Annual Conference

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"

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"

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"

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"

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"

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"

Attorney

River Valley Law Firm

Session Pending Approval for 1PT CE Credit

Getting Technical

"Life Insurance Settlements:

An Additional Fundraising

Opportunity"

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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