Emerging LeadersCEPC’s Emerging Leaders group is focused on estate planners looking to accelerate their career growth and connect with like-minded individuals on the path to leadership excellence in the community. We also encourage established estate planning leaders to attend by bringing an Emerging Leader with them to help build the emerging leaders community.
Upcoming Emerging Leaders Event
CEPC Emerging Leaders, In Discussion - November 13, 2024
5:30pm - 7:00pm | Foundation for the Carolinas
We look forward to a discussion with Doug Benson (Chief Administrative Officer & Chief Risk Officer, Foundation for the Carolinas) and Kerri Mast (Principal, Senior Wealth Planner, Head of Philanthropic Advisory, Brown Brothers Harriman) about non-profit board service for emerging leaders. Doug and Kerri will share their experience, expertise and insight about the importance of board service to our community and non-profits and how to select and vet board opportunities to make sure interests and skills and align with expectations and responsibilities. CEPC’s Emerging Leaders group is focused on estate planners looking to accelerate their career growth and connect with like-minded individuals on the path to leadership excellence in the community. We also encourage established estate planning leaders to attend by bringing an Emerging Leader with them to help build the emerging leaders community. Speakers:  Doug Benson is Chief Administrative Officer & Chief Risk Officer at Foundation For The Carolinas, the fifth-largest community foundation in the United States. In this role, he focuses on policy, procedure and strategy as he works closely with teams across the organization to ensure both the Foundation and its key lines of business operate effectively. Additionally, he oversees the Foundation’s risk management and serves on the executive team. Doug works closely with donors and their professional advisors to implement sophisticated lifetime and testamentary giving techniques to accomplish the donors’ philanthropic and tax objectives. He also coordinates the planning, negotiation and acceptance of complex gifts, including gifts of closely held business interests, real estate and other non-cash assets. Since joining the Foundation, he has played a key role in facilitating charitable gifts of non-cash assets in excess of $300 million. Prior to joining FFTC in 2012, Doug practiced as an estate planning attorney for 12 years with Moore & Van Allen PLLC in Charlotte and with Sutherland Asbill & Brennan LLP (now Eversheds Sutherland) in Washington, D.C. His practice areas included estate planning and administration, tax planning, and charitable planning.
As a national leader of the Philanthropic Advisory practice, Kerri works to create an environment where families can engage in conversations about wealth, values, legacy, and impact. Prior to joining the firm, Kerri worked at Foundation For The Carolinas, where she advised donors and their professional advisors on issues relating to charitable giving and nonprofit governance. Prior to that, Kerri practiced law at Moore & Van Allen PLLC, where she advised families of substantial wealth on estate and tax planning matters. Kerri is a Fellow of the American College of Trust and Estate Counsel. She serves on several boards and committees, including The Nature Conservancy (North Carolina Chapter) Board of Trustees (chair), Homeowners Impact Fund Board of Trustees, HopeWay (Endowment Committee), Queens University Planned Giving Advisory Council (chair), Atrium Health Planned Giving Advisory Council, and Women’s Impact Fund (Environment Grants Committee). She received a B.A. in psychology cum laude from Wake Forest University and a J.D. with honors from Emory University School of Law.
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Kerri Mast is a Principal with extensive experience advising business owners and families of generational wealth. She helps clients achieve their goals relating to estate planning, philanthropy, business succession, and tax minimization. She provides clients with the resources they need to navigate transitions successfully and to help families thrive.Upcoming Events
Wed Nov 13, 2024CEPC Emerging Leaders, In Conversation: Above Board: How to Effectively Identify, Contribute to and Benefit from Non-Profit Board Service Opportunities Category: Emerging Leaders |
