Trust Industry Turns to Peer Collaboration and Education as Technology, AI and Fiduciary Pressures Reach a Critical Inflection Point

Trust Industry Turns to Peer Collaboration and Education as Technology, AI and Fiduciary Pressures Reach a Critical Inflection Point

Since 1991, GreenHill has delivered personalized investment analysis, reporting and monitoring services designed to keep pace with the changing needs of the financial services industry. An independent provider, GreenHill services bank and independent tr...

Since 1991, GreenHill has delivered personalized investment analysis, reporting and monitoring services designed to keep pace with the changing needs of the financial services industry. An independent provider, GreenHill services bank and independent trust companies, RIAs, not-for-profits, family offices, law firms and endowments. To learn more, visit GHill.com.

ATO President Jennie Menzie and 2026 Annual Meeting Chair Bill McFadden highlight the value of education, peer exchange and industry collaboration for trust organizations

GAITHERSBURG, Md., Sept. 10, 2026 /PRNewswire/ -- As trust organizations navigate rapid advances in technology, evolving client expectations, cybersecurity threats, artificial intelligence, talent challenges and increasingly complex investment and operational environments, the ability to learn from peers and industry experts has become increasingly important.

Trust Industry Turns to Peer Collaboration and Education as Technology, AI and Fiduciary Pressures Reach a Critical Inflection Point

The Association of Trust Organizations (ATO), a national organization, is helping trust company executives navigate that change by creating opportunities for education, collaboration, and candid peer-to-peer exchange throughout the year.

"The trust industry is being reshaped by forces that no single organization can navigate alone," said Jennie Menzie, President of the Association of Trust Organizations and Chairman, President and CEO of Cumberland Trust. "ATO exists to make sure companies are not figuring it out in isolation. When you bring together experienced professionals who are willing to share what they are seeing and what they are doing about it, everyone gets better. That is what ATO is built around."

Through its Annual Meeting, virtual Speaker Series, Peer Exchange discussions and other year-round initiatives, ATO brings together trust executives, fiduciary professionals, and industry subject matter experts to explore issues affecting trust organizations today and in the future.

ATO's 2026 next Annual Meeting is in Park City, Utah, September 21-23, chaired by Bill McFadden, President and CEO of GreenHill Investment Reporting.

"Assembling this year's agenda has been a reminder of how much is competing for trust company leaders' attention right now," said McFadden. "Every conversation I have had with speakers, moderators and member firms in preparing for Park City has reinforced the same thing: the leaders navigating this environment best are the ones most connected to their peers. ATO creates that environment. I am proud to play a role in bringing it together this year."

Trust organizations looking to strengthen industry relationships and stay ahead of emerging issues should visit the ATO website to learn more.

About the Association of Trust Organizations

ATO is dedicated to supporting trust organizations through education, collaboration, networking, and the exchange of industry knowledge. Visit trustorgs.com.

Contact

Bill McFadden, President, GreenHill Investment Reporting

bill.mcfadden@ghill.com | 301.444.1900

Since 1991, GreenHill has delivered personalized investment analysis, reporting and monitoring services designed to keep pace with the changing needs of the financial services industry. An independent provider, GreenHill services bank and independent trust companies, RIAs, not-for-profits, family offices, law firms and endowments. To learn more, visit GHill.com.

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SOURCE GreenHill Investment Reporting