Don Trone

CEO, Behavioral Governance Institute

Don was the founding CEO of fi360, which he left in 2007. He was the founder and President of the Foundation for Fiduciary Studies; and, the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as the “Father of Fiduciary” and one of the 35 most influential people in the financial services industry. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council. And, in 2007 he testified before the U.S. Senate Finance Committee on the fiduciary issues associated with the management of retirement plans.

Don is the author or co-author of ten books on the subject of fiduciary responsibility, portfolio management, and leadership. He is a graduate of the U.S. Coast Guard Academy, and served for ten years on active duty, most notably as a search and rescue helicopter pilot. He has a Master’s from The American College and has completed post-graduate studies in theology from the Pittsburgh Theological Seminary and Trinity Episcopal Seminary.

Matthew Bertram

 Matthew Bertram is the IT Decentralization Practice lead at Future Point of View, specializing in business intelligence, artificial intelligence, strategic planning, and business process automation. He has spent his career at the forefront of data intelligence and automation.

At FPOV, he leads clients in diverse industries such as energy, education, and finance through citizen data science and citizen automation programs. In these programs, Matthew teaches non-technical team members how to amplify their impact through skillful use of data and automation, using cutting-edge techniques to propel their organizations forward.

Matthew spent over a decade at Kimray, an international manufacturer in the oil and gas industry. In his final three years at Kimray, he was the firm’s emerging technology director. In this role, Matthew oversaw proof-of-concept projects for augmented reality, virtual reality, artificial intelligence, and robotic process automation. He supervised and led a team through business intelligence initiatives and data rules engine development.

Matthew graduated from Thomas Edison University in New Jersey with a Bachelor of Science in Business Administration, Computer Information Services. He is also a graduate of the Stanford University Design Thinking Bootcamp as well as a Microsoft Certified Solution Developer, Microsoft Certified Application Developer, and Certified Scrum Master.