Partner Profiles

The Fiduciary Education Center was established in 2002 by fiduciary experts Becky Kelly and Roger Pond. Having originally met as bank trust colleagues, both of us have worked in trust and financial services for over 30 years. Our combined 60+ years of experience enables us to fully understand your company’s training needs.

We have written a comprehensive guide that provided trust departments with a step-by-step process on how to prepare for a risk management examination. Although the book is no longer in print, we have incorporated the content of the guide into our various training programs.

Our training expertise is often requested at industry conferences across the country.

Meet the Principals

Becky Kelly

Executive Director of the Trust Education Foundation, Inc.
Served as Compliance Officer and senior trust manager at a community bank
Worked 24 years with Bank of America and predecessors
Coordinated trust placement and executive education at Campbell University
Dean of the Southeastern Trust School – Campbell University
Certified Financial and Trust Advisor
Graduate of Southeastern Trust School, National Graduate Trust School and Canon Trust Schools I, II, and III
B.S. from Longwood College and M.B.A. from James Madison University

Roger Pond

33 years of trust experience in managing personal trust, employee benefits, corporate trust, tax, real estate, and financial planning
Managed a start-up trust department for a brokerage company
Member of the Executive Board of Directors of the Trust Education Foundation, Inc.
Assistant Director of Southeastern Trust School – Campbell University
Assistant Director of the Certifying Trust Bankers School at Pinehurst, North Carolina
Previously Professor of Business at Campbell University
B.A. from Duke University and J.D. cum laude from Washington and Lee University School of Law

Flexibility and Convenience

You can enlist our help on an as-needed basis or through an annual retainer relationship. And the content and length of our current courses can be customized to meet your, or your organization’s, unique needs.

Class sizes are determined by your needs. Although smaller groups make for better interaction among attendees, we are able to accommodate any size class. We also offer flexible training hours. In order for your office to remain fully staffed, a portion of your employees can be trained from early morning to noon with the remainder attending from noon to end of workday. We also offer one-on-one training via telephone or video conferencing.

If there’s a topic you’re interested in that you don’t see listed on our site, get in touch with us. We can develop a course especially for you.