The AiP Conference on Philanthropy 2018 will offer up to 13 hours of CFP®
CE credit and credit for American College Professional Recertification (formerly PACE), CAP®,
CFP®, CIMA®, CIMC®, and CPWA® designations. CPA designees
and other designation holders who can self-report should check with their governing body in their state to determine the eligibility of continuing education credit for these programs.
| Monday, April 30, 2018 |
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9:00 am
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Sponsor Set Up |
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10:30 am
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Registration Opens |
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11:30 am
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Lunch Buffet Opens |
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12:00 pm
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Welcome Remarks |
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12:15 -
1:30 pm
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Luncheon Keynote
Generation Impact: How Next Gen Donors are Revolutionizing Giving |
Details
- Michael Moody, Ph.D., Grand Valley State University
Offers 1 hour CE*
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1:40 - 2:40 pm
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Breakout Sessions
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Charitable and Income Tax Planning with Spousal Lifetime Access Non-Grantor Trusts (SLANTs) and Incomplete Gift, Non-Grantor Trusts (INGs) in Light of Recent Tax Reform | Details
- Edwin P. Morrow, III, U.S. Bank Private Wealth Management
Offers 1 hour CE*
Sponsored by iCLAT.net (a division of Effectual Giving LLC)
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Walk the Talk: Growing Your Practice Through Philanthropy | Details
- Patti Larson, SunUp Group
- Richard J. Ward, CFP®, Stifel
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Making It Tangible: How to Create Legacy Pieces That Represent Your Clients' Values (and Become a Treasure for Their Families) | Details
- Laura A. Roser, Paragon Road
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2:50 -
4:05 pm
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Afternoon Keynote
The Power of Legacy Planning - For You and Your Clients | Details
- William High, JD, Ignite Consulting
Offers 1 hour CE*
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4:05 -
4:35 pm
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Coffee Break with Exhibitors |
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4:35 -
5:40 pm
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Afternoon Keynote
Navigating Family Philanthropy Trends and Transitions | Details
- Christine Eckoff, CAP®, CFRE, The Community Foundation for Greater Atlanta
- Nicole Kyauk, CAP®, East Bay Community Foundation
- Tony Macklin, CAP® Tony Macklin Consulting
Offers 1 hour CE*
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5:45 pm
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Opening Reception |
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6:30 pm
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All attendees are invited to attend the
Annual Meeting and Fithian Leadership Awards Dinner
The 2018 Fithian Award goes to Jerry Nuerge, CAP®, CLU®, ChFC®, CFWC, RIA - read more about the Fithian Award and Jerry here.
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9:00 pm
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Entertainment provided by AiP Foundation
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| Tuesday, May 1, 2018
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7:00 am
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Registration and Buffet Breakfast Opens |
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8:00 -
9:15 am
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Breakfast Keynote - sponsored by Schwab Charitable
Gender Matters in Philanthropy | Details
- Jacqueline Ackerman, Women’s Philanthropy Institute, IU Lilly Family School of Philanthropy
- Rena Greifinger, Population Services International
- Erin Samueli, Maverick Collective
Offers 1 hour CE*
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9:25 -
10:25 am
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Breakout Sessions |
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The Next Generation is Now! Helping Your Young Clients Revolutionize Philanthropy | Details
- Rena Greifinger, Population Services International
- Erin Samueli, Maverick Collective
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Principles of Effective Collaboration | Details
- David W. Holaday, ChFC, CAP®, Wealth Design Consultants
Offers 1 hour CE*
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Generosity: Helping Your Clients Explore Their Giving Preferences and Strategies | Details
- Lindsay Matush, Vario Philanthropy
- Melinda McAliney, Vario Philanthropy
Sponsored by The Signatry: A Global Christian Foundation
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10:25 -
11:00 am
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Coffee Break with Exhibitors |
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11:00 -
12:00 pm
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Breakout Sessions |
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Legacy Planning After Tax Reform | Details
- Mark Weber, JD, MSFS, CLU®, ChFC®, AEP®, CAP®,
SilverStone Group, Inc.
Offers 1 hour CE*
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The Income Tax Pain Point of Donors of ALL Ages Can Be Greatly Relieved with the Reversionary Charitable Lead Trust | Details
- Bradford B. Gornto, Esq., LL.M, Effectual Giving, LLC
- Randy Huston, Yellowstone Trust Administration
Offers 1 hour CE*
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Demystifying Impact Investing |
Details
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Alex Hokanson, Tiedemann Wealth Management
- John LaFleur, Strategic Philanthropy, Ltd.
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Kyle Manley, Tiedemann Wealth Management
- Scott J. Nance, CAIA, ImpactAssets
Offers 1 hour CE*
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12:00 -
1:15 pm
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Luncheon Keynote - sponsored by CAF America
The New Tax Laws and Charitable Giving | Details
- Hayden Adams, CPA, Schwab Center for Financial Research
- Kim Laughton, Schwab Charitable
Offers 1 hour CE*
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1:20 -
2:35 pm
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Keynote Session
The Real Cost of Equity | Details
- David Greco, Social Sector Partners
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2:35 -
3:10 pm
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Coffee Break with Exhibitors |
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3:10 -
4:10 pm
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Breakout Sessions |
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Conducting the Conversations of Philanthropy | Details
- Phil Cubeta, CAP®, ChFC®, CLU®, The American College
Offers 1 hour CE*
Sponsored by US Trust, Bank of America Private Wealth Management
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Planned Giving Tools Review After 2017 Tax Reform Act | Details
- Charles McLucas, Charitable Trust Administrators, Inc.
Offers 1 hour CE*
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The 3 Rs of International Grantmaking: Regulation Compliance, Risk Mitigation, and Reputation Protection | Details
- Ted Hart, CAP®, ACFRE, CAF America
Offers 1 hour CE*
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4:10 -
5:10 pm
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Breakout Sessions |
Values-Based Practice Management - Building Your Client Base and Advisor Network Around Your Strengths and Values |
Details
- Alan Pratt, CAP®, CEP, Pratt Legacy Advisors
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Sustainability Strategies - Engaging Budding Philanthropists |
Details
- Rebecca E. Dupras
- Brigit Kavanagh, Kavanagh Rhomberg LLP
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The Grand Ole Real Estate Gift: Music to My Ears |
Details
- Allen Thomas,Thomas Charitable Advisors, LLC
Offers 1 hour CE*
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5:10 -
6:10 pm
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Keynote Session
What Was and What Will Be "Clients in Transition" A Case Study | Details
- Emily Scott, Emily Scott AND
Offers 1 hour CE*
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6:30 pm
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Vendor Reception |
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7:45 pm
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Dinner on Own |
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| Wednesday, May 2, 2018
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7:00 am
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Breakfast Buffet Opens |
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8:15 -
9:15 am
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Breakout Sessions
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You Had Me at Capital Gains Taxes Were Optional |
Details
- Randy Fox,Two Hawks Consulting, LLC
- R.J. Kelly,ChFC®, CLU®, IAR, CAP®, RICP®, MSFS,Wealth Legacy Group, Inc.
Offers 1 hour CE*
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Hands-On Training: How to Have a Philanthropic Values-Based Conversation with Your Clients or Prospects |
Details
- Emily Scott, Emily Scott AND
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Stanford University Effective Philanthropy Lab: Helping Advisors Meet Donor Needs Using Human Centered Design, Session 1 |
Details
- Celina Artusi, Effective Philanthropy Lab at Stanford PACS
- Gillian Raikes, Effective Philanthropy Lab at Stanford PACS
- Nadia Roumani, Effective Philanthropy Lab at Stanford PACS
Sponsored by Schwab Charitable
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9:20 -
10:20 am
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Breakout Sessions
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Certified B Corporations and Public Benefit Corporations: Considerations When Making Social Responsible Investments and Impact Investments |
Details
- John Steven Bianucci, Iroquois Valley Farms
- Kevin Egolf, Iroquois Valley Farms
Offers 1 hour CE*
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Philanthropy in the Age of the Jetsons: Exponential Change Creates & Destroys Opportunity |
Details
- Avery Fontaine, BNY Mellon Wealth Management
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Stanford University Effective Philanthropy Lab: Helping Advisors Meet Donor Needs Using Human Centered Design, Session 2 |
Details
- Celina Artusi, Effective Philanthropy Lab at Stanford PACS
- Gillian Raikes, Effective Philanthropy Lab at Stanford PACS
- Nadia Roumani, Effective Philanthropy Lab at Stanford PACS
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10:20 -
10:45 am
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Coffee Break with Exhibitors |
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10:45 am -
12:00 pm
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Keynote Session
Trends and Challenges in Community Philanthropy |
Details
- Josh Christian, US Lacrosse
- Greg Doepke, CAP®, CFP®, Aspire to Give
- Kila Englebrook, Social Enterprise Alliance (SEA)
- Amy Fair, The Community Foundation of Middle Tennessee (Nashville)
- Teri Lovelace, Esq., LOCUS Impact Investing
Offers 1 hour CE*
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12:00 pm
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Closing Luncheon and Farewell |
| Schedule as of March 29, 2018 (subject to change) |
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*1 CE for CFP® CE credit and credit for American College Professional Recertification (formerly PACE), CAP®, CIMA®, CIMC®, and CPWA®
designations
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Registration Fees
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Full Conference
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Single Day
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AiP Member
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$595
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$275
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Non Member
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$795
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$375
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501c3 Non Member
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$695
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$350
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NEW AiPMember*
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$745
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N/A
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AiP Thanks Our Sponsors
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