Delaware Trust Conference

All Sessions Now Available for Credit through November 30th!

The Delaware Trust Conference is an ideal opportunity to network while obtaining continuing education credit for: Trust Professionals, Portfolio Managers, Financial Advisors, Attorneys, CPAs, CTFAs, Wealth & Asset Management Services Executives, Executive Trust Officers, Investment Officers, Investment Managers, and Trust Department Managers.

On Demand

Conference Platform

Difficulty logging on? Contact Corinne Stayton

Agenda and Program Book  

Total Credits for 2022 Delaware Trust Conference = 18.0 CLE approved for (DE & PA) (including 2.0 Ethics Credits), CPE & ICB Credits Applied for. Participants can earn up to 18.0 CPE credits in Specialized Knowledge and Applications field of study.

Earn Credits In-Person, Live Stream, or On-Demand!

For virtual attendees, please download the appropriate credit form (see links below) and email completed form for signature to Please email Renee if you have any questions.


2022 DTC General Attendance Form

2022 DTC CLE Form

2022 DTC PA CLE Form

ABA CE Credit Information

Thank You to All Our Sponsors...    

Platinum Sponsor
BMT Logo 
Diamond Sponsors
BBH Logo 


Gold Sponsors
BMO Delaware Trust Company
Charles Schwab Trust Company
Morris, Nichols, Arsht and Tunnell LLP
The Northern Trust Company of Delaware
Peak Trust Company
Wilmington Trust
Silver Sponsors
BNY Mellon Wealth Management
Brown Advisory
Chilton Trust
Commonwealth Trust Company
Cover & Rossiter
Evercore Trust Company, N.A.
First State Trust Company
Greenleaf Trust Delaware
Morris James LLP
New York Private Trust Company
PNC Delaware Trust Company
Santora CPA Group
Truist Delaware Trust Company

Bronze Sponsors
Bank of America, Private Bank
Belfint, Lyons and Shuman, P.A.
Duane Morris LLP
K&L Gates

American Bankers Association
Bryn Mawr Trust Company of Delaware
Deutsche Bank Trust Company
National Care Advisors
ODP Business Solutions
Peak Trust Company
Reich & Tang + Total Bank Solutions
Santora CPA Group
Weiner Benefits Group
Whisman Giordano & Associates


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Connolly Gallagher Logo
Gordon Fournaris Mammarella Logo
MDSU Law Logo
Wilmington Trust Logo
Chilton Trust Logo
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Belfint Lyons Shuman Logo
Weiner Benefits Logo
DE Community Foundation Logo
Santora CPA Logo
Troutman Pepper Logo
Capco Logo
Pinion Logo
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Morris James Logo
Truist logo
Wilmington University logo
Wilmington University logo
Duane Morris logo
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