The AiP Conference on Philanthropy 2019 will offer up to 16.5 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.
View Additional Conference Details
|
Wednesday, May 22, 2019
|
|
9:00 am
|
Sponsor Set Up |
|
10:30 am
|
Registration Opens |
|
11:30 am
|
Lunch Buffet Opens |
|
12:00 pm
|
Welcome Remarks |
|
12:15 -
1:30 pm
|
Keynote Session
Taking the Temperature in Washington, DC:
Three Insider Views | Details
- Moderated by Diana Aviv, Diana Aviv Consultants
- Steven Miller, alliantgroup
- Dean Zerbe, alliantgroup
Offers 1.5 hour CE
|
|
1:40 - 2:40 pm
|
Breakout Sessions
|
|
Integrating Corporate Social Responsibility with Philanthropic Advising to Maximize Community Impact: Aligning Values and Passions with Time and Money | Details
- Molly Norton, Brighton Jones
Offers 1 hour CE
Track: Social Responsibility
|
The Melton Family Case: Climbing the Philanthropic Learning Curve | Details
- Phil Cubeta, CLU®, ChFC®, CAP®, AEP®, The American College
- Tony Macklin, CAP®, Tony Macklin Consulting
- Jennie Zioncheck, CAP®, MFT, The Pittsburgh Foundation
Offers 1 hour CE
Track: Practice Management
|
It’s Okay to Play: Eliminate the Fear of Using Tools in Your Philanthropic Engagement | Details
CE TBD
Track: Practice Management/Values Based
|
|
|
2:40 -
3:10 pm
|
Coffee Break with Exhibitors |
|
3:10 - 4:10 pm
|
Breakout Sessions |
|
Creative Uses of Supporting Organizations for Donors | Details
- Michael King, JD, National Christian Foundation
Offers 1 hour CE
Track: Technical
|
Tale of 2 Families - Building Resilience Across Generations | Details
- Jamie Forbes, CAP®, Forbes Legacy Advisors
- Thomas C. Rogerson, GenLeg Co., Inc.
Offers 1 hour CE
Track: Values Based
|
High Impact Legacy Planning: The New Silver Bullet for Financial Advisors | Details
- Curt Bassett, JD, Legacy Global Foundation
Offers 1 hour CE
Track: Social Responsibility
|
|
|
4:20 -
5:25 pm
|
Keynote Session
The Philanthropic Conversation | Details
- Claire Costello, JD, Bank of America Private Bank
Offers 1.5 hour CE
|
|
6:00 pm
|
Opening Reception with Exhibitors |
|
6:45 pm
|
Annual Meeting and Jeffersonian Dinner
|
|
Thursday, May 23, 2019
|
|
7:00 am
|
Registration and Buffet Breakfast Opens |
|
8:00 -
9:15 am
|
Keynote Session
Disaster Philanthropy: Thinking Strategically About the Worst of Times | Details
- Robert G. Ottenhoff, Center for Disaster Philanthropy
Offers 1.5 hour CE
|
|
9:25 -
10:25 am
|
Breakout Sessions |
|
Venture Philanthropy and the Great Wealth Transfer: A Golden Opportunity | Details
- Katherine Fox, Arnerich Massena
Offers 1 hour CE
Track: Social Responsibility
|
Small Business Sales with CRTs and DAFs | Details
- Greg Baker, Renaissance Philanthropic Solutions Group
Offers 1 hour CE
Track: Technical
|
Moving from Headlines to Philanthropy - Making Sense of Europe's Current Events | Details
Offers 1 hour CE
|
|
|
10:25 -
10:50 am
|
Coffee Break with Exhibitors |
|
10:50 -
11:50 pm
|
Breakout Sessions |
|
Confronting the Challenges of Tax Reform | Details
- Beth Shapiro Kaufman, JD, Caplin & Drysdale
- Megan Wernke, JD, Caplin & Drysdale
Offers 1 hour CE
Track: Technical
|
Philanthropy’s Role in Strengthening US Democracy: Supporting the Foundations of Our Political System in Volatile Times | Details
- Joe Goldman, Democracy Fund
Offers 1 hour CE
Track: Values Based
|
Smarter Donors Make Happier Clients: The Case for Investing in Small and Mid-Level Donors | Details
- Sylvia Brown, CAP®, Sylvia Brown Smart Donors
Offers 1 hour CE
Track: Practice Management
|
|
|
11:50 am -
12:30 pm
|
Lunch
|
|
12:30 -
1:45 pm
|
Keynote Session
Bending the Arc of Humanity – What I Learned From 10 Years at Microsoft and How it Applies to Family Philanthropy | Details
Offers 1.5 hour CE
|
|
1:55 -
2:55 pm
|
Breakout Sessions |
|
I’ve Seen the Gift from Both Sides Now | Details
- Richard Letocha, Esq., Johns Hopkins University
- Richard E. Miller, CFP®, Glenmede Trust Company
- Lee Parker, Bank of America Private Bank
- Rebecca Rothey, CFRE, CAP®, AEP®, Greater Washington Community Foundation
Offers 1 hour CE
Track: Technical
|
Philanthropy Across Generations: A Win-Win Opportunity | Details
- Stephanie Diamond, Schwab Charitable
- Lindsay Matush, Vario Philanthropy
- Melinda McAliney, Vario Philanthropy
Offers 1 hour CE
Track: Practice Management
|
LifeWorth: A New Foundational Building Block for the Growth of Philanthropy in the 21st Century | Details
- Paul Brooks, Quiddity Systems, Inc.
Offers 1 hour CE
Track: Values Based
|
|
|
2:55 -
3:30 pm
|
Coffee Break with Exhibitors |
|
3:30 -
4:45 pm
|
Keynote Session
Ten Years After the Global Financial Crisis: Time to Draw the Lessons | Details
- Bertrand Badre, Blue Like an Orange
Offers 1.5 hour CE
|
|
6:00 pm
|
Bus departure for National Archives |
|
7:00 pm
|
CAF America National Archives Dinner
Not included with conference registration. Requires additional ticket purchase. Learn more and purchase tickets
|
|
Friday, May 24, 2019
|
|
7:00 am
|
Breakfast Buffet Opens |
|
8:00 -
9:00 am
|
Keynote Session
High Risk, High Reward: What Happens When Risk-Forward, Badass Women Work Together for Social Impact | Details
- Rena Greifinger, Population Services International, Maverick Collective
-
Nancy Anderson, Population Services International
-
Marcie Cook, Population Services International
-
Michael Holscher, Population Services International
Offers 1 hour CE
|
|
9:10 -
10:10 am
|
Breakout Sessions
|
|
Young and Wealthy: Teaching the Next Gen How to Manage Money and Have an Impact Through Philanthropy | Details
Offers 1 hour CE
Track: Practice Management
|
Gender-Lens Giving Patterns & Investing Strategies for 2019 | Details
- Mary Jovanovich, Schwab Charitable
Offers 1 hour CE
Track: Values Based
|
|
|
10:10 -
10:45 am
|
Coffee Break with Exhibitors |
|
10:45 am -
12:00 pm
|
Keynote Session
The Regulatory Compliance Challenge of Cross Border Giving | Details
-
Ted Hart, ACFRE, CAP®, CAF America, CAF Canada
Offers 1.5 hour CE
|
|
12:00 pm
|
Closing Luncheon and Farewell |
| Schedule as of April 4, 2019 (subject to change) |
|
CE credit hours approved for CFP® CE credit and credit for American College Professional Recertification (formerly PACE), CAP®, CIMA®, CIMC®, and CPWA® designations.
|
Registration Fees
|
Full Conference
|
Single Day
|
AiP Member**
|
$595 |
$350 |
| Non Member |
$795 |
$350 |
| 501c3 Non Member |
$695 |
$350 |
| NEW AiP Member* |
$745 |
N/A |
*Become a NEW member of AiP and get membership ($300 value) AND your conference registration for just $745.00! You will be contacted by the AiP office to complete your member registration.
**You must be signed in to receive member pricing.
AiP Thanks Our Sponsors
 
|
Print Page