The Independent Trustee Alliance: A Fresh Take on a Rising Profession

Date: February 20, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Kevin Quinn, Co-Founder and President, Independent Trustee Alliance

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

The Independent Trustee Alliance (ITA) was born from collaboration and professional relationships established at PPI Rendezvous. We believe the independent trustee is a rising profession though one that is leaves many people asking “What is an Independent Trustee and how can I be assured you know what you’re doing?”. The ITA is the answer to this question. In this session, we will discuss how through education, certification and collaboration the ITA will define this role and be at the forefront of a new way to serve families.
Introduction to Our Guests Speaker

Kevin is the co-founder and President of the Independent Trustee Alliance. In 2014 he stepped from his role of family member trustee and hung out his shingle as a professional independent trustee. In his career, Kevin has worked for both large corporations and small companies. As a certified Project Management Professional (PMP) he has years of experience leading long-term strategic multi-million dollar business and information technology projects for senior and ‘C’ level executives. As a small business owner, he has operated a consulting and staffing company and been responsible for all aspects of operations including payroll, accounting, human resources and employee relations. It is this “non-traditional” background that allows him to see the world of the trustee through fresh eyes and led to the formation of the ITA.

Not a Member? Request Guest Access Below

 
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Teleconferences & Webinars

Tuesday, February 6th 
Noon ET (60 Minutes)
How Do We Get Out of the Opioid Epidemic?
David L. Brown, M.D., FACHE, Founder, Curadux

Tuesday, February 13th
Noon ET (60 Minutes)
Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos
Heidi K. Gardner, PhD, Author, Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos, Distinguished Scholar, Harvard Law School Center on the Legal Profession

Tuesday, February 20th 
Noon ET (60 Minutes)
The Independent Trustee Alliance: A Fresh Take on a Rising Profession
Kevin Quinn, Co-Founder and President, Independent Trustee Alliance

Tuesday, February 27th
Noon ET (60 Minutes)
Overview of Membership Benefits & Virtual Tour of Website (Highlighting New Member’s Pages)  Members Only

By |2018-02-01T10:56:50+00:00February 1st, 2018|Best Practices for Trusts, Trustees & Beneficiaries|