Topic Description

Philanthropy today is about more than writing checks to charities. Your clients are expanding how they view their philanthropy and their impact on the community – and they rely on their trusted advisors’ expertise to bring their plan into action. This year’s Capstone Advisor Session panel will discuss unique, timely and complex scenarios that incorporate both deductible and non-deductible contributions from the perspectives of a philanthropic advisor, estate planning attorney and family office & family business consultant. The panel of experienced professionals will discuss new trends in philanthropy, personal examples, and ideas for helping clients develop a macro-level view of their philanthropic strategy.

Sponsors

This event would not be possible without our generous sponsors.

Speakers

JAMES P. CASHMAN

Partner, Berliner Cohen

Mr. Cashman represents a wide variety of families and individuals in estate planning matters, including wills, living trusts, insurance trusts, complex trusts, educational trusts, charitable trusts, family partnerships, foundations and probate and estate administration matters. Mr. Cashman has been recognized as a Northern California Super Lawyer in Trusts and Estates and has served as The Managing Partner of Berliner Cohen for the last six years.

TOM CROTTY

Family Office Practice Leader, Sensiba San Filippo LLP CPAs

Tom brings more than 40 years of business, accounting, finance, and entrepreneurial experience to his role with Sensiba San Filippo LLP “SSF”.

After serving as a Senior Audit Manager with KPMG, Tom has been the Controller, CFO/COO and/or Executive Vice President for several growth oriented family owned businesses in the construction, real estate development, mortgage banking and distribution industries. Just prior to joining SSF, Tom served families and family offices with Ascent Private Capital Management of US Bank and Cresset Capital Management, both multi-family offices. Tom has also served as the Business Unit President/Senior Managing Director of the San Francisco Bay Area practice for CBIZ MHM, one of the top ten national CPA firms.

Tom’s non-profit board experience includes being the former President of the Board for Catholic Charities of Santa Clara County, Chair of the Board of Montalvo Arts Center, and served on the Board of Trustees of ALearn, now integrated with the Silicon Valley Education Foundation. Tom has also served on the Board of Directors for a $50 million ESOP for-profit company.

Tom is a Certified Public Accountant (inactive). He earned his bachelor’s degree “BSC” from Santa Clara University and a master’s degree “MBA” from UCLA Anderson’s Graduate School of Management.

JULIA MATSUDAIRA

Senior Vice President - Impact Advisory, Jordan Park

Julia is a Senior Vice President in the Impact Advisory practice at Jordan Park, an independent registered investment advisory (RIA) that provides investment management and financial advice to a distinct community of individuals, families, and institutions.

Julia joined Jordan Park in 2017. Prior to joining Jordan Park, Julia was a Vice President in the Private Wealth Management Division of Goldman Sachs from 2014 to 2017. Previously, Julia spent 10 years in the nonprofit sector where she developed expertise in strategic planning, program evaluation, human capital management, and fundraising through her work at several leading organizations, including Summer Search and Citizen Schools. Julia volunteers on advisor councils for The Catholic Community Foundation, The San Francisco Foundation, East Bay Community Foundation, and Marin Community Foundation.

Julia earned her BA with High Honors from Wesleyan University and her MBA from Cornell University, where she was a Roy H. Park Leadership Fellow and an Environmental Finance and Impact Investing Fellow.

Moderator

MARY QUILICI AUMACK

CEO, The Catholic Community Foundation

Mary Quilici Aumack is the Chief Executive Officer of the Catholic Community Foundation where she has helped further the Foundation’s mission of creating FOREVER VALUE for the past 10 years. Prior to joining the foundation, Mary’s career was in high tech, including Vice President for Hewlett Packard, where she managed a $1Billion Enterprise Distribution business. Mary has a strong background in philanthropy. She is a former board member and current emeritus board member of Catholic Charities of Santa Clara County. She is a member of the Board of Fellows of Santa Clara University.

The Capstone Advisor Session is the Catholic Community Foundation’s annual event for professional advisors – CPAs, estate planning attorneys, wealth managers, insurance professionals and related professionals. Through this event, the Foundation aims to inspire and equip professionals around topics of philanthropy.