Josh Yager - CE/CPE/CPD Courses Ideal for CPA/PFS TEP ChFC CSA

Josh Yager

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  • 4.6 / 5
  • Trust Management and Oversight
  • Governance Consulting
  • Legal and Fiduciary Expertise
  • Public Speaking and Education

Josh Yager is a recognized expert on the management and oversight of trust assets. He lectures and writes extensively on the policies, procedures, and practices for the prudent administration of trusts. He has been invited to speak to various Bar associations, CPA chapters, estate planning councils, Professional Fiduciary Association forums and AICPA national events. Josh has testified on prudent governance practices before in the California Courts, the Texas Pension Review Board and the Alaska Retirement Management Board. Josh has led governance consulting engagements for the boards of public pension funds responsible for assets in excess of $30b, foundation and endowment boards with assets in excess of $250m and for individual trustees with modestly funded trusts.

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