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
Special thanks to our conference sponsors:
