2025 Educational Forum Schedule

The sessions are almost finalized! Once completed, we will provide the exact Forum agenda below. You can look forward to topics such as:

  • OCC Update from the Regulators

  • Best Practices of Closely Held & Trust Real Estate Teams

  • State of the Economy and Real Estate Market

  • Environmental Risk

  • Real Estate Panel Discussion

  • …. And Much More!

Tentative Schedule

Monday – April 28, 2025

Vendor Setup

3:30 – Registration

6:00-9:00 – Cocktails/Dinner at the Westin Hotel (Penn City Grille) Sponsored by Colvent Group Inc.

Tuesday – April 29, 2025

7:45-8:30 – Breakfast (Conference Area)

8:30- Opening remarks, Friends presentations and sessions

12:00-1:00 – Lunch

1:00 – Sessions continue

6:00pm – Andy Warhol Event sponsored by Trust Asset Service Company (TASC)

Wednesday – April 30, 2025

7:45-8:30 – Breakfast (Conference Area)

8:30 – Sessions continue

11:30-12:00 ANNUAL MEMBERS MEETING – Members only session

12:00-1:00- Lunch

2:00 – 4:00 – Sessions TBD

4:00 Conference adjourned