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2019 Annual Meeting
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It's that time of year for the 2019 ATO Annual Meeting! 

This year we will be at the Ritz-Carlton in Denver, Colorado - The Mile High City! We will be hosting, once again, ATO "Next Generation Leaders Network" activities at this meeting. This group consists of future leaders within trust companies and trust departments.

Please join us, and encourage up and coming leaders in your company, for a great meeting this September!

AGENDA

   Sunday, September 22nd
4:00 pm

ATO Board Meeting

6:00 pm

Welcome Reception @ Bigsby's Folly   Sponsored by: Innovest Systems

   Monday, September 23rd
7:00 am

Registration & Breakfast

8:00 am

Welcome & Parade of Sponsors

8:30 am

Bottom Line Impact of Emotional Competence

Speaker: Leann Wolff, Great Outcomes Consulting

9:30 am

Crypto Decrypted: Cryptocurrencies and the Future Market

Speaker: John Collins, FS Vector

10:30 am

Break    Sponsored by: CAPIS

11:00 am

Trust and Wealth Management: Financial Performance and Competitive Trends

Speaker: David Lincoln, Wise Gateway

12:00 pm

Lunch

1:00 pm

Wealth Throughout Generations - Who Has It? Where is it Going? What is Next? 

Speaker: George Walper, The Spectrem Group

2:00 pm 

Easiest Catch: Don’t Be Another Fish in the Dark ‘Net

 Speaker: Kyle Loven, Computer Forensic Services

3:00 pm

Break

3:30 pm

Cannabis and Financial Services, the Evolving Landscape

Speaker: Ken Boldt, Commissioner of the CO Division of Banking

5:30 pm

Next Generation Leaders Reception   Sponsored by: The Trust Company & Oakbrook Solutions

6:30 pm

Networking Reception   Sponsored by: Broadridge Financial Solutions

7:30 pm

Awards Dinner

   Tuesday, September 24th
7:00 am

Breakfast

8:00 am

Emerging Risks in a Complex and Interconnected World

Speaker: Jarret Brachman

9:00 am

Issues in Environmental, Social, and Governance Investing by a Trustee 

Speaker: Max Schanzenbach, Northwestern University School of Law

10:00 am

Break    Sponsored by: Invesco

10:15 am

Update on the Regulation of State Chartered Trust Companies

Speakers: James M. Cooper, CSBS, Tom Blank, Shumaker, Loop & Kendrick, LLP

11:00 am

ATO Legal Update & Business Meeting 

Speakers: Tom Blank, Shumaker, Loop & Kendrick, LLP

11:45 am

Closing Remarks


SPONSORSHIP OPPORTUNITIES

 

Diamond Sponsor $10,000
  • 4 company conference registrations
  • Recognition at Welcome Reception and Awards Dinner
  • Company logo and recognition on all meeting materials
  • Complimentary Exhibit Table in prominent location
  • Access to conference registration list
  • Complimentary full-page advertising in quarterly print newsletter ($450 value)
Platinum Sponsor $5,000
  • 2 company conference registrations
  • Recognition at Welcome Reception and Awards Dinner
  • Company logo and recognition on all meeting materials
  • Complimentary Exhibit Table
  • Access to conference registration list
Gold Sponsor $2,500
  • 1 company conference registration
  • Recognition at Welcome Reception and Awards Dinner
  • Company logo and recognition on all meeting materials
  • Access to conference registration list

Additional Representatives:

Open to trust companies/departments that have already purchased a regular priced member/non-member registration or have already registered as a sponsor. Vendors are not eligible for this registration category.

  • 1st Additional Trust Company Representative
  • 2nd Additional Trust Company Representative
  • 3rd Additional Trust Company Representative

$525

$425

$325

 Individual Tickets
  • Member Attendee
  • Non-Member Attendee
  • Spouse

$1,380

$1,785

$255

 


ADDITIONAL SPONSORSHIPS

Welcome Reception Sponsor

Sponsored by: Innovest Systems

  • Sponsor the ATO Welcome Reception on Sunday, September 22, 2019
  • Receive signage at the event and special recognition during the reception
  • Receive custom bar napkins with your company logo for the reception
 September 23rd Lunch Sponsor
    $5,000 
    • Sponsor the Monday, September 23rd lunch
    • Receive signage at the lunch
    Awards Dinner Sponsor
       $4,000
      • Sponsor the 8th Annual ATO Awards Dinner on Monday, September 23, 2019
      • Receive recognition on the dinner program, special recognition during dinner, and an opportunity to say a few words to dinner attendees
      • Receive a custom wine label with your logo prominently displayed on each wine bottle
      • Access to meeting registration list
      App Sponsor
        $3,500
        • Sponsor the app that will be used throughout the 2019 ATO Annual Meeting for agendas, surveys, speaker information, maps, and reminders
        • Your company logo will appear each time a meeting attendee opens the ATO Annual Meeting app
        • Receive a 6' x 8' exhibit table
        Breakfast Sponsor (2 available)  $3,500
        • Receive signage at the breakfast

        Networking Reception Sponsor

        Sponsored by: Broadridge Financial Solutions

        • Sponsor the Networking Reception prior to the ATO Awards Dinner on Monday, September 23, 2019
        • Receive signage at the event and special recognition during the reception
        • Receive custom bar napkins with your company logo for the reception
        Tote Bag Sponsor
          $1,500
          • Your company logo will be featured prominently on a reusable tote bag which will be provided for each ATO Annual Meeting attendee at registration
          • Provide company marketing materials (with prior approval from ATO) for inclusion in the tote bags and distribution to each meeting attendee

          Name Badge Sponsor

          Sponsored by: Infovisa

          • Your company logo will appear on the personalized name badge that each meeting attendee wears. Don’t miss this opportunity to be seen by everyone at the ATO Annual Meeting!
          Room Key Sponsor

          Sponsored by: Infovisa

          • Place your company logo on the room keys that ATO Annual Meeting attendees will use during their stay at The Ritz Carlton to have your information at everyone’s fingertips — literally!

          Next Generation Reception Sponsor

            Sponsored by: The Trust Company & Oakbrook Solutions

            • Sponsor the Next Generation Reception Monday, September 23, 2019
            • Receive signage at the event and special recognition during the reception
            • Receive custom bar napkins with your company logo for the reception
            Lanyard Sponsor
              Sponsored by: AMG National Trust Bank
              • Your company logo will appear on the silky, wide lanyards attached to the name badges that each ATO Annual Meeting attendee wears

              Dinner Program Sponsor

              $600
              • Your company logo will appear on the program used at the ATO Awards Dinner on Monday, September 23, 2019
              Break Sponsor (1 available, 2 sold)
                $500 
                • Receive signage during each break throughout the annual meeting
                Charging Station Sponsor 

                Sponsored by: Midwest Special Needs Trust & Proxytrust

                • Sponsor a station for ATO Annual Meeting attendees to charge their mobile phones, computers, and electronic devices
                • Your company logo and information will appear on signage next to the station
                 

                 

                 

                 


                HOTEL

                Set in the heart of downtown, The Ritz-Carlton, Denver looks out over the Mile High City while the sweeping Colorado Rockies beckon from beyond. Ease of access to Denver’s financial, theater and entertainment districts and a host of luxury amenities make the hotel appealing to both business and leisure travelers.

                 

                Room block cut-off date: September 2, 2019

                Room Block Code: ATO Annual Meeting

                ATO's discounted rate for your stay is $259 per night

                 

                Reserve Your Room Today!


                The Ritz-Carlton general questions: 303-312-3800
                Reservation Line: 800-542-8680


                TRANSPORTATION


                SIGHTSEEING ACTIVITES

                The Denver Mint Larimer Square Denver Center for the Performing Arts History Colorado Museum of Contemporary Art
                The Mint offers free tours of the Denver facilities, which cover the present state of coin manufacturing and the history of the Mint. Visitors learn about the craftsmanship required at all stages of the minting process, from the original designs and sculptures to the actual striking of the coins. Denver’s oldest and most historic block. The buildings along Larimer Square are now home to an inspired mix of independent shops, chef-driven restaurants, lively bars, and wellness and beauty services. You’ll find everything from one-of-a-kind fashion to vibrant nightlife—all with our signature canopy of lights above.  The Denver Center for the Performing Arts is the nonprofit organization that brings you Broadway tours, DCPA Theatre Company productions, statewide education programs, once-in-a-lifetime events and more. We can’t wait to see you at the theatre.  An award-winning tourist destination and a hub for learning and entertainment, it’s also a place to shop and dine. The center houses core and traveling exhibitions, public programs and events, educational programs, and unique rental spaces.  The Museum of Contemporary Art Denver (MCA Denver) explores the art and culture of our time through rotating exhibitions and public educational programs. Featuring regional, national and international artists, MCA Denver offers a wide range of exhibitions promoting creative experimentation with art and ideas. Through adult and youth education programs and other creative events, the museum serves as an innovative forum for a culturally engaged community. 
                More Information Here More Information Here More Information Here More Information Here More Information Here

                 

                Questions?

                Call Janet at 405.680.7869 or jranallo@trustorgs.com

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