Event Calendar

Wednesday, May 8, 2024

Asset Liability Management and Investments

Start Date: 5/8/2024 9:00 AM EDT
End Date: 5/8/2024 5:00 PM EDT

Venue Name: The Four Points by Sheraton

600 Kanawha Blvd E
Charleston, WV  United States  25301

Organization Name: WVBankers

Amanda Cunningham
Email: acunningham@wvbankers.org
Phone: (304) 343-8838

Member & Non-Member: $325 

This annual event sponsored by the WVBankers and the WV State Bar Probate Law Committee attracts participants from Banks Trust Departments, CPAs, Insurance Agents, Financial Planners, and Attorneys.  

There is no other event in West Virginia that attracts all these groups of professionals.  

Detailed agenda HERE.
***NOTICE: The Seminar DOES NOT INCLUDE reception & dinner.  Please be advised that if you plan to stay for the reception & dinner, you must register with the CEPC. If you do not register with the CEPC, you will not be permitted to stay for the reception & dinner. Please e-mail Jamie O'Connor to register for reception & dinner: James1.oconnor@ml.com cost is $75 per person.  

Dinner includes entertainment from Murder & Merriment, you won't want to miss this, it's to DIE for!

Sponsorship opportunities are available 
HERE, sponsorship includes one complimentary registration.


Hotel Accommodations: If you would like an overnight room, please contact The Four Points by Sheraton, (304) 344-4092. There is a group discounted room rate of $119 if you use this LINK.  Room temperatures vary, please bring a light jacket or sweater for comfort. Business Casual dress is appropriate. 


  • This program has been APPROVED for 8 CPE through the WV Board of Accountancy.
  • This program has applied for CLE credit hours through the West Virginia State Bar.
  • This program has applied for CTFA credits through the ABA.
Please see the instructions below on self-reporting:
  1. Log into certification record at aba.csod.com
  2. Hover over ADD CE CREDIT select APPROVED NON-ABA CE
  3. Enter "West Virginia Bankers Association | Financial & Estate Planning Conference" then select the program from the search results
  4. Click Request and when the page refreshes click Mark Complete

Thank you to our sponsors:

Online Registration

Registration is Closed
Closed: 5/1/2024 9:00 AM

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