Twenty-Sixth Annual Session

Fiduciary Essentials Forum

Sponsored by Campbell University

For Trust Professionals, Investment Advisors,

Accountants, and Attorneys

Grandover Resort and Conference Center

Greensboro, North Carolina

Thursday, November 8, 2007

Speaker Biographies

Roger A. Pond is currently a partner in The Fiduciary Education Center, LLC.  He is a former Trust Professor in the Lundy-Fetterman School of Business at Campbell University, the only university to offer a trust degree in the United States.   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; 3 in her current position, 3 with Campbell University and 24 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 Financial Trust Advisor.  She is a graduate of Southeastern Trust School, National Graduate Trust School and Cannon Trust Schools I, II and III.

Back to Fiduciary Essentials Forum Main Page