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Conference On Philanthropy 2020 Schedule
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The AiP Conference on Philanthropy 2020 will offer up to 15 hours of CFP® CE credit and credit for American College Professional Recertification (formerly PACE), CAP®, CFP®, CIMA®, CIMC®, and CPWA® designations. CPA designees andother 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.

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 Monday, May 18, 2020

 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

 Panel of Bay Area Community Foundation Executives 

  • Fred Blackwell, The San Francisco Foundation
  • James Head, East Bay Community Foundation 
  • Nicole Taylor, Silicon Valley Community Foundation 

 Offers 1.5 hour CE

 1:40 -   2:40 pm

 Keynote Session

 Expert Client Strategies Using Donor Advised Funds (DAFs)

  • Ted Hart, CAF America

Offers 1 hour CE

 2:40 -
3:10  pm

 Coffee Break with Exhibitors

 3:10 -   4:10 pm

 Keynote Session

 Session Title Coming Soon!

  • Mark Thomas, KPMG LLP

 Offers 1 hour CE

 4:20 - 
 5:20 pm

 Keynote Session

 Dynamic Gift Conversation Opportunities in the 2020 Maelstrom

  • David K. Cahoohe, Brown University

 Offers 1 hour CE

 6:00 pm

 Opening Reception with Exhibitors

 6:45 pm

 Annual Meeting and Jeffersonian Dinner

Along with a brief AiP Update and Annual Meeting, guests will enjoy a Jeffersonian Dinner style conversation throughout the evening. The purpose of a Jeffersonian Dinner is to build a sense of community and partnership around our shared interest – in our case, philanthropy. A table host will guide the conversation to share values, inspire new ideas, and make connections with fellow conference attendees. This event is included in conference registration.

Tuesday, May 19, 2020

 7:00 am

 Registration and Buffet Breakfast Opens

 8:00 -
 9:15 am

 Keynote Session

 Fireside Chat

  • Sam Cobbs, The Tipping Point

 Offers 1.5 hour CE

 9:25 -
 10:25 am

 Breakout Sessions

What Do I Do With All This Stuff? Charitable Planning With Art and Collectibles

  • Claudia Worthington Hess, Hess Art Advisory
  • Ramsay Slugg, Bank of America

Offers 1 hour CE

2020 Vision: Planned Giving for the Next Decade and Beyond

  • Aviva Boedecker, 

Offers 1 hour CE

Revolutionized Philanthropy: A Bank, a Foundation, and a Millennial Walk into a Bar

  • Vivienne Hsu, LenDonate 

Offers 1 hour CE

 10:25 -
 10:50 am

 Coffee Break with Exhibitors

 10:50 -
 11:50 pm

 Keynote Session

 Session Title Coming Soon!

  • Jennifer Kenning, Align Impact

 Offers 1 hour CE

 11:50 am - 
 12:45 pm

 Lunch

 12:45 -
 1:45  pm

 Keynote Session

 Session Title Coming Soon!

  • Robert Rosen, Gates Philanthropy Partners 

 Offers 1 hour CE

 1:55 -
 2:55 pm

 Breakout Sessions

 The LEGA-C Gift

  • Randy Fox, Two Hawks Consulting, LLC
  • Johnne Syverson, Syverson Strege

 Offers 1 hour CE

Accessing Philanthropic Capital - Businesses Doing Good Things

  • Brigit Kavanagh, Kavanagh Rhomberg LLP

 Offers 1 hour CE

Building a Stronger Practice Through Philanthropy

  • Susan Kay, MFS
  •  Kim Laughton, Schwab Charitable 

 

 2:55 - 
 3:30 pm

 Coffee Break with Exhibitors

 3:30 -
 4:45 pm

 Keynote Session

 Panel: Stanford PACs

  • Kim Meredith, Stanford PACs
  • Kathy Kwan, Eustace-Kwan Family Foundation 
  • Ted Janus, J Capital

 Offers 1.5 hour CE

Wednesday, May 20, 2020

 7:00 am

 Registration and Buffet Breakfast Opens

 7:15 am

Breakfast and Networking for AiP Chapter Members   

Already a member of a chapter?
Network with other chapter members from around the country - see what works for them and get program ideas. 

Interested in starting a chapter in your area?
Hear from members who are part of a chapter and hear how they started one in their area. 

 7:45 am

 Sponsor Give Away Drawings

 8:00 - 
 9:00 am

 Breakout Session

How Donors Can Influence Change and Better Understand Social Return on Investment 

  • Traci Shirachi, The Mark
  • Jessica Mortone, The Mark

Offers 1 hour CE

The Rise of NextGen Influencers in Philanthropy

  • Dien Yuen, The American College of Financial Services
  • Crysti Zinan Chen, Uniwill Ventures
  • Tony Macklin, Tony Macklin Consulting

Offers 1 hour CE

Conversations from "Below the Neck" - Going deep into conversations that matter...

  • Alan Pratt, The Signatry

 Offers 1 hour CE

 9:10 -
 10:10 am

 Breakout Sessions

How and Why to Have a Philanthropic Conversation

  • Amanda Weitman, Wells Fargo
  • Teresa Mejia, The Women's Building

Offers 1 hour CE

Using Tax Planning to Elevate the Philanthropic Conversation

  • Lawrence Pon, Pon & Associates

 Offers 1 hour CE

 

 PACs Advisors Toolkit

  • Heather Newberry
  • Stephanie Diamond

 Offers 1 hour CE

 10:10 -
 10:45 am

 Coffee Break with Exhibitors

 10:45 am -
 12:00 pm

 

 Keynote Session

 Session Title Coming Soon!

  • Gary Reeves

 Offers 1.5 hour CE

 12:00 pm

 Closing Luncheon and Farewell
Schedule as of February 21, 2020 (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.


Early bird pricing through April 1! Save $100!

Registration Fees
Full Conference
Single Day
AiP Member**
$695 $595 $450
Non Member $895 $795 $450
501c3 Non Member $745 $645 $450
NEW AiP Member* $845 N/A

*Become a NEW member of AiP and get membership ($300 value) AND your conference registration for just $845.00! You will be contacted by the AiP office to complete your member registration.

**You must be signed in to receive member pricing. 

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