Annual Conference

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Thursday, September 27, 2018
Hilton Portland & Executive Tower
921 Southwest 6th Avenue
Portland, Oregon
8:00 a.m. — 5:00 p.m.

2017 Annual Conference Schedule of Events

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{ Download the PDF Schedule } { Download the Complete PDF Conference Booklet}


7:30 – 8:30am Registration/Breakfast
8:30 – 8:45am Welcome/Opening Remarks Julie Diamond and Eric Maher
8:45 – 9:45am Keep Calm and Carry On: Maintaining A Global Perspective and Forward Momentum in Perplexing Times Keynote Speaker: Chris Yates
9:45 – 10:00am Break with Sponsors
10:00 – 11:00am Breakout Session 1
Track 1 PG 101 — The Basics: The Best Place To Start Is at the Beginning Kevin Matheny & Matt Senecal
Track 2 Preparing for a New Future: Measuring Success for Planned Giving Programs Moderator: Rick Thomas,
Panelists: Karie Trumbo, Karlene McCabe, Kevin Johnson
Track 3 Tax Reform in Uncertain Times and the Impact on Charitable Planning Roy Abramowitz
11:00 – 11:20am Break with Sponsors
11:20am – 12:20pm Breakout Session 2
Track 1 PG102 — Ready, Set, Go: Launching A Planned Giving Program That Fits Your Organization Kevin Matheny & Matt Senecal
Track 2 Turning $5 Million into $500 Million — Empowering Communities through Incentive Grants with the LIFE & LEGACY™ Mode Wendy Arenson & Steve Albert
Track 3 The Overwhelming Benefits of Giving…Real Estate Lon Dufek
12:30 – 1:30pm Lunch with DSA Presentation
1:40 – 2:40pm Breakout Session 3
Track 1 Effective Marketing of Bequests for Smaller Planned Giving Programs Andrew Palmer
Track 2 Cautionary Tales and Useful Tips from the Attorney General’s Office Elizabeth Grant & Susan Bower
Track 3 Everybody Knows That, But Did You Know…? Frank Minton
2:40 – 3:00pm Dessert and Break with Sponsors
3:00 – 4:00pm Breakout Session 4
Track 1 Bringing Gift Planning and Major Gifts Together:  Fission or Fusion? David Leach & Ryan Egge
Track 2 The Shadow Over the Banquet Hall Frank Minton
Track 3 Properly Vetting and Accepting (or Declining) Unmarketable Assets Moderator: Wendy Chou
Panelists: Ray Klinke, Wes Milligan, Jeri Kasal
4:00pm Reception

Thank you to our 2017 Annual Conference Sponsors!
2017 NWPGRT Sponsors