Wednesday, April 18
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CAP® Symposium
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| 10:00 am - 3:00 pm | Discussion Group: Best Practices and Success Stories
For those currently enrolled in the CAP® program and those who hold the CAP® designation. |
3:00 pm - 5:00 pm
| CAP® Testing
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3:00 pm - 8:00 pm
| Registration Opens, Sponsor Exhibitor Set-up
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5:00 pm - 8:00 pm
| Groups meet at registration desk for dinner at nearby restaurants. Everyone pays their own way.
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8:00 pm - 10:00 pm
| Chapter-in-Development Meetings
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Thursday, April 19
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8:00 am - 9:00 pm
| Registration and Sponsor Exhibits open. Buffet Breakfast
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9:00 am - 10:15 am
| Opening Keynote: Tom Monaghan, Philanthropist
From Domino's to Ave Maria University - A Story of Entrepreneurial Philanthropy
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10:15 am - 10:45 am
| Coffee Break in Exhibit Hall
|
10:45 am - 11:45 am
| Track 1
Inspirational, Generational | Track 2
Technical,
Practice Management
| Track 3
Inside Experts |
| | Philanthropy from the Heart - A Personal Story of Passion and Commitment in Honor of Family
Kathy Nicholson Hull, Psy.D., MA
| I Can't Get No CLATisfaction
Dan Rice, Co -Chairmat, CTAC
1 CFP Credit offered
1 PACE Credit offered
1 CIMA/CPWA Credit offered
| Family Focus Retreat (75 minutes)
Jerry Nuerge, CAP, CFWC, CLU, ChFC, MBA
|
11:45 am - 12:15 pm
| Buffet Lunch and Sponsor Exhibits
|
12:15 pm - 1:15 pm
| Luncheon Keynote: Robert Rogers
Into The Deep: One Man's Story of How Tragedy Took his Family but Could Not Take his Faith. |
1:30 pm - 2:30 pm
| Track 1
| Track 2
| Track 3
|
| | The Rising Tide of Philanthropy in China Andrew Toles, JD | Life Settlement: Selling an Existing Life Insurance Policy for More Than Its Cash Value
Richard Connolly
1 CFP Credit offered
1 PACE Credit offered
1 CIMA/CPWA Credit offered
| The History and Future of Phlanthropy
Sally Alspaugh & Colleen Mitchell
|
2:30 pm - 3:00 pm
| Afternoon Break with Sponsor Exhibits
|
3:00 pm - 4:00 pm
| Track 1 | Track 2
| Track 3 |
| High Impact Global Giving
Susan Wilkes
| GRATs: A Financial Advisors Perspective
John Schuman
1 CFP Credit offered
1 PACE Credit offered
1 CIMA/CPWA Credit offered
| Generational Philanthropy
Gerry Horwitz and his six grandchildren. Moderated by Natalia Kabbe and Scott Farnsworth
|
4:15 pm - 5:15 pm
| Afternoon Keynote: King McGlaughon, Foundation Source
Is Your Client's Philanthropy Your Business - Today and Tomorrow
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5:15 pm - 6:00 pm
| Marketplace Reception with Sponsors (Cash Bar)
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6:00 pm - 8:00 pm
| Dinner Keynote: Professor Paul Schervish (sponsored by Legacy Boston)
"New Findings, Ancient Wisdom and a Spiritual Practice for Advisors"
plus presentation of the Fithian Award, AiP Foundation and incoming Director vote.
|
8:00 pm - 10:00 pm
| AiP Most Talented
Foundation Fundraiser in the Montrose Room (next to the Hotel Bar)
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| | |
Friday, April 20
|
8:00 am - 9:00 am
| Buffet Breakfast with Sponsor Exhibits.
Check out and leave luggage at Bell Desk
|
9:00 am - 10:15 am
| Morning Keynote: Bill and Paula Clapp, The Seattle International Foundation
How We Leverage Our Giving for Broader Impact
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10:15 am - 10:30 am
| Coffee Break with Sponsor Exhibits
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10:30 am - 11:30 am
| Building Receptive Client/Donor Relationships and Inspiring Decision Making
Todd Fithian, Legacy Boston
| Giving Beyond the Check: Launching Generosity Through Non-Cash Giving
Michael King, NCF
1 CFP Credit offered
1 PACE Credit offered
1 CIMA/CPWA Credit offered
| How To Use AiP Tools to Build a Unique and Successful Business
Yale Levey, Next Generation Wealth Planning
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11:30 am - 12:00 n
| Buffet Lunch, Sponsor Exhibits
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12:00 n - 1:30 pm
| Closing Keynote: The Honorable David Walker, Founder and CEO, Comeback America Initiative, former US Comptroller General
What You Should Know About Upcoming Fiscal and Other Government Reforms
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1:30 pm - 3:00 pm
| Big Idea Councils
Share your great ideas with other conference attendees at this lively group discussion with Scott Farnsworth, President of Sunbridge, Inc.
| How to Attract Major Gifts for Non-Profit Organizations
Jerry Nuerge, Financial Independence Group
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| Fini - See you next year!
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