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 14 – 16th, 2025
Hotel Information
Marriott Quorom in Dallas, TX
14901 Dallas Parkway
Dallas, Texas 75254
Room rate: $179 plus 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?
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; sponsored evening event)
- Friday May 16th, 8am – Noon (Breakfast Included)
There will be a welcome reception Wednesday evening and a sponsored offsite event or dinner on Thursday. Access to both events are included in the cost of registration. 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.
Register Online for the 2025 ITA Annual Conference
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Sponsor the 2025 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.
Past Conferences
2024
The 2024 ITA Annual Conference was held in Dallas, TX with over fifty attendees from the professional trustee industry.
Dallas, TX