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Round Table Presentations [clear filter]
Wednesday, April 22

1:00pm EDT

Round Table Session 1: Option 1-

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
Thursday, April 23

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.

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