Annual Conference


2019 Annual Conference Schedule

{Speaker Handouts} {Download Conference Booklet PDF}

{2019 Course Descriptions} {2019 Speaker Biographies}

7:30 – 8:30am Registration, Breakfast, and Sponsor Exhibits
8:30 – 8:45am Welcome Sarah Gambill, Tara Siegman, MPA
8:45 – 9:45am Keynote Address: Become the Planned Giving All-Star: Get off the Bench and into the Game Lynda L. Sands, JD, MBA
9:45 – 10:00am Break and Sponsor Exhibits
10:00 – 11:00am Breakout Session I
Track One Planned Giving 101: Introduction to Gift Planning Rebecca Bibleheimer, JD, LLM
Track Two Art of the Blended Gift Steve Slotemaker
Track Three Financial Advisor Engagement Eden Rose Brown, JD
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 Rebecca Bibleheimer, JD, LLM
Track Two Who are Your Best Planned Giving Prospects?  Amy Carrier, PhD, Jenna Proctor
Track Three Under the Hood of the CRT Lynda L. Sands, JD, MBA
12:20 – 1:40pm Lunch and Distinguished Service Award (DSA) Presentation
1:40 – 2:40pm Breakout Session III
Track One Yes You Can! (Ask for a Bequest) Lori C. Sweeney
Track Two Show, Don’t Tell: A Workshop to Help Tell Better Donor Stories Michael Davis, MBA, CTFA
Track Three Gift Acceptance Policies Panel: What Do You Do with …? Panel: Sheryl Acheson, Lon Dufek, CPA, CFP®, Jennifer Milburn
Moderated by: Stephanie S. Zaino, JD
2:40 – 3:00pm Dessert and Sponsor Exhibits
3:00 – 4:00pm Breakout Session IV
Track One The 7 Biggest Bequest Marketing Mistakes and How to Avoid Them Aviva Shiff Boedecker, JD
Track Two It’s Elementary, My Dear Watson: Protecting Deductions after the TCJA Jackson Lewis, JD, Richard B. Solomon, CPA
Track Three Charitable Planning with Closely-Held Business Interests Jeffrey C. Thede, JD
4:00pm Reception and Raffle

Venue—Hilton Portland & Executive Tower

Hilton Portland & Executive Tower

Special thanks to our conference sponsors:

Thank you to our 2019 Annual conference Sponsors