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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
 
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