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September 19-21, 2021

Amelia Island, Florida

Big Ideas, Changing Tides & New Perspectives

Join the discussion with industry thought leaders from across the country

Along with activities and educational opportunities for our Next Generation Trust Leaders, we will have engaging and informative sessions focused on the important issues facing the trust industry in today's world. We're excited to see each of you in person and connect once again. 


We will host a variety of unique and fun networking opportunities! Please join us, and encourage up-and-coming leaders in your company to join as well. 

AGENDA

*agenda is subject to change

Sunday, September 19, 2021

2:00 pm Exhibitor Set Up

5:30 pm Welcome Reception Sponsored by Infovisa

Monday, September 20, 2021

7:00 am Registration & Breakfast Become a Breakfast Sponsor

7:00 am Exhibits Open

8:00 am Welcome & Recognition of Annual Meeting Planning Committee

8:30 am Session I: It’s Not about the Water Lilies: How Leaders Push Perspectives

Speakers: Dr. Hank Hine & Dr. Kim Macuare, The Dali (Salvador Dali Museum)

9:30 am Session II: Navigating the Trust Ecosystem

Panelists: Loyd Pohl, CEO, Pohl Consulting & Training, Inc., Steve Randolph, Managing Director, Oakbrook Solutions, and more, Cathy McBreen, Managing Director, The Spectrem Group

Moderator: Phil Buchanan, Executive Chairman, Cannon Financial Institute

10:30 am Morning Break in Exhibit Hall Become a Break Sponsor

11:00 am Session III: Transforming your Sales Culture-What Sales is and is not

Panelists: Sandra Ottinger, Ottinger Wealth Sales, Lucas DeVicente, CFP, CTFA, Managing Principal, Sabal Trust, and more

12:00 pm Lunch Become a Lunch Sponsor

1:00 pm Session IV: Using a Client Journey Lens to Redefine Digital and Plan for the Future

Speaker: Michelle Jackson, SVP, Managing Director, Broadridge Financial Solutions, Inc.

2:00 pm Session V: Trust and Wealth Management: Financial Performance and Competitive Trends

Speaker: David Lincoln, Co-Fonder & Partner, WISE

3:00 pm Afternoon Break in Exhibit Hall Become a Break Sponsor

3:30 pm Session VI: Tips to Avoid and Minimize Trustee Liability - The Sequel

Speakers: Adam Gaslowitz, Partner, & Craig Frankel, Partner, Gaslowitz Frankel

5:30 pm Flash Networking Reception Become a Flash Networking Reception Sponsor

7:00 pm Awards Dinner Become an Awards Dinner Sponsor

Tuesday, September 21, 2021

7:00 am Breakfast & Exhibits Open Become a Breakfast Sponsor

8:00 am Session VII: Managing Transition

Panelists: Sharon Pryse, CEO & Founder, The Trust Company of Tennessee, Matthew R. Crow, ASA, CFA, President, Mercer Capital, and more

Moderator: Bryant Jones, President & CEO, Sabal Trust Company

9:00 am Session VIII: M&A: Opportunity or Frustration?

Panelists: Tony Guthrie, Chairman & CEO, TMI Holdings, Inc., Brooks Campany, Regional Manager, Argent Financial Group, Tom Blank, Attorney, Schumaker

Moderators: Scott Ketner, Berkshire Global Advisors, & Bill Rankin CFA, WERankin Interests, LLC

10:00 am Morning Break in Exhibit Hall Become a Break Sponsor

10:30 am Session IX: ATO Regulatory Update & Business Meeting

Speaker: Tom Blank, Shumaker

11:30 am Closing Remarks

SPONSORSHIPS

Presenting Sponsor

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  • Exclusive presentation to the Board of Directors at their private board meeting during the Annual Meeting 
  • Complimentary exhibit table in prominent location
  • Complimentary advertisement package
  • Complimentary full-page advertisement in the Annual Meeting program 
  • Complimentary postage stamp ad in two months of the 2022 email newsletter 
  • Complimentary full-page advertisement in one 2022 quarterly print newsletter – The Trust Bulletin
  • 5 complimentary company Annual Meeting registrations
  • Recognition at Welcome Reception and Awards Dinner
  • Company logo and recognition on all Annual Meeting materials
  • Advanced access to Annual Meeting registration list

Diamond Sponsor

$7,500

  • Complimentary exhibit table
  • Complimentary advertisement package
  • Complimentary half-page advertisement in the Annual Meeting program
  • Complimentary postage stamp ad in one month of the 2022 email newsletter
  • Complimentary half-page advertisement in one 2022 quarterly print newsletter - The Trust Bulletin
  • 4 complimentary company Annual Meeting registrations
  • Recognition at Welcome Reception and Awards Dinner
  • Company logo and recognition on all Annual Meeting materials
  • Advanced access to Annual Meeting registration list

Platinum Sponsor

$5,000

  • Complimentary exhibit table
  • Complimentary advertisement package
  • Complimentary quarter-page advertisement in one 2022 quarterly print newsletter - The Trust Bulletin
  • 2 complimentary company Annual Meeting registrations
  • Recognition at Welcome Reception and Awards Dinner
  • Company logo and recognition on all Annual Meeting materials
  • Advanced access to Annual Meeting registration list

Gold Sponsor

$2,500

  • 1 complimentary company Annual Meeting registration
  • Recognition at Welcome Reception and Awards Dinner
  • Company logo and recognition on all Annual Meeting materials
  • Advanced access to Annual Meeting registration list

INDIVIDUAL TICKETS

Member Attendee

$1,450

Non-Member Attendee

$1,875

Spouse

$255

Additional Trust Company Attendee

Eligibility requirements: Trust company has already purchased regular priced member/non-member registration, or a trust company has already registered as a sponsor (not an additional sponsorship). Vendors are not eligible for this registration category.

1st Additional Trust Company Representative

$525

2nd Additional Trust Company Representative

$425

3rd Additional Trust Company Representative

$325

ADDITIONAL SPONSORSHIPS

Additional sponsorships are a unique way to get your company information in front of more meeting attendees and ATO members. All additional sponsors will receive recognition on all meeting materials. Attendee registration is not included with the additional sponsorships.

Welcome Reception Sponsor

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  • Receive signage at the event and special recognition during the Welcome Reception
  • Receive custom bar napkins with your company logo for the Welcome Reception

September 20th Lunch Sponsor

$2,500

(3 available)

  • Receive signage at the lunch

Awards Dinner Sponsor

$2,500

(2 available, 1 sold)

  • Receive recognition on the dinner program, special recognition during dinner, and an opportunity to say a few words to dinner attendees
  • Receive a custom wine label with your logo prominently displayed on each wine bottle
  • Advanced access to Annual Meeting registration list

App Sponsor

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  • Sponsor the app that will be used throughout the Annual Meeting for agendas, surveys, speaker information, maps, and reminders
  • Your company logo will appear each time an attendee opens the Annual Meeting app 

Breakfast Sponsor

$2,000

(3 available, 1 sold)

  • Receive signage at the breakfast

Flash Networking Reception Sponsor

$2,000

(2 available, 2 sold)

  • Receive signage at the event and special recognition during the Networking Reception
  • Receive custom bar napkins with your company logo for the Networking Reception

Tote Bag Sponsor

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  • Your company logo will be featured prominently on a reusable tote bag which will be provided for each Annual Meeting attendee at registration
  • Provide company marketing materials (with prior approval from ATO) for inclusion in the tote bags and distribution to each Annual Meeting attendee

Name Badge Sponsor

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  • Your company logo will appear on the personalized name badge that each attendee wears. Don’t miss this opportunity to be seen by everyone at the Annual Meeting! 

Room Key Sponsor

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  • Place your company name and logo on the room keys Annual Meeting attendees will use during their stay to have your information at everyone’s fingertips - literally. 

Lanyard Sponsor

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  • Your company logo will appear on the silky, wide lanyards attached to the name badges that each Annual Meeting attendee wears

Hand Sanitizer Station Sponsor

SOLD

  • Your company logo will appear on signage at the hand sanitizer station located outside of the main meeting room as well as company logo on individual hand sanitizer bottles for each attendee

Online Registration Sponsor

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  • Your company logo will appear at the top of the Annual Meeting online registration form
  • Attendees will see your company information each time they log into the online registration form

Face Mask Sponsor

  • Your company logo will appear on each face mask
  • Every attendee will receive a mask in their welcome packet
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Dinner Program Sponsor

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  • Your company logo will appear on the program used at the Awards Dinner

Break Sponsor

$500

(5 available, 1 sold)

  • Receive signage during each break throughout the Annual Meeting

Charging Station Sponsor

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  • Sponsor a station for attendees to charge their mobile phones, computers, and electronic devices
  • Your company logo and information will appear on signage next to the station

Deadline to be listed in printed materials is August 30th. To be the app sponsor and be seen on the app’s graphics, you must sponsor by July 31st.

HOTELS

The Ritz Carlton - ROOM BLOCK IS SOLD OUT

OMNI - ROOM BLOCK IS SOLD OUT

Residence Inn - $129/night Click here to reserve your room


Due to the popularity of the location and anticipation of the in-person event, the room block at the Ritz Carlton & OMNI has already sold out! However, there are additional hotels nearby. This is an event and location you don't want to miss!

Hampton Inn & Suites at Fernandina Beach - 3.2 miles away

Residence Inn by Marriott Amelia Island - 3.2 miles away

Home2 Suites by Hilton Fernandina Beach Amelia Island - 3.1 miles away

Springhill Suites Amelia Island - 5.1 miles away

Courtyard Amelia Island - 5.1 miles away

TRANSPORTATION

Best Airport: Jacksonville International Airport - 30 minutes


The Ritz Carlton Hotel Valet Parking: $26 per vehicle per night (+tax, self-parking not available)

SIGHTSEEING ACTIVITES

GOLF


The Golf Club of Amelia Island features an 18-hole championship golf course. Golf discount: $10 off $199. Green Fee: $189.


More Information Here

SLIGHTLY OFF CENTRE


A gallery in Fernandina Beach, full of fine art and folk art, glass art, paintings, photography and pottery by many artists from the breadth of America.


More Information Here

AMELIA ISLAND TROLLEYS


Offering historic tours of the downtown Fernandina Beach area, including Old Towne and some north beach. Each tour is about 1.5 hours. 


More More Information Here

QUESTIONS?

Have any questions about sponsorships, tickets, topics, etc? Contact Janet at jranallo@trustorgs.com or (405) 680-7869.

Thank You 2021 Sponsors

Presenting Sponsor

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Diamond Sponsors

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Platinum Sponsors

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Capis Logo.jpg
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Greenhill logo.jpg
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Federated Hermes Logo
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Accutech Logo.jpg
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Farmers National logo.jpg
WealthHub logo.jpg

Gold Sponsors

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Welcome Reception Sponsor

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Tote Bag Sponsor

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Break Sponsor

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Awards Dinner Sponsor

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Name Badge & Room Key Sponsor

Proxytrust Logo.jpg

Online Registration & Charging Station Sponsor

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Lanyard Sponsor

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Face Mask Sponsor

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Flash Networking Reception Sponsor

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The Trust Co Next Gen Reception sponsor.jpg

Breakfast Sponsor

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App Sponsor

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Dinner Program Sponsor

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as of 9/6/21

Cancellation Policy & Frequently Asked Questions

What if the meeting is canceled? The 2021 ATO annual meeting will not be cancelled unless we are forced to cancel due to mandatory closures/circumstances in Amelia Island, FL. If we are forced to cancel due to mandatory closures, we will issue full refunds to everyone except any additional sponsorship that we have already printed materials for- i.e.- room keys, face masks, lanyards, etc. We will provide you that same sponsorship, complimentary, in 2022. 

What if my state is on lockdown in September - will I receive a refund? For Sponsors: We can only issue a refund if you have not received any benefit of that sponsorship at that point (i.e.- you haven't been printed on any materials, etc). For Attendees: We can issue a refund to any registrant up until 30 days prior to the meeting. 

Can I cancel for a non-COVID related issue? Sponsorships are non-refundable if we have already printed your name on any materials. Sponsorships (that have not received any benefit to that sponsorship) and registration fees are refundable up until 30 days prior to the event.