The highlighted course titles are linked to the powerpoint and/or handout materials provided by the presenters.
| Keynote Address | ||
| Become the Planned Giving All-Star: Get Off the Bench and into the Game. | Lynda L. Sands, JD, MBA | |
| 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 |
| 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 | Legacy Societies | Jeri Kasal, Julie Feeley |
| Track Three | Under the Hood of the CRT | Lynda L. Sands, JD, MBA |
| 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, Jennifer Milburn Moderated by Stephanie S. Zaino, JD |
| Breakout Session IV | ||
| Track One | The 7 Biggest Bequest Marketing Mistakes and How to Avoid Them | Aviva Shiff Boedecker, JD |
| Track Two | Elementary, My Dear Watson: Protecting Deductions After the TCJA | Dick Solomon, Jackson Lewis |
| Track Three | Charitable Planning with Closely-Held Business Interests | Jeffrey C. Thede, JD |