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Schedule at a Glance | Conference on Philanthropy 2013
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Wednesday, April 24
 8:00 am - 12:30 pm
Community Service Morning
Participants choose between one of two community service experiences, volunteering at the Three Square Food Bank or a site visit at Goodwill of Southern Nevada.

American College Case Study Track
Faith-Based Philanthropy Track (Read note from the AiP Board regarding this track.)
 1:00 pm - 1:50 pm
 American College Case Study Part I
Three Generations of Hurleys
(1:30 - 3:00 pm)
1.5 CAP | CFP | CIMA | CPWA  CE credit offered

Helping Family Maximize Both the Efficiency and Joy of Their Giving
Al Mueller, President, Excellence in Giving
2:00 - 2:50 pm
Are You Asking Your Clients The Right Questions?
Jay Link, Chief Steward, Stewardship Ministries
 3:00 pm - 3:15 pm
 3:15 - 4:05 pm
 American College Case Study Part II
Three Generations of Hurleys
(3:15 - 4:45 pm)
1.5 CAP | CFP | CIMA | CPWA  CE credit offered
 Personal Testimony 
Alan Barnhart, President of Barnhart Crane and Rigging
4:15 - 5:05 pm
Case Studies: How Christian Planning Leads to Completely Different Planning Outcomes
Carl Drury, Chief Operations Officer, Kardia, Inc
 7:00 pm
 Opening Reception and Poker Tournament  (separate buy in required for Poker Tournament)
Thursday, April 25
 8:00 am - 9:00 am
 Registration and Exhibit Hall Open | Buffet Breakfast
 9:00 am - 10:15 am
 Welcome and Opening Keynote
Cokie Roberts
AiP is proud to feature ABC News Political Commentator and Save the Children Board of Trustees Vice Chair, Cokie Roberts.

With special thanks to Save The Children for making Ms. Roberts' appearance possible
10:15 am - 10:45 am
Coffee Break
 10:45 am - 11:45 am
 Breakout Sessions
  Track I - Technical
Understanding IRS Rules and Implementing Best Practices for International and Enhanced Domestic Grantmaking
Ted Hart, CAF America

1.0 CAP | CFP | CIMA | CPWA CE credit offered
 Track II - Legacy
Main Street Philanthropy—How "Becoming a Philanthropist” Transforms the Lives of At-Risk Students in Alternative Middle Schools
Scott Farnsworth, Sunbridge, Inc. and
Ryan Ponsford, Financial Strategies for Family Continuity
 Track III - Collaboration
Getting Buy-In To Develop A Collaborative Team
David W. Holaday, ChFC, CAP, Wealth Design Consultants, LLC,
 11:45 am - 1:15 pm
 Luncheon Keynote
Impact Philanthropy: Philanthropy's Future or Passing Fad?
Prof. Richard Marker, NYU Academy for Grantmaking and Funder Education and the Wise Philanthropy Institute
1:30 pm - 2:30 pm
Breakout Sessions
  Track I - Technical
Where Success and Significance Meet – Integrating Charitable Intent with Business Succession Planning
Laura J. Malone, CAP®, American Endowment Foundation and Peter Christman, Exit Planning Institute
1.0 CAP | CFP | CIMA | CPWA CE credit offered
 Track II - Legacy
Visions to Do Good: The Personal Philanthropy of Benjamin Franklin
Russell Kyncl CLU, ChFC, Strategic Exit, LLC
 Track III - Collaboration
Philanthropy in a Digital Age
Gena Rotstein, Dexterity Consulting and
Lori Stewart, Awesome Foundation, Calgary
 2:30 pm - 3:00 pm
 Afternoon Break
 3:00 pm - 4:00 pm
 Breakout Sessions
  Track I - Technical
Getting Creative with Philanthropic Structures
Frederic J. Fransen, PhD, Donor Advising, Research & Educational Services, LLC
1.0 CAP | CFP | CIMA | CPWA CE credit offered
 Track II - Legacy
New Ways for Attracting Clients - Through Serving Non-Profits, Story and Taxes
Bill High, National Christian Foundation Heartland

Track III - Collaboration
Successful Collaborations with Trustees
Daniel P. Felix,The Professional Trustee
 4:15 pm - 5:15 pm
Afternoon Keynote
The Generous Business: Using Your Business as an Engine for Generosity
Michael King, National Christian Foundation
 5:15 pm - 6:00 pm
 Reception (cash bar)
 6:00 pm - 7:30 pm
 Fithian Awards Dinner
 7:30 pm - 10:00 pm
 AiP Foundation Talent Show
 Friday, April 26
 8:00 am - 9:00 am
Exhibit Hall Open | Buffet Breakfast
 9:00 am - 10:15 am
Morning Keynote
Trends in Philanthropy
King McGlaughon, Foundation Source
10:15 am - 10:45 am
 Coffee Break
 10:45 am - 11:45 am
 Breakout Sessions

Track I - Technical
Best Practices Workshop For Financial Planners
Tim Voorhees, JD, MBA, Wealth Transfer Planning
Track II - Legacy
Engaging the Next Generation in Philanthropy
Deborah Goldstein, Enlightened Philanthropy 
Track III - Collaboration
Play Well With Others
Elieen Wilhelm
Pinnacle Philanthropy Partners
11:45 am - 12:15 pm
12:15 pm - 1:15 pm
Luncheon Keynote and Closing Remarks
Live Your Legacy Now
Barbara Greenspan Shaiman

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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