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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 Remarks | Carol Eames |
| 8:45 – 9:45am | Keynote Address: Understanding Death: A Culturally Competent Approach | Angel Flores, CSPG |
| 9:45 – 10:00am | Break and Sponsor Exhibits | |
| 10:00am – 11:00pm | Breakout Session I | |
| Track One | Planned Giving 101: Introduction to Gift Planning | William Dolan, JD |
| Track Two | Are Charitable Deductions Holding Us Back? | Sharon Benson |
| Track Three | Insurance and Charitable Giving | Kendall Blunt, CLU Jim Pittman, CLU, CFP, CLTC |
| 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 | William Dolan, JD |
| Track Two | Beyond the Ask: Cultivating Legacy Through Values-Based Planning | Scott Claeys, CAP, CFRE, FCEP Jan Jacobs, CAP Monica Long |
| Track Three | Yes, You Can Accept That Gift! | Jeffrey Thede, JD |
| 12:20 – 1:40pm | Lunch and Distinguished Service Award Presentation | |
| 1:40 – 2:40pm | Breakout Session III | |
| Track One | Putting the Plan in Planned Giving—Your Post-Conference Playbook | Liz Arrington, CSPG Teri Patapoff, CFRE, CSPG |
| Track Two | Harnessing Data to Transform Gift Planning: A Strategic Approach | Jessie Myers Jenna Proctor |
| Track Three | Intergenerational Wealth Transfer & Family Succession Planning | Patrick Green, JD Scott Phillips |
| 2:40 – 3:00pm | Dessert and Sponsor Exhibits | |
| 3:00 – 4:00pm | Breakout Session IV | |
| Track One | Planned Giving Essentials for Small Shops | Amy Easton |
| Track Two | Cultivating Connections: Right-Sized Strategies for Stronger Professional Advisor Relationships | Rebecca Bibleheimer, JD, LLM, CAP Elena Fracchia Kim Kono, MPA, CFRE, CAP Liz Lawrence Ryland Moore, MCRP |
| Track Three | Giving Trends, Legislative Changes and the Market – What Advisors and Donors Need to Know | Mary Lago, CFP, CTFA Liz Arrington, CSPG |
| 4:00 – 5:00pm | Reception and Prize Drawing | |