GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Jeff Gerold
Meet Jeff Gerold, CFP®, CEPA®:
Jeff Gerold, CFP®, CEPA® is the Senior Director of Development, Southwest and leads the U.S. West Team of Regional Directors at National Philanthropic Trust (NPT). Jeff is based in Austin, Texas.
Jeff began his career...
ABOUT JEFF
Meet Jeff Gerold, CFP®, CEPA®:
Jeff Gerold, CFP®, CEPA® is the Senior Director of Development, Southwest and leads the U.S. West Team of Regional Directors at National Philanthropic Trust (NPT). Jeff is based in Austin, Texas.
Jeff began his career in financial services in 1998 with a focus on charitable planning since 2007. He has experience in managing contributions of real estate and private company stock. Jeff enjoys helping clients achieve their philanthropic goals through gift planning that reduces federal income and capital gains taxes, ultimately turning those savings into gains for charity.
Jeff is a Central Texas native and a graduate of the University of North Texas in Denton. In 1998, he began his career in financial services and in 2005, Jeff fulfilled the educational and exam requirements to be a Certified Financial Planning (CFP®) Practitioner. In 2019, Jeff attained the Certified Exit Planning Advisor (CEPA®) Designation. Drawing on his expertise, Jeff has written several blogs for NPT. Some topics include: Maximizing Year-End Giving, Donating Pre-Ipo Shares to a DAF and Converting a Foundation to a DAF.