Pooled Trusts Intensive

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11:15 a.m.-12:15 p.m.

Lessons Learned: Protecting the Trust's Assets from Corporate Misconduct

Stephen Dale and David Goldfarb

12:15 p.m.-1:15 p.m.

Administering Stand Alone Trusts: Differences and Similarities to the Pooled Trust and the Many Considerations in Between 

Megan Brand, Bradley Frigon, and Peter Wall

1:25 p.m.-2:25 p.m. 

2024 Supplemental Security Income (SSI) Program Update

Kenneth Brown

2:25 p.m.-3:25 p.m. 

Legislative Update/Call to Action

David Goldfarb, and Roxanne Chang

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  • PowerPoint

  • 3:25 p.m.-4:30 p.m. 

    Q&A with Speakers

    Pooled Trusts Intensive Speakers

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Pre-Recorded

Empowering Impact: Best Practices in Charitable Giving for Pooled Trusts

Kevin Hayde

Pre-Recorded

Compassion Fatigue: Understanding the Challenge and Cultivating Resilience

Brenna Galvin and Teresa Whitton

Pre-Recorded

Charting the Course: Navigating Succession Planning

Barb Helm and Kevin Hayde