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Conference on Philanthropy 2012 Agenda
Note:  Agenda subject to change

Wednesday, April 18
CAP® Symposium
10:00 am - 3:00 pmDiscussion Group:  Best Practices and Success Stories
For those currently enrolled in the CAP® program and those who hold the CAP® designation.
Learn More
3:00 pm - 5:00 pm
CAP® Testing
3:00 pm - 8:00 pm
Registration Opens, Sponsor Exhibitor Set-up
5:00 pm - 8:00 pm
Groups meet at registration desk for dinner at nearby restaurants.  Everyone pays their own way.
8:00 pm - 10:00 pm
Chapter-in-Development Meetings

Thursday, April 19
8:00 am - 9:00 pm
Registration and Sponsor Exhibits open.  Buffet Breakfast
9:00 am - 10:15 am
Opening Keynote:  Tom Monaghan, Philanthropist
From Domino's to Ave Maria University - A Story of Entrepreneurial Philanthropy
10:15 am - 10:45 am
Coffee Break in Exhibit Hall
10:45 am - 11:45 am
 Track 1
Inspirational, Generational
Track 2
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 offere

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 1Track 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
5:15 pm - 6:00 pm
Marketplace Reception with Sponsors  (Cash Bar)
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)
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
10:15 am - 10:30 am
Coffee Break with Sponsor Exhibits
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
11:30 am - 12:00 n
Buffet Lunch, Sponsor Exhibits
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
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

Fini - See you next year!

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