Association of Trust Organizations

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Association of Trust Organizations

Our mission is to provide a forum for leaders, owners and operators of trust companies and wealth management providers.

06/04/2026

The agenda is officially set for the 2026 ATO Annual Meeting in Park City, Utah!

This year's program brings together some of the most important conversations shaping the future of trust organizations, including:

Practical AI in Wealth Management
The Trust Company of 2027
Trust Company Valuation, M&A, and Strategic Transactions
Cybersecurity 2.0 and Emerging Threats
Private Markets in Trust Portfolios
Talent & Succession Planning
The Future of Trust Accounting
Regulatory and Industry Updates

Whether you're a CEO, CIO, Trust Officer, Operations Executive, or emerging leader, this year's agenda is designed to provide practical insights, strategic perspective, and meaningful peer discussion on the issues that matter most.

A special thank you to our speakers, moderators, sponsors, and volunteers who are helping make this event possible.

I'll say it now: this meeting is going to be epic!

If you're part of the trust and fiduciary community, you won't want to miss it.

Learn more and register here: https://trustorgs.com/annual-meeting/

05/25/2026

Today and every day, we are grateful for the freedoms protected by those who made the ultimate sacrifice.

05/21/2026

We’re excited to announce John O’Connell as a speaker at the 2026 ATO Annual Meeting!

John is the Founder and CEO of The Oasis Group, where he supports wealth management firms with technology strategy, cybersecurity, data analytics, and AI implementation. With more than 30 years of industry experience, John is a sought-after speaker and the creator of resources including the AI WealthTech Map, AI Readiness Index, and Oasis Peaks Perspective newsletter.

Don’t miss the opportunity to hear from John and other industry leaders at this year’s meeting—register today!

🔗https://trustorgs.com/annual-meeting/

05/12/2026

Throwing it back to an incredible 2025 ATO Annual Meeting! The connections, insights, and energy made it one to remember — and we’re ready to do it all again in 2026. Don’t miss your chance to be part of this year’s Annual Meeting.

Register today!

🔗https://trustorgs.com/annual-meeting/

05/08/2026

We're excited to welcome Sean Cleary with Ballentine Partners to the Association of Trust Organizations as a Corporate Member. We're grateful to have them as members and look forward to their involvement in our organization!

05/01/2026

We're excited to welcome Anna Smith of Smartleaf to the Association of Trust Organizations as a Premium Corporate Member. We're grateful to have them as members and look forward to their involvement in our organization!

04/30/2026

Get ready for an event built around learning, connection, and industry insight!

The ATO 2026 Annual Meeting will bring attendees together for informative sessions, meaningful conversations, and opportunities to grow your network.

Speaker announcements are coming soon, so stay tuned!

Register today and secure your spot.

🔗https://trustorgs.com/annual-meeting/

04/24/2026

We're excited to welcome Robey NeJame of Smartleaf to the Association of Trust Organizations as a Premium Corporate Member. We're grateful to have them as members and look forward to their involvement in our organization!

04/23/2026

A big thank you to our newest sponsor of the ATO 2026 Annual Meeting! Your support helps make this event possible and strengthens our producer community. We’re grateful to have you on board.

YCharts

Interested in sponsoring the ATO 2026 Annual Meeting? Visit our website to learn more about sponsorship opportunities.

🔗https://trustorgs.com/annual-meeting/

04/17/2026

We're excited to welcome Bob Leaper of Smartleaf to the Association of Trust Organizations as a Premium Corporate Member. We're grateful to have them as members and look forward to their involvement in our organization!

Address

2313 N Broadway Avenue
Ada, OK
74820

Telephone

+14056807869

Website

http://www.trustorgs.com/

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