Elevating Philanthropy. Elevating Your Practice.
The Oklahoma City Community Foundation is excited to offer this free training designed to enhance the knowledgeable service you give your clients as you help them maximize tax advantages and extend their legacy.
May 16, 2025
Complimentary Lunch served at 11 a.m.
Program is from 11:30 a.m. to 1:30 p.m.
Limited to 65 participants
One-Hour General CLE
One-Hour Ethics CLE (pending)
Registration Opens April 4
Add a reminder to register!
Meet the Speakers
Featured Speaker
William Jarvis
Managing Director of Market Strategy & Delivery
Bank of America
***
William Jarvis is a Managing Director, Market Strategy and Delivery with Bank of America Private Bank based in New York. Experienced with investment policy and governance for endowed nonprofit organizations, he is responsible for strategic thought leadership with institutional and private philanthropic clients.
Bill is a financial services executive and attorney who brings 35 years of experience to this role. He joined Bank of America Private Bank (formerly U.S. Trust) in 2017 from Commonfund, where as the Executive Director of the Commonfund Institute he led that firm’s educational, research and professional development activities, serving as Commonfund Institute’s Head of research for over ten years. During the course of his career, he has worked at JP Morgan, Greenwich Associates, and Davis Polk & Wardwell.
Bill holds a B.A. in English Literature from Yale University, a J.D. from the Northwestern University School of Law, and an M.B.A. from the J.L. Kellogg Graduate School of Management. Bill does not provide legal advice in his role at Bank of America Private Bank.
William Jarvis
Managing Director of Market Strategy & Delivery
Bank of America
***
William Jarvis is a Managing Director, Market Strategy and Delivery with Bank of America Private Bank based in New York. Experienced with investment policy and governance for endowed nonprofit organizations, he is responsible for strategic thought leadership with institutional and private philanthropic clients.
Bill is a financial services executive and attorney who brings 35 years of experience to this role. He joined Bank of America Private Bank (formerly U.S. Trust) in 2017 from Commonfund, where as the Executive Director of the Commonfund Institute he led that firm’s educational, research and professional development activities, serving as Commonfund Institute’s Head of research for over ten years. During the course of his career, he has worked at JP Morgan, Greenwich Associates, and Davis Polk & Wardwell.
Bill holds a B.A. in English Literature from Yale University, a J.D. from the Northwestern University School of Law, and an M.B.A. from the J.L. Kellogg Graduate School of Management. Bill does not provide legal advice in his role at Bank of America Private Bank.
The Ethics of Generosity Panelists
Ginny Bass Carl, J.D.
Giving Well LLC
Jennie Hill, Esq.
Nonprofit Solutions Law
Jeri Holmes, Esq.
Nonprofit Solutions Law
Ginny Bass Carl, J.D.
Giving Well LLC
Jennie Hill, Esq.
Nonprofit Solutions Law
Jeri Holmes, Esq.
Nonprofit Solutions Law