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Round Table Presentations [clear filter]
Wednesday, April 22
 

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
 
Thursday, April 23
 

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