7:15am 

Check in, Networking, Partner Connections

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

No Presentation for this Session

Session is Approved for 1PT  CE Credit

 Lunch Keynote

12:30pm - 1:20pm

"Stories of Ethical Dilemmas

in Charitable Planning:

Learn from the Mistakes

of Others"

Johni Hays, J.D., FCEP

Executive Vice President 

Thompson & Associates

Presentation Description

 Presentation 

Session is Approved for 1PT  CE Credit

Breakout

Sessions

9:15am -

10:20am

 Getting Started

"72-Hour

PG Program"

Judi Smith, MA, CFRE

President

GivingSmith

Session is Approved 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

Presentation

Session is Approved for 1PT  CE Credit

 Getting Technical

"The Five Key Financial Planning

Trends That Will Impact Giving"

Juan Ros,

CFP®, AEP®, CEPA®, CVGA®

Financial Advisor

Forum

Presentation Description

Presentation

Program is Approved for one (1) hour of   CE credit

Session is Approved for 1PT  CE Credit

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

Presentation Description

Presentation

Program is Approved for one (1) hour of   CE credit

Session is Approved for 1PT  CE Credit

Getting Inspired

"Jeopardy!

Alex Trebeck,

I'll Take Annuities for $1,000"

Johni Hays, JD, FCEP

Executive Vice President 

Thompson & Associates

                       Presentation Description

     Presentation

Program is Approved  for one (1) hour of   CE credit

Session is Approved for 1PT  CE Credit

Getting Technical

Breakout

Sessions

1:35pm -

2:40pm

Lucas Cooper

VP of Network Relations

National Christian Foundation

Presentation Description

No Presentation for this Session

Getting Inspired

“Tax Policy: Driver of Gifts

or Restrictor of Gifts?”

Amina Saeed

Attorney

River Valley Law Firm

Presentation Description

Presentatation

Additional Reference Material

Program is Approved for one (1) hour of   CE credit

Session  Approved 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

Presentation

Additional Reference Material

Program is Approved for one (1) hour of   CE credit

Session is Approved for 1PT  CE Credit