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Formerly known as Planned Giving Round Table of Arizona

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29th Annual Conference 

Arizona's Premier Education Event for Gift Planning Professionals

May 19, 2023

Desert Willow Conference Center

4340 East Cotton Center Blvd.
Phoenix, AZ 85040

Click Here to Register Today!


Click Here for Partner Opportunities!


Preliminary Program Line Up

(subject to change)


 7:15am 

Check in, Networking, Partner Connections

 7:45am

Breakfast

8:00am

Opening Announcements


Breakfast Keynote

8:10am - 9:00am

"Seven Things Donors

Wish We Knew"


Wayne Olson

Fundraiser, Author, Speaker

Aim Higher


Presentation Description

Session Pending Approval for 1PT  CE Credit


 Lunch Keynote

12:30pm - 1:20pm


"Ethics"


Johni Hays, J.D., FCEP

Executive Vice President 

Thompson & Associates


Session Pending Approval for 1PT  CE Credit



9:00am - 9:15 am

Break





Breakout

Sessions

9:15am -

10:20am

 Getting Started

"72-Hour

PG Program"



Judi Smith, MA, CFRE

President

GivingSmith



Presentation Description 


Session Pending Approval for 1PT  CE Credit


 Getting Inspired

"How to Effectively Manage

Bequests and Honor

Your Donor’s Intent"



Lindy Nash

Supervising Attorney

Chisholm Chisholm & Kilpatrick LTD


Presentation Description

Session Pending Approval for 1PT  CE Credit

 Getting Technical


"5 Fine Planning

Trends That

Will Impact Giving"


Juan Ros,

CFP®, AEP®, CEPA®, CVGA®

Financial Advisor

Forum


Presentation Description


Session Pending Approval for 1PT  CE Credit



10:20am - 10:30am

Break





Breakout

Sessions

10:30am -

11:40am

 Getting Started


"Do's and Don'ts for

Art Donations"


Carolyn Mani

West Coast Director

Trust & Estates

HERITAGE AUCTIONS


Session Pending Approval for 1PT  CE Credit

Getting Inspired

"Jeopardy!

Alex Trebeck,

I'll Take Annuities for $1,000"


Johni Hays, FCEP

Executive Vice President 

Thompson & Associates



Session Pending Approval for 1PT  CE Credit


Getting Technical


"Generous Business"



Michael King

Vice President

Charitable Wealth Strategist



Session Pending Approval for 1PT  CE Credit

11:40am - 11:55am:  Break

11:55am:  Lunch

12:30pm - 1:20pm

Lunch Plenary

1:20pm - 1:35pm:  Break





Breakout

Sessions

1:35pm -

2:40pm

Getting Started

"Family Philanthropy: 

Treasures in the Winter Vault"

Lisa A. Detanna

AIF®, MBA, WMS

Managing Director 

Senior Vice President, Investments

Raymond James


Session Pending Approval for 1PT  CE Credit




Getting Inspired


"Tax Policy 2023 & Beyond"



Amina Saeed

Attorney

River Valley Law Firm



Session Pending Approval for 1PT  CE Credit


Getting Technical

"Life Insurance Settlements:

An Additional Fundraising

Opportunity"

Lisa Rehburg

Life Insurance Settlements Broker

Rehburg Life Insurance Settlements

Presentation Description


Session Pending Approval for 1PT  CE Credit


2:40p - 2:55pm

Break

2:55pm - 3:30pm

Closing

End of the Day Giveaways


    

Thank You to Our Event Partner: 

  



Thank You to Our Lunch Sponsor


Thank You to Our Breakout Session Partners


     





Thanks To Our AV Partner

 

         Thanks To  Our Program Partners   

                               

       

                





Thank You To Our Individual Sponsors


Russell Bucklew


Andrea Claus


Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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