Loading…
Back To Schedule
Wednesday, April 22 • 1:00pm - 1:45pm
Round Table Session 1: Option 2- Are you using the best technology tools to help you run your business?

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

In this round table, we’ll discuss some of the tools that pooled trusts use to improve their workflows, provide better service to their beneficiaries, and extend their outreach to the communities they serve and work with.

Speakers
avatar for Claire McDonnell

Claire McDonnell

COO, True Link Financial
Claire is the Chief Operating Officer at True Link Financial. Claire’s experience in strategy, operations, and compliance ranges from management consulting for multibillion-dollar  to venture capital diligence to financial services operations. A founder of two venture-backed companies... Read More →


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA

Attendees (1)