08/28/2026
We’re excited to announce J. Phil Buchanan, CFP®, CWS®, and Jennie Menzie as presenters at the 2026 ATO Annual Meeting!
Phil serves as Executive Chairman of the Board for Cannon Financial Institute and is widely recognized for his expertise in wealth management, leadership, and practice management. Throughout his career, he has worked with major financial services firms as a speaker, trainer, consultant, and coach, and has held leadership and board roles with organizations including Argent Financial Group and the Association of Trust Organizations.
Jennie serves as Chairman of the Board of Directors, Chief Executive Officer, and President of Cumberland Trust, where she leads the company’s long-term strategic direction and continued nationwide growth. Since joining Cumberland Trust in 2012, she has played an integral role in the firm’s growth to more than $11 billion in assets under administration. Jennie also serves as President of the Board of Trustees of the Association of Trust Organizations.
During Session VII: Talent & Succession in Trust Organizations, Phil and Jennie will explore one of the trust industry’s most important long-term challenges: attracting, developing, and retaining talented professionals. The session will examine succession planning, leadership development, evolving workforce expectations, and practical strategies for building organizations that can thrive across generations.
Don’t miss the opportunity to hear from Phil and Jennie at this year’s meeting—register today!
🔗 https://trustorgs.com/annual-meeting/
