“Becoming a Risk-Smart Trustee:
Conference Summary
Join other ITA members to network, learn about independent trustee as a profession, and exchange tips with other professionals in your field.
Conference Date
May 13-15, 2026
Hotel Information
Marriott Quorum in Dallas, TX
14901 Dallas Parkway
Dallas, Texas 75254
Room rate: $185 per night + taxes
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?
$575.00 ITA Member
$775.00 Non-Member
All attendees will receive MCLE credit for the conference.
What’s On the Agenda?
We’re putting the finishing touches on this year’s program, which will be available in February.
Sponsor the 2026 Conference
Are you interested in sponsoring this year’s annual conference, supporting the trustee profession, and getting your business name in front of hundreds of industry professionals? Connect with us to learn more about conference sponsorship or our alliance partner program.
Milestone Members
In celebration of our 10th anniversary, we are proud to honor our members who have reached significant milestones of five years or more. This list recognizes the enduring commitment of those who have been with ITA through five, ten, and every year of growth in between. Your long-standing partnership is the cornerstone of our history and our future.
10 Years
- Dan Felix
- Dave Folz
- Billy Jones
- Marguerite Lorenz
- Richard Neely
- Kevin Quinn
- Tony Vaida
9 YEARS
- Clint Haggard
8 YEARS
- Paul Freidel
- David Johnson
- Frank Mullins
- Brad Parker
- Tia Small
7 YEARS
- Noah Benton
- Jeff Crawford
- Richmond Fisher
- Dana Garnett
- Robert Hopper
- Paul Hynes
- Amber James
- Steve Masterson
- Joe McMackin
- Leslie McNamara
- Judy Pearson
- Keenen Schmitz
- Ryan Shumacher
- Clay Spiegel
- Scott Squillace
- Brian Wagner
- Peter Wall
6 YEARS
- Jim Benedek
- Sue Bennett
- Charles Conrad
- Dan Fitzpatrick
- Jennifer Gazda
- Melissa Guy
- Lee Ann Hitchman
- Debbie Hu
- Theresa Hughes
- Caren Jenkins
- Diana Law
- Rick Law
- Gracy Lozano
- Nikki Royer
- Adam Sherry
- Michael Torres
- Daniel Vasko
- Joseph Vasko
- Michael Whitty
- Robert Wiegand II
- Linda Wilson
5 YEARS
- Jennifer Crossett
- William Dodgen
- Fred Goldinov
- Robert Haley
- Chad Harlow
- Gary Matesic
- Monika Pelletier
- Rick Ybarra
To our Milestone Members and our entire community:
Thank You for your incredible dedication and for making this alliance truly magnificent!
Past Conferences
2025
The 2025 ITA Annual Conference was held in Dallas, TX with over fifty attendees from the professional trustee industry.
Dallas, TX
2024
The 2024 ITA Annual Conference was held in Dallas, TX with over fifty attendees from the professional trustee industry.
Dallas, TX
2023
The 2023 ITA Annual Conference was held in Dallas, TX with over fifty attendees from the professional trustee industry.
Dallas, TX
