Philanthropy Partners of the Cape and Islands (PPCI) invites you to join us in-person at noon on Thursday, April 9th, 2026 at Alberto’s Ristorante in Hyannis.
Guest speakers Claudia Bender, Vice President & Relationship Manager, and Ryan Martin, Vice President, Portfolio Manager, at Rockland Trust, will be presenting:
Investment Committee and Endowment Management Best Practices
This session is designed to review investment committee and endowment best practices for executives, board members, and investment/finance committee members. Rockland Trust will discuss the importance of establishing an investment committee with members whose interests align with the organization’s mission statement and with the skill set to provide effective oversight. We will review the importance of an investment policy statement & spending policy, the recommended oversight of the investment manager, and the fiduciary responsibilities an organization has to its historical and future donors.
This event is FREE to attend with advance registration for current PPCI members; and $45 per person for guests/non-members. Lunch is included; and a selection of beverages will be available for purchase. Register early as space is limited!
About Our Presenters
Claudia Bender, CFP®, CTFA
Claudia Bender is a Vice President and Relationship Manager, and joined Rockland Trust in 2021. Claudia is responsible for the primary oversight of the account administration and helping clients reach their short- and long-term financial goals through detailed financial planning, wealth management, and estate planning analysis.
Claudia has worked in the financial services industry since 2005. Prior to joining Rockland Trust, Claudia held positions at Eastern Bank Wealth Management, Morgan Stanley, and Bank of America/Merrill Lynch. Claudia received her BA from Connecticut College and her MA from Boston University. She holds a Certificate in Financial Planning from Boston University and has had her CFP® designation since 2012. Claudia is also a designated Certified Trust and Financial Advisor (CTFA).
Claudia is on the Financial Stability Impact team for the Cape and Islands United Way, is the President-elect for the Estate Planning Council of Cape Cod and coaches her daughters Ice Hockey team. She lives in Marion, MA with her husband and two young children.
Ryan Martin
Ryan Martin is a Vice President & Portfolio Manager and has been with Rockland Trust since 2022. Ryan is responsible for integrating an investment strategy that reflect our clients’ objectives, financial goals and risk tolerance including custom asset allocation, long-term goal planning, and securities research.
Ryan has worked in the financial services industry since 2004. Prior to joining Rockland Trust, he spent 17 years at Eastern Bank Wealth Management where he was most recently a Vice President and Relationship Manager managing portfolios for high net-worth individuals and institutions. Ryan received his BS degree in Finance from Bentley University.Ryan is on the Finance Committee for the Town of Mansfield and is a board member and coach for Mansfield Youth Lacrosse. He resides in Mansfield with his wife and two children and enjoys skiing in his spare time.
Thank you 2025-2026 Sponsors! Brought to you in part by Cape Cod 5 and the Kelley Foundation, Inc.
