Past eventHeld October 8 & 9
South Dakota Trust Association Annual Forum 2026
10th annual professional development forum for trust and wealth professionals.
The Canopy by Hilton, Sioux Falls, SD
- Held
- October 8 & 9
- Venue
- The Canopy by Hilton, Sioux Falls, SD
TL;DR
- The 10th annual forum took place October 8 and 9 at The Canopy by Hilton in Sioux Falls, South Dakota.
- The event targeted trust and wealth professionals, and its sessions were billed as covering wealth planning with Bitcoin, trust decanting, regulatory updates, and emerging ethics issues.
- Continuing education credit was offered: 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, and the 2026 edition was its 10th year. The forum was billed as addressing core competencies and emerging challenges in trust administration, wealth planning, and regulatory compliance.
Who was 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 HiltonGetting there
Located in downtown Sioux Falls in the Steel District.
Questions people ask
7 answeredThe forum ran October 8 and 9, 2026.
The event took place at The Canopy by Hilton in Sioux Falls, South Dakota.
Trust and wealth professionals attend, including CTFAs, attorneys, and CFA charterholders.
Sessions were scheduled to cover wealth planning with Bitcoin, trust decanting and modification, compliance and banking updates, and emerging ethical issues.
ABA Professional Certifications approved the forum for 11 CTFA, 3.25 CRCM, 1.25 CERP, and 1 CAFP credit. CLE credit was available in Iowa (9.5 hours), Minnesota (9 hours), and Nebraska (9.2 hours).
Trust and wealth professionals at regional association forums usually wear business casual to business professional, with suits or blazers common at the welcome reception.
It is most useful for trust officers, wealth advisors and trust attorneys, especially those holding CTFA or similar credentials, since the forum was approved for 11 CTFA credits and CLE credit in Iowa, Minnesota and Nebraska. The sessions were specific, covering trust decanting, Bitcoin in wealth planning and a South Dakota Division of Banking update, so professionals outside trust work or away from the region would get less from it than local practitioners.
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