Speakers for your group or event Banner Logo

Speakers for your group or event

The Trust Company of Tennessee values sharing knowledge, and we have experienced subject matter experts who welcome the opportunity to share with your business, civic or community group. From tips on how to unlock the value of your business to nonprofit investing best practices to retirement and beyond, our dynamic speakers are available to explore financial topics.

  • Contact us four weeks before your event.
  • Email info@thetrust.com to request a speaker.
  • Include pertinent information such as your group name, location and date.

Nonprofit Investing

  • Aligning Investments with Your Mission:
    How to pair your organization’s values with your investment goals by incorporating mission-aligned investing.
  • Approaching Donors about Qualified Charitable Distributions:
    How to approach donors about Qualified Charitable Distributions (QCDs), how the QCD process works and what the IRS requires.
  • Nonprofit Investing Best Practices & Trends:
    Covers management responsibilities, best practices and trends for nonprofit investing accounts, including foundations, endowments and quasi-endowments.
  • Starting Your Board’s First Investment Account and Committee:
    Tips and challenges of creating a board investment committee to oversee and evaluate a nonprofit’s investment portfolio.
  • Starting a Foundation, Endowment or Quasi-Endowment Fund:
    Foundational aspects of essential activities to roll out foundation, endowment or quasi-endowment fund.

Business Advisory Services

  • Increasing Business Value:
    Increase value by utilizing measurable business characteristics such as:

    • Stable and motivated management team.
    • Proven growth strategy.
    • Sustainable revenue and increasing cash flow.
    • Diversified customer base.
    • Documented system of internal controls and financial reporting.
  • Preserving Business Value:
    As a business grows, an owner can take action to sustain value and operations. Value preservation mitigates risk and can include:

    • Key employee retention, including compensation incentive plans.
    • Business asset protection, such as specific internal policies and procedures.
    • Business continuity planning to best address challenges and unforeseen events.
  • Unlocking Business Value:
    Three elements to unlock a business’ value are:

    • Estate planning:
      Comprehensive estate planning provides clear picture for owner’s estate to be transferred, ensuring personal, family and business goals are achieved.
    • Financial planning:
      Well-documented financial planning generates road map of current and future financial needs and addresses any resource gap.
    • Owner’s third act:
      As a business owner transitions out, personal financial and non-financial goals provide clear picture for life post-ownership.
  • Accelerating Growth while Planning for Business Transition:
    Structure a transition plan that aligns with the business owner’s terms:

    • Demystifying employee stock ownership programs.
    • Accessing private capital without private equity funds.
    • Leveraging government-sponsored programs, including tax credits, incentives and SBA financing.
  • Succession Planning for Business Owners:
    Comprehensive succession planning framework considers financial goals, ideal exit timing, leadership transition strategies and personal values. It aims to help business owners achieve retirement dreams and preserve legacies.

Preparing for the Future

  • Talking Money with Family:
    Set up your family for financial success by learning when and how to introduce financial concepts.
  • Life Can Get Messy – Don’t Leave it That Way:
    Learn how to preserve wealth and protect your family’s unique needs with trusts.
  • Property Planning:
    Discuss the what, why, who, when and how of transferring property to the next generation.
  • Preparing for Your Parents’ Future: Determine strategy for quickly accessing insurance, health, financial and legal information for loved ones in an urgent situation.
  • Preparing for the Unexpected:
    Major life events often come without prior notice; learn how to prepare for what may come.

Personal Finance

  • Investing 101:
    Learn about stocks, bonds, retirement accounts and more to help confidently plan for your future.
  • Women, Wealth and Well-being:
    Learn key tools, gain insightful knowledge, review available options and explore your relationship with money as you plan your financial future.
  • Know Thyself: Investing Personas:
    Invest with confidence by understanding how personality positively and negatively impacts your investment decisions.
  • College and Majors and Loans, Oh My!
    If your child is heading to or currently attending college, learn more about the decisions ahead such as majors and future income potential.
  • Take Charge of Your Financial Future:
    Your money is your money and can go as far as you plan and prepare. Learn how to make your money work for you.
  • Investment Themes for the Year:
    Learn how current or upcoming financial and geopolitical happenings affect you.
  • Budgeting 101:
    Find out which habits are beneficial and those that will hurt your wallet when it comes to budgeting.

Retirement Planning

  • Understanding the 401(k):
    Learn how 401(k)s work and why they’re a key element of financial planning.
  • Social Security: Your Questions Answered:
    Learn how to make the most of this important retirement benefit.

Retirement Plan Sponsor Education

  • Student Loans as a Retirement Benefit:
    Discover innovative ways to stand out as an employer or reduce turnover with student loan debt retirement benefits.
  • Who Are You Calling a Fiduciary?
    Learn about the fiduciary role and responsibilities, best practices for overseeing plans and where to get help when you need it.
  • Investment Selection and Monitoring:
    Explore common mistakes and best practices in investment selection and monitoring.
  • Increasing Employee Participation:
    Discover ways to increase employee participation in your retirement plan and common mistakes that discourage participation.
  • Employee Education and Advice:
    Learn more about the retirement plan advisor position and active role that advisors should play with participants.
  • Does your Retirement Plan Help Recruit, Retain and Reward Employees?
    Hear how your retirement plan could be a critical component of your benefits package to differentiate your company in today’s competitive job market.
  • Supercharge Retirement with Non-Qualified Plans:
    Learn how technology has allowed small and mid-sized companies to take a play out of Fortune 500 businesses’ playbook and add non-qualified plans.
  • Cybersecurity Best Practices:
    Discover how cybercriminals and hackers are targeting retirement plans and participant accounts to take out fraudulent distributions.
  • Are Your Plan Fees Competitive?
    Plan sponsors know they have a fiduciary responsibility to ensure that plan fees are reasonable, and this presentation reveals more about that process.
  • The Suitability of Cryptocurrency in 401(k) Plans:
    Learn about cryptocurrency and if it should be offered in your retirement plan.
  • 401(k) Participant Success Through Behavioral Finance:
    Learn behavioral finance techniques that you can use to help your employees succeed.

Email info@thetrust.com to request a speaker.