2022 Conference Schedule

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Breakout sessions are organized into tracks to best serve professionals with varying skill levels.

Track One is designed for those new or newer to planned giving and others who wish to strengthen their understanding of the fundamentals of our field.

Track Two provides content appropriate for skilled professionals. The sessions will challenge those newer to the field and be a refresher to those who have been in the field for some time.

Track Three is for the most seasoned professionals and addresses technical issues. The tracks are designed to assist you in selecting the sessions that may be most appropriate for your skill level but you are welcome to choose sessions from any track.

7:30 – 8:30am Registration, Breakfast, and Sponsor Exhibits
8:30 – 8:45am Welcome Audrey Anderson
Stephanie S. Zaino, JD
8:45 – 9:45am Keynote Address: Humanics Before Mechanics Leads to Greater Legacy Planning James F. Normandin
9:45 – 10:00am Break and Sponsor Exhibits
10:00am – 11:00pm Breakout Session I
Track One Planned Giving 101: Introduction to Gift Planning Wes Milligan
Track Two Understanding and Adapting to Trends in Next-generation Philanthropy Katherine Fox, CFP®, CAP®
Track Three Giving in Diverse Communities Dien Yuen, JD, LLM, CAP®, AEP®
11:00 – 11:20am Break and Sponsor Exhibits
11:20am – 12:20pm Breakout Session II
Track One Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It Jennifer Milburn
Track Two Cash is for Amateurs! Tiffany House, CAP®, CEPA, FCEP
Track Three The Power of Legacy Giving in Campaigns Rochelle Makela-Goodman
12:20 – 1:40pm Lunch and Distinguished Service Award (DSA) Presentation
1:40 – 2:40pm Breakout Session III
Track One The Art of Staying Connected to Your Donors: Stewardship and Legacy Societies Pete Sommerfeld, CSPG
Track Two Succession Planning and Career Development Moderator: Rebecca Bibleheimer, JD, LLM

Jim Normandin
Dien Yuen, JD, LLM, CAP®, AEP®
Liz Arrington, CSPG
Kathy Hostetler

Track Three Tax-Advantaged Business Sales Tiffany House, CAP®, CEPA, FCEP
2:40 – 3:00pm Dessert and Sponsor Exhibits
3:00 – 4:00pm Breakout Session IV
Track One Marketing for Planned Gifts Andy Ragone, CGPP
Kimberly Jetton, MNM, CFRE
Track Two Using Planned Giving to Turn a “No” into a “Yes” Hal Abrams, JD, LLM
Track Three Successful Partnerships with Your Business & Finance Office Moderator: Teri Patapoff

Kevin Harvey
Kathy Saitas, JD

4:00pm Reception and Raffle