Trustee Basics - Course 4

  • 11 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Trustee Basics Course 4 provides further guidance on various approaches to identifying individual and corporate trustees. Steps are discussed regarding the process of sourcing trustee candidates, including writing a job description, vetting, interviewing, and prioritizing the best candidates. Read More

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Overview

  • Goals

Trustee Search Process

  • Trustee Job Description

  • Sourcing and Vetting

  • The Interview

  • Best Practices

  • Trustee Compensation

  • Trustee Compensation (cont.)

Exiting Trustees

  • Trustee Offboarding

  • Trustee Offboarding (cont.)

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trustee Basics Course 4 provides further guidance on various approaches to identifying individual and corporate trustees. Steps are discussed regarding the process of sourcing trustee candidates, including writing a job description, vetting, interviewing, and prioritizing the best candidates. This course also shares insights regarding trustee compensation and effective ways to transition trustee duties to a successor.
  • What key criteria is important to identify when you need to fill particular trustee positions?
  • How do you craft the position description and set the expectation for the type of trustee you hope to attract?
  • Where do you find good trustee candidates?
  • How do you set them up for success once selected?

Customers Review

4.7 out of 5

2 customer ratings

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Lee M.
June 4, 2020
In depth review of benefits and potential pitfalls around selecting trustees.
Robin M.
June 4, 2020
Pleasantly surprised by the topics covered like interviewing Trustees! Forms were imbedded versus a download format.