Everyone Wins! The Benefits of Hosting a Professional Advisor Network at a Non-Profit
Presentation date: Wednesday, May 19 2021
| Topic | Facilitator |
| Opening | MGPA |
Overview of the Professional Advisors Network at WFMN
|
Lizzie |
Benefits and barriers to the relationship between professional advisors and fundraisers
|
Kim/Jayne |
Deeper dive on financial tools and gift processes
|
Cody |
Sharing experiences and perspectives
|
Kim
Jayne |
| Closing | MGPA |
About our Speakers:
Lizzie King
Senior Development and Planned Giving Officer
Lizzie King joined the Women’s Foundation of Minnesota in 2018 as the executive assistant to the vice president. In February of 2019, Lizzie joined the development team as a development officer. Lizzie began her career working for Amy Klobuchar’s U.S. Senate campaign in 2005. Following her work for Senator Klobuchar’s U.S. Senate office, Lizzie joined Senator Obama’s Presidential campaign in 2007, and eventually transitioned into the White House as the President’s deputy director of scheduling. At the end of 2013, Lizzie returned to Minnesota to be closer to family and continue her work in local campaigns and event management. Lizzie earned a BA in government, with a focus in women’s rights and human rights, and a minor in religion, from Connecticut College in New London, Connecticut.
Kim Stone
Vice President of Advancement & External Relations
As Vice President of Advancement & External Relations, Kim Stone provides strategic direction and leadership for fundraising, resource development, strategic communications and marketing for the Women’s Foundation of Minnesota. Most recently, Stone was Senior Vice President of Advancement and Innovation for Greater Twin Cities United Way, where she oversaw the strategy development and implementation of the organization’s fundraising and stewardship efforts to meet immediate and long-term goals. A native of St. Paul, Stone holds a master’s in international business administration from Nova Southeastern University, and a BA in mass communication, with an emphasis in public relations from Minnesota State University, Mankato.
Jayne Ellegard
Founder & Coach of Ellegant Wealth
Jayne Ellegard empowers women to show up and own their financial journey with Courage, Confidence, and Wisdom!
After thirty-four years of managing wealth for high-net-worth individuals and wealthy families across the United States, Jayne made the leap to entrepreneurship. She is uniquely qualified, with REAL experience and a variety of certifications and credentials. But even more important, she has an intense passion for providing women with a way to learn about money that’s enjoyable and fun—yes, fun!
Jayne is no longer serving as an advisor, so she is free of any conflicts. She isn’t selling any investment products or trying to gather assets under management. She worked for large corporations such as U.S. Bank, Piper Jaffray, and Cargill/Waycrosse. She has her master of business administration (MBA) from the University of St. Thomas, was a certified financial planner (but is no longer active or registered), is a certified career coach & counselor from Adler Graduate School, and is a results-based trained coach through the Neuroleadership Institute.
Jayne observed first-hand the overwhelming feelings that divorced or widowed women experienced when they had not been engaged (or in some cases not even included) in the conversations about their financial situations. She decided to step away from managing investments to focus on closing the financial education gap by teaching women to demand what they need and deserve. Jayne transforms women from “deer in headlights” to financial superstars!
Her book, Financial Empowerment for Women: Your Guide to Courage, Confidence & Wisdom!, is now available.
A “nice” Minnesotan who grew up in International Falls, the icebox of the nation on the Canadian border, Jayne grew up with ten sets of aunts and uncles and forty-seven cousins. She learned how to drive a stick-shift in Duluth in the middle of winter (she doesn’t recommend it), loves lake-related activities in both summer and winter, and is no stranger to the long Minnesota goodbye. Her son and brother were Minnesota State hockey champions forty years apart, and she’s been married to her best friend for almost thirty years.
Cody Tresselt-Warren, CFP®
Senior Wealth Planner
Cody Tresselt-Warren is a senior wealth planner for Wells Fargo Private Bank in the Great Lakes. Mr. Tresselt-Warren works with clients to help develop custom and implement wealth plans based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.
Mr. Tresselt-Warren brings over 10 years of experience in the financial services industry to the planning team. Prior to re-joining Wells Fargo, Mr. Tresselt-Warren was a Trust Officer at U.S. Bank Private Wealth Management. While there, he advised high net worth clients on planning, focusing on estate tax and charitable planning.
He also previously served as a Wealth Manager at Accredited Investors, Inc. and as a Tax Accountant at Wells Fargo.
Mr. Tresselt-Warren earned a Bachelor of Arts, magna cum laude in Accounting and Religion from Augsburg University, and Master of Business Taxation from the University Of Minnesota Carlson School Of Business. He has also earned his Certified Public Accountant (CPA) (not currently practicing) and a Certified Financial Planner™ (CFP®) designations.
Mr. Tresselt-Warren is a member of the Minnesota Society of CPAs and American Institute of CPAs. He is an active volunteer with BestPrep and the Women’s Foundation of Minnesota. Mr. Tresselt- Warren lives in the Twin Cities with his wife and two children. When not busy with family activities, he enjoys cooking, Excel spreadsheets, and pretending to golf.
