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Roger Pond​
Partner

  • 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 in the Trust Program at Campbell University
  • B.A. from Duke University and J.D. cum laude from Washington and Lee University School of Law

Becky Kelly
Managing Partner

  • Executive Director of the Trust Education Foundation, Inc.
  • Served as Compliance Officer and senior trust manager at a community bank
  • Worked 25 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

Patrick J. Kelly
Consulting Associate

  • 30 years of audit and compliance experience on the bank and trust side with SunTrust, First Citizens and in the Community Bank arena
  • Graduate of Southeastern Trust School
  • Certified Internal Auditor (CIA)
  • Certified Systems Auditor (CISA)
  • BA from the University of Virginia
  • MBA from James Madison University

The Fiduciary Education Center was established in 2002 by fiduciary experts Becky Kelly and Roger Pond. Having originally met as bank trust colleagues, all of us have worked in trust and financial services for over 40 years. Our combined 100+ years of experience enables us to fully understand your company’s training needs.

In 2008, we wrote 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.

We develop our own course curricula and personally conduct all FEC training programs. We also coordinate our various resources and outreach efforts, including forming strategic relationships with both wealth management and legal professionals and their firms.​

Meet the Principals