Monday, April 27
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11:00 am
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Registration Opens
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| 12:00 noon |
Conference Welcome and Kick-Off Luncheon
Intentionally Engaging the Crucial Conversations Every Family Needs and Avoids | Daryle Doden, Kara Doden Bishop, Eric Doden, Steve Gardner, Jerry Nuerge
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Breakout Sessions
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1:30 - 2:20 pm
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The Old and New Things:
The Charity Owned Single Member LLC and The Charitable Total Return PIF.
Presenter: Dan Rice, Convey of Hope
Earn 1 hour CE credit for CIMA, CIMC AND CPWA
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Philanthropists by Design
Presenter. Rodney Zeeb, The Heritage Institute
Earn 1 hour CE credit for CFP, PACE (CAP), CIMA, CIMC AND CPWA
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2:30 - 3:20 pm
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How to Market Insurance and Trusts to Charity –
From an Insider’s Perspective
Presenter . Henry Rubin, Albert Einstein College of Medicine
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Strategic Objectives for Uplifting Life: Financial Planning Beyond the Cycle of Death and Taxes
Presenter. Julaine Smith, ARISE Business Solutions
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3:30 - 3:50 pm
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Vendor Fair & Afternoon Break
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Breakout Sessions
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4:00 - 4:50 pm
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Avoiding "Gotchas" in the Design and Implementation of a Client's Charitable Plan
Presenter: Ted Batson, Jr., Renaissance Administration LLC
Earn 1 hour CE credit for CFP, PACE (CAP), CIMA, CIMC AND CPWA
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Funding Philanthropy with Complex Assets
Presenter: Karla Valas, Fidelity Charitable
Earn 1 hour CE credit for CFP, PACE (CAP), CIMA, CIMC AND CPWA
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5:00 - 5:50 pm
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The Next Generation: What's on Their Minds & How to Serve Them
Presenter. Jeanne Metzger, Exponent Philanthropy
Earn 1 hour CE credit for CFP, PACE (CAP), CIMA, CIMC AND CPWA
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Leveraging Generosity Beyond
Giver Expectations: Strategic Case Studies
Presenter. Michael King, National Christian Foundation
Earn 1 hour CE credit for CFP, PACE (CAP), CIMA, CIMC AND CPWA
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6:00 - 9:00 pm
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Annual Meeting & Fithian Awards Dinner
Congratulations to the 2015 Fithian Award Recipient,
Randy Fox, CGRC, PGDC
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9:00 pm
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AiP's Most Talented - AiP Foundation Fundraiser Talent Show
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Tuesday, April 28
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8:00 - 9:00 am
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Breakfast Buffet
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8:15 am - 8:45 am
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Special Session:
The Chartered Advisor in Philanthropy
Designation and the "Elite Financial Advisor" | Les Winston, Advisors in Philanthropy Foundation
Visit the breakfast buffet in Cassatt CD then join us in Cassat B for an overview of the recent CAP® survey.
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9:00 - 10:15 am
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General Session:
Family Communication, Values, Mission, Philanthropy – How Do You Help a Client and/or Donor Get Started? | Tom Rogerson, Family Wealth Strategist, Wilmington Trust
Earn 1 hour CE credit for CIMA, CIMC AND CPWA
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10:15 - 10:50 am
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Vendor Fair | Coffee Break
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Breakout Sessions
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11:00 - 11:50 am
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The Next Tsunami-Charitable Giving with Non Charitable Trusts
Presenter Al W. King III, South Dakota Trust Company LLC
Earn 1 hour CE credit for CFP, PACE (CAP), CIMA, CIMC AND CPWA
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Effective Collaboration: The Critical Frontier Of Philanthropic Planning
Presenter Chris Venn, The Legacy Companies,LLC
Earn 1 hour CE credit for CIMA, CIMC AND CPWA
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Using Financial Products with Four Charitable Financial Planning
Tools
Moderator: Les Winston, Insurance and Financial Services Inc and the Advisors in Philanthropy Foundation
Panelists: Ted Batson, Renaissance; Steve Hamilton, JD, CLU, ChFC, CLTC Nationwide; Dave Holaday, Wealth Design Consultants, LLC;Suzanne M. Rohlfs, Esq., CAP(r), The Greater Cincinnati Foundation
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12:00 - 12:50 pm
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General Session: "Sustainability
2075” – A Case Study On How One Advisor Has Structured His Business For The
Future
Monroe Diefendorf, CAP, ChFC, CFP, CLU, Argonne Trust
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1:00 - 2:20 pm
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Luncheon General Session
Wealth
Planning in 2015 and Beyond:
What’s New & What Do We Do, Including a
Legislative Update
David Cahoone, Johnson Browning & Clayton
Earn 1 hour CE credit for CFP, PACE (CAP), CIMA, CIMC AND CPWA
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Breakout Sessions
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| 2:30 - 3:20 pm |
The Fusion of Values-based Legacy Planning and Personalized Philanthropy:
Positioning your Practice to Succeed with Highest Capacity Clients
Moderated by Phil Cubeta, CAP, The American College Panelists: Tim Belber, JD and Dr. Steven Meyers
Earn 1 hour CE credit for PACE (CAP), CIMA, CIMC AND CPWA
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Aligning Philanthropic and Investment Capital for Impact: An Integrated Approach for Creating a Better World
Presenter: Bruse DeBoskey, The DeBoskey Group and Stephanie
Gripne, Ph.D., The Impact Finance Center.
Earn 1 hour CE credit for CFP, PACE (CAP), CIMA, CIMC AND CPWA
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Becoming the Philanthropic Leader In Your Community: Wins, Losses and Results from the Field
Presenters: Yale Levey & Ryan Ponsford
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3:30 - 4:20 pm
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International Giving
Presenter, Dory Gannes, Silicon Valley Community Foundation
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Private
Foundations: Tools to Add to Your Planning Arsenal to Achieve Your Clients’
Goals
Richard Fox, Dilworth Paxson, LLP
Earn 1 hour CE credit for CFP, PACE (CAP), CIMA, CIMC AND CPWA
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Giving While
Living – Monetizing Life Insurance for Today’s Needs
Jon B. Mendelsohn, Ashar Group-Secondary Market and Valuation Specialists
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4:30 - 5:20 pm
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Afternoon General Session
Introducing the CRT Rollover | Evan Unzelman, President, Sterling Foundation Management
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5:30 - 6:30 pm
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Vendor Fair Reception
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Wednesday, April 29
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7:30 - 8:30 am
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Breakfast Buffet
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| 8:30 - 9:45 am |
General Session:
Highlights from the 2014 U.S. Trust® Study of High Net Worth Philanthropy | Claire Costello, National Philanthropic Practice Executive for Philanthropic Solutions, U.S. Trust Bank of America Corporation
Earn 1 hour CE credit for PACE (CAP), CIMA, CIMC AND CPWA
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9:45 - 10:10 am
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Vendor Fair | Coffee Break
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10:15 am-2:15 pm
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Open Space Session with Buffet Lunch
Creating An Open Space for Giving to Flourish in our Communities | Session Leaders: Phil Cubeta, CAP ChFC CLU and Jean Russell, Facilitator
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2:15 - 2:30 pm
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Closing Remarks and Farewell
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