We encourage you to register quickly as we must limit participation to the first 100 received. If enrollment exceeds 100 when you register, you will be promptly notified and will, of course, receive a full refund. The registration fee of $250 ($225 for groups of five or more) includes lunch at the Grandover, refreshments served at breaks, all program materials, and a certificate of attendance. Payment should be made to the Trust Education Foundation, Inc.
Click here for a printable Registration form.
For the first 15 paid registrants staying at Grandover, the registration fee is discounted to $175.
For more information, contact:
Jimmy Witherspoon
Director, Trust Management Programs
Campbell University
Phone: 910-893-1387
E-mail: witherspoon@campbell.edu
Forum Topics
Background of Fiduciary Law
Definition of the Fiduciary Relationship
Back to Trust Basics
Activities Creating Fiduciary Liability
CPE Credit Information
Approval pending
Recommended: 9 hours maximum
Campbell University is registered with the North Carolina State Board of CPA Examiners as a sponsor of continuing professional education. Complaints or comments regarding registered sponsors may be addressed to the NC State Board of CPA Examiners, P.O. Box 12827, Raleigh, North Carolina 27605-2827.
CLE Credit Information
(Approval Pending)
The North Carolina Bar Association has approved this program for a total of 7.5 hours of CLE credit.
Certified Financial Planner
(CFP®) Credit Information
This program meets the requirements of the Certified Financial Planner Board of Standards, Inc. for 9 continuing education hours.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner TM, and federally registered CFP (with flame logo), which it awards to individuals who successfully complete the initial and ongoing certification requirements.
CTFA Credit Information
The Institute of Certified Bankers has approved this program for 9.75 hours of credit in the Fiduciary Law discipline.
Speaker Biographies
Roger A. Pond is currently a partner in The Fiduciary Education Center, LLC. He is the Assistant Director of The Southeastern Trust School and the Trust Advisors Forum at Pinehurst as well as a member of the Board of Directors of the Trust Education Foundation, Inc. He holds a B.A. from Duke University and a J.D. from Washington and Lee University in Lexington, VA. He taught for seven years in the Trust Program at Campbell following a distinguished 25-year career in the trust industry.
Becky T. Kelly is currently a partner in The Fiduciary Education Center, LLC. She is the Dean of the Southeastern Trust School and Executive Director of the Trust Education Foundation, Inc. She has been in the trust industry for 30 years – three years with the Fiduciary Education Center, three years with Campbell University and 24 years with Bank of America and its predecessors. Becky holds a B.S. from Longwood College and an M.B.A. from James Madison University as well as being a Certified Trust Financial Advisor (CTFA). She is a graduate of Southeastern Trust School, National Graduate Trust School and Cannon Trust Schools I, II and III.
The Fiduciary Essentials Forum is a basic program for trust officers, investment advisors, brokers, and others who provide fiduciary services. It also can be beneficial for support staff that often interacts with clients. This year’s forum will be held Thursday, November 8, at the picturesque Grandover Resort in Greensboro, North Carolina.