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Round Table Presentations [clear filter]
Wednesday, April 22

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.

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
Thursday, April 23

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.

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