We are thrilled to welcome you back to the
New York Bankers Association's Combined
Retail & Small Business + Trust & Investment Conference!
Wednesday, September 14 - Friday, September 16, 2022

The Sagamore Resort
110 Sagamore Road
Bolton Landing, NY 12814

The Combined Retail & Small Business + Trust & Investment Conference features valuable insights on emerging issues and challenges facing retail and trust professionals in New York today. Attendees will continue their exploration of the wealth continuum, which touches every aspect of the bank throughout the customer’s lifelong financial journey. More than 100 attendees from all levels within financial institutions across New York State attend this annual conference to network with colleagues, share ideas, find solutions,  and learn about what’s new in the industry. They also hear from CEOs discussing topics from career advancement to community involvement.

NYBA’s Combined Retail & Small Business + Trust & Investment Conference provides a unique networking and knowledge development opportunity for New York’s banking professionals. In 2021, NYBA brought together Retail and Small Business bankers with their Trust and Investment colleagues for a conference experience that prioritized teambuilding and collaboration. After reviewing attendees’ evaluations from 2021, it was clear that this was an experience that was eye-opening for those who attended.

We are pleased to offer this experience once again. It all takes place at one of NYBA’s favorite venues, The Sagamore Resort on beautiful Lake George in Bolton Landing, New York. The conference will feature sessions on leadership, motivation, and customer relationships, as well as separate tracks for the in-depth exploration of topics that are exclusively retail- or trust-related. Sponsors and exhibitors will have ample opportunity to socialize with attendees and showcase all they have to offer our dynamic industry!

By attending this event you agree to NYBA's Event Policy and Disclaimer.


“I think it’s a terrific opportunity for networking and to work to bridge the worlds of retail and trust/investments.”

“Great conference! Good combination; allowed for good networking across business lines.”

“I feel the combination was very helpful from both a substantive content perspective and from a networking perspective. Thanks!”

“Very useful, particularly regarding increasing communication between different bank divisions.”

Earn CPE credit.
CLE and CFP credit pending.

Thank You to our Conference Sponsors


BHG Financial
Flushing Bank