Tri-State Trust Forum 2025

Description

The New Hampshire Bankers Association, in cooperation with the Maine Bankers Association and Vermont Bankers Association, Inc. Trust Committees and the NH Trust Council, invite you to attend this year's Tri-State Trust Forum scheduled for Thursday, September 25 and Friday, September 26, 2025.  

AGENDA

Continuing Education Credits Coming Soon!

Golf with the Vendors - If you are interested in golfing on Wednesday, September 24 around noon, pre-registration is required.  Golf course and tee times will be determined as we get closer to the event.  Thank you to Fifth Third, ProxyTrust, Cheetah and Asset Mark for sponsoring this event.

This year's program will cover many important topics including Opportunities for Growth with Trust Modernization, Fixed Income and International Markets Outlooks, Laws affecting fiduciaries, Elder Abuse, Estate and Income Tax Transfer strategies, Medicare Planning, and Compliance Updates.

Our keynote speaker has spoken to companies such as Delta Airlines, Coca-Cola, several universities and healthcare associations. Dr. Earl Suttle specializes in working with businesses and organizations to increase their profits and productivity through developing their people.  Don't miss this opportunity to find your unstoppable motivation.

SPONSORSHIPS & EXHIBITORS

Sponsorship Options*:

• Thursday Luncheon - $2,500
• Thursday Afternoon Break - $1,500
• Thursday Exhibitor Reception - $2,500
• Friday Morning Breakfast - $2,500
• Friday Morning Break - $1,500

Sponsors receive:

• 1 complimentary conference registration
• Sponsorship signage at the event
• 6’ skirted table with chair
• Verbal announcements throughout the conference
• Shout-out on social media recognizing you as a sponsor
• Email with logo and contact information to all pre-registered attendees

* Multiple sponsors accepted for same event

Exhibitors:

• Early Bird prior to August 1, 2025 - $750
• Following August 1, 2025 - $799
• Additional Attendees: $299
  • 1 complimentary conference registration
  • 6’ skirted table with chair
  • Verbal announcements throughout the conference

Book your group rate for Tri State Trust Forum Room Block 
Reservation deadline August 27, 2025
Residence Inn Portsmouth Downtown/Waterfront - $279.00 per room, per night

NH/VT Bankers' Cancellation Policy
Registrations may be canceled prior to Wednesday, September 17, 2025 by notifying the NH Bankers office at (603) 224-5373 . Refunds are subject to a $50 per person fee. Any cancellations received after September 17 are not refundable but are transferable to another individual from your bank who wishes to attend this conference. All registrations received by email or online are subject to this policy. 

Consent to Use of Photographic Images
Registration and attendance at, or participation in, NH and VT Bankers meetings and other activities constitutes an agreement by the registrant for use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities by NH and VT Bankers Association.