2026 Educational Forum Tentative Agenda

Monday – April 27, 2026

12:00 – 5:00 – Vendor Setup 

3:30 – 5:00 – Registration for Members and Friends

5:00 – 6:00 – NEW MEMBER ICE BREAKER HAPPY HOUR sponsored by Marsh

6:00-9:00 – Opening Cocktail Reception and Dinner sponsored by Colvent Group

Tuesday – April 28, 2026

7:30-8:15 – Breakfast sponsored by Worth Valuation Services

8:15 – 8:30 – Opening Remarks and Welcome – Jeremy Taylor, Commerce Trust and Michael Graves, First Horizon

8:30 – 9:45/ 10:00 – Friends Introductions 

10:00 – 10:55 – Rusty Rumley – Staff Attorney for National Agricultural Law Center, Trespassing and/or Hunting Leases

10:55 – 11:10 – Break – Visit Friends Display Area sponsored by SS&C

11:10 – 12:00 – Todd Wohl – Braun Case Study with Q&A

12:00 – 1:00 – Lunch sponsored by Braun

1:00 – 1:50 – TBD

1:50 – 2:10 – Break – Visit FRIENDS Display Area sponsored by SES Risk Solutions

2:10 – 3:00 – TBD – Appraisal Topic

3:00 – 3:45 – Jennifer Tindell – Special Needs Trust Housing

3:45 – 4:40 – Julie Farber – Estate Settlement and The Residence 

6:00 – 9:00 – SPECIAL EVENT sponsored by TASC – Itta Bena

Wednesday – April 29, 2026

7:45 – 8:30 – Breakfast sponsored by Ryan

8:30 – 9:15 – Sophia Kearney – Economic Outlook

9:15 – 10:00 – Dwight Bain – Executive Change Management 

10:00 – 10:30 – Break – Visit FRIENDS Display Areas

10:30 – 11:30 – Jason Strain – Commercial Leasing Pitfalls

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

12:00-1:00- Lunch sponsored by RHSB

1:00 – 1:50 – Kristine Roberts – Role of Fiduciary in Trust Administration 

1:50 – 2:05 – Break – Visit FRIENDS Display Areas

2:05 – 3:30 – Real Estate Panel Discussion

5:00 – 6:30 – BBQ Dinner sponsored by Level 1