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Round Table Presentations [clear filter]
Wednesday, April 22
 

1:00pm EDT

Round Table Session 1: Option 0- How to Run An Effective RFP Process
When your fiduciary responsibility to your beneficiaries includes securing the best and most prudent trust
management and investment advisory services partners, your selection process must be rigorous, effective, and well executed. During this round table Eric will cover the process and helpful frameworks for any RFP.

Speakers
ED

Eric DeGroot

Associate Executive Director, Wispact
Eric DeGroot is currently employed as the Associate Director at WisPACT. In this position he provides direction and oversight as it relates to the management of the organization. He studied Psychology at University of Wisconsin-Milwaukee and Oxford University UK. Prior to working... Read More →


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

1:00pm EDT

Round Table Session 1: Option 1-
Speakers
KW

Kimberly Watson

Program Director - Pooled Trust Services, Lutheran Social Service
Transitioning from a Corporate Trustee to Non-Profit Trustee - I worked for US Bank for 38 years before obtaining my Masters Degree and joining Lutheran Social Service - Minnesota native - History Buff


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

1:00pm EDT

Round Table Session 1: Option 2- Are you using the best technology tools to help you run your business?
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

1:00pm EDT

Round Table Session 1: Option 3- Special Needs Pooled Trusts Industry Research Study
PSNTs offer incredibly valuable support to a vulnerable population. Today, the industry is simultaneously rapidly maturing and under pressure. Practice leaders benefit from up-to-date information about important and emerging trends. This timely and comprehensive research study includes national data about offerings, market segments served, trust assets, and organizational structures.

Speakers
avatar for Lisa A. Cohen

Lisa A. Cohen

Principal and CEO, Capital Motion LLC
Lisa Cohen is the CEO and Principal of Capital Motion LLC. Lisa’s leadership, executive and entrepreneurial roles in the private and nonprofit sectors include board development and governance, investment management, mission-aligned investing, research and analytics, marketing and... Read More →


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

1:00pm EDT

Round Table Session 1: Option 4- The Human Experience of Disability
During this round table Sarah shares the concept that disability is a human experience and that disability is something that can happen to anyone at any given time. She uses the talking points of Disability Culture, Self-Advocacy, Person-Centered planning and Self-Direction to create dialog on how the community of people who experience disability have the human right to live however they wish to.

Speakers
avatar for Sarah Vazquez

Sarah Vazquez

Speaker, Sarah Vazquez Speaks
I’m a national motivational speaker, advocate, and author. I’ve presented at the Council for Exceptional Children’s International Teachers’ Convention; the staff at Eastern North Carolina School for the Deaf. She was one of three advocates brought to Washington, DC by the... Read More →


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

1:00pm EDT

Round Table Session 1: Option 5-
Speakers
avatar for Doug Jackson

Doug Jackson

Deputy Director, STABLE Account
I am excited to be your ABLE account direct resource. Let's talk about how we can work together.


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

1:00pm EDT

Round Table Session 1: Option 6- Trauma Informed Care: Practical Applications
In this round table Dr. Wyatt will provide examples and facilitate dialogue regarding how to apply Trauma Informed Care principles to our daily work interactions.

Speakers
avatar for Jeannette Wyatt

Jeannette Wyatt

Associate Professor within the Center for Social Work, Widener University
Dr. Wyatt is a faculty member in the Center for Social Work at Widener University and teaches in the Masters and Doctoral programs. She has worked with various populations in inpatient mental health and drug and alcohol, outpatient mental health, residential services, child welfare... Read More →


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

1:00pm EDT

Round Table Session 1: Option 7-
Speakers
BH

Barb Helm

Executive Director, Arcare, Inc.


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

1:00pm EDT

Round Table Session 1: Option 8-
Speakers
DS

Dorian Sylvester

Executive Director, Corporation of Guardianship
HV

Hannah Vaughan

Legal Consultant, Corporation of Guardianship


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

1:00pm EDT

Round Table Session 1: Option 9-
Speakers
JK

John Kitchen

Attorney, John Kitchen Law Offices


Wednesday April 22, 2020 1:00pm - 1:45pm EDT
TBA
 
Thursday, April 23
 

12:30pm EDT

Round Table Session 2: Option 0- How to Run an Effective RFP Process
When your fiduciary responsibility to your beneficiaries includes securing the best and most prudent trust management and investment advisory services partners, your selection process must be rigorous, effective, and well executed. During this round table Eric will cover the process and helpful frameworks for any RFP.  

Speakers
ED

Eric DeGroot

Associate Executive Director, Wispact
Eric DeGroot is currently employed as the Associate Director at WisPACT. In this position he provides direction and oversight as it relates to the management of the organization. He studied Psychology at University of Wisconsin-Milwaukee and Oxford University UK. Prior to working... Read More →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 1- Are you using the best technology tools to help you run your business?
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 →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 2- Special Needs Pooled Trust Industry Research Study
PSNTs offer incredibly valuable support to a vulnerable population. Today, the industry is simultaneously rapidly maturing and under pressure. Practice leaders benefit from up-to-date information about important and emerging trends. This timely and comprehensive research study includes national data about offerings, market segments served, trust assets, and organizational structures.

Speakers
avatar for Lisa A. Cohen

Lisa A. Cohen

Principal and CEO, Capital Motion LLC
Lisa Cohen is the CEO and Principal of Capital Motion LLC. Lisa’s leadership, executive and entrepreneurial roles in the private and nonprofit sectors include board development and governance, investment management, mission-aligned investing, research and analytics, marketing and... Read More →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 3-
Speakers
HB

harriet blank

director, Ohel Childrens Home and family services
Harriet Blank LCSW is Director of Life time care and Geriatric Services. Her professional experiences are throughout the healthcare continuum which includes acute care and long term care. She has been involved with developing programs that help clients and their caregivers for many... Read More →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 4-
Speakers
avatar for Doug Jackson

Doug Jackson

Deputy Director, STABLE Account
I am excited to be your ABLE account direct resource. Let's talk about how we can work together.


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 5- Investment Management Fundamentals: Understanding the basics to improve beneficiary communications
Helping the people you serve means needing to know something about how their money is managed. This round table will introduce you to key market concepts and terminology. We’ll discuss what you need to know to communicate effectively with your beneficiaries, along with answers to their most common questions.

Speakers
avatar for George Shehata

George Shehata

Vice President, Investment Advisory, True Link Financial
George is the Vice President of Investment and Product Management at True Link Financial. He has nearly 20 years of investment and technology experience, most notably, in leadership roles at BlackRock and LendingClub. George brings expertise in building investment products, technologies... Read More →


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 6-
Speakers
BH

Barb Helm

Executive Director, Arcare, Inc.


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 7-
Speakers
DS

Dorian Sylvester

Executive Director, Corporation of Guardianship
HV

Hannah Vaughan

Legal Consultant, Corporation of Guardianship


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 8-
Speakers
JK

John Kitchen

Attorney, John Kitchen Law Offices


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA

12:30pm EDT

Round Table Session 2: Option 9-
Speakers
KW

Kimberly Watson

Program Director - Pooled Trust Services, Lutheran Social Service
Transitioning from a Corporate Trustee to Non-Profit Trustee - I worked for US Bank for 38 years before obtaining my Masters Degree and joining Lutheran Social Service - Minnesota native - History Buff


Thursday April 23, 2020 12:30pm - 1:15pm EDT
TBA