 answeredThe forum runs October 8 and 9, 2026.
The event takes place at The Canopy by Hilton in Sioux Falls, South Dakota.
Trust and wealth professionals attend, including CTFAs, attorneys, and CFA charterholders.
Sessions cover wealth planning with Bitcoin, trust decanting and modification, compliance and banking updates, and emerging ethical issues.
ABA Professional Certifications approves the forum for 11 CTFA, 3.25 CRCM, 1.25 CERP, and 1 CAFP credit. CLE credit is available in Iowa (9.5 hours), Minnesota (9 hours), and Nebraska (9.2 hours).
Business casual attire is standard for professional development forums. The organizer has not published a specific dress code.
The forum offers value for trust professionals seeking to deepen expertise in wealth planning, trust administration, and regulatory compliance, particularly those pursuing or maintaining professional certifications.
Registration opens mid-July.
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