2024 EDUCATIONAL/DEVELOPMENT FORUM
Renaissance Waverly Atlanta Hotel
2450 Galleria Parkway
Atlanta, GA 30339
MONDAY, APRIL 22 – WEDNESDAY, APRIL 24, 2024
AGENDA
SCHEDULE of EVENTS
Monday, April 22
- 12:00pm – 6:00pm
Exhibitor Set-Up for Friends of NTREA - 3:00pm – 6:00pm
Registration for Members, Friends, and Guests - 6:00pm – 6:40pm
Cocktail Reception (Atrium) - 6:40pm – 7:00pm
Welcome / Greetings - 7:00pm – 8:30pm
Dinner
Tuesday, April 23
- 7:45am – 8:30am
Breakfast (Atrium) - 8:30am – 9:00am
Opening Remarks / Introductions (Kennesaw Ballroom) - 9:00am – 9:50am
When Trusts Fail: Consequences of Mishandling Real Estate – Patrick Alyward of Trustworthy Consultants - 9:50am – 10:40am
Real Estate Counseling for Trusts & Estates – Ladson Haddow and Chris Hall of Haddow & Company - 10:40am – 11:00am
Break – Visit NTREA Friend Exhibits - 11:00am – 11:55am
Environmental Law & Fiduciary Liability – Scott Hitch, Esq. of Hitch Law LLC - 12:00pm – 1:00pm
Lunch (Atrium) - 1:00pm – 1:55pm
Estate Settlement & The Residence – Chuck Carter, Retired Trust Advisor - 1:55pm – 2:50pm
Don’t Skip the Annual Inspection! – Robert George of TASC - 2:50pm – 3:10pm
Break – Visit NTREA Friend Exhibits - 3:10pm – 4:05pm
Working with Co-Trustees, Best Practices Virtual Sesssion – Richard Trumpler of Wealth Consulting - 4:05pm – 5:00pm
Career Development & The Value of Mentoring – Carolyn Donnelly & Frances Boatwright of CIBC Private Wealth - 6:00pm to 10:00pm
Miami Marlins @ Atlanta Braves Baseball Game
Wednesday, April 24
- 7:45am – 8:30am
Breakfast (Atrium) - 8:30am – 9:25am
Farmland Economics & Valuation – Dave Muth, PhD of Peoples Company - 9:25am – 10:20am
Environmental Risk Management: A deep dive into full cycle environmental due diligence from policy development through assessment and solutions – Kathryn Peacock of Partner Engineering - 10:20am – 10:40am
Break – Visit NTREA Friend Exhibits - 10:40am – 12:00pm
Friend / Sponsor Updates - 12:00pm – 1:00pm
Lunch (Atrium) - 1:00pm – 2:15pm
Discussion Panel – Best Practices - 2:15pm – 2:35pm
Break – Visit NTREA Friends Exhibits - 2:35pm – 3:30pm
Listing, Sale Addendums, & Seller Disclosures – Grant Wilmer, Esq of Arnall Golden Gregory LLP - 3:30pm to 4:30pm
NTREA Annual Meeting, Election of Officers and Recognition Awards - Free Evening – Enjoy the Atlanta Battery!