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Wednesday, November 13, 2024
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5:00 -
7:00 pm
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Registration Open
Ballroom Foyer |
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5:00 -
7:00 pm
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Casual Attendee Meet-Up
Coastal Manor, Bar on site at Marriott |
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5:00 -
7:00 pm
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Sponsor Setup
Ballroom Foyer
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Thursday, November 14, 2024
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8:30 -
9:30 am
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Registration and Exhibitor Area Open |
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9:30 - 10:45 am
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Welcome Remarks and Opening Keynote Session
All Bets Are Off
- Lisa Barr, National Philanthropic Trust
- David Ogburn, BNY Mellon Wealth Management
- Adam Rein, CapShift
- Moderated by Rick Peck, Richard C. Peck Consulting, LLC
Offers 1.5 hour CE
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10:45 -
11:05 am
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Break with Partners and Exhibitors
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11:05 am -
12:05 pm
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Breakout Sessions |
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The Joy, Justice, and Impact of Collaborative Giving
- Rebecca Darwent, Philanthropy Together
- Adriana Loson-Ceballos, Colmena Consulting
- Emily Rasmussen, Grapevine
- Moderated by Jay Weisman, Legacy Philanthropy Group
Offers 1 hour CE
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Generational Giving: The Art Angle
- Claudia Worthington Hess, Hess Art Advisory
Offers 1 hour CE
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12:05 -
12:30 pm
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Lunch Buffett |
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12:30 -
1:30 pm
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Lunch Keynote Speaker
Analyzing DAFs: Considering both Donor and Nonprofit Perspectives
- Erinn Andrews, GiveTeam
- Katherine Tuider, Aperio Philanthropy
Offers 1 hour CE
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1:30 -
2:30 pm
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Keynote
Trends in Philanthropy & Tooling Up for the Wealth Transfer
- Craig Buchanan, Capshift
- Jennifer Lehman, American College of Financial Services
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Nicholas Palahnuk, PhilanthPro
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Moderated by Rick Peck, Richard C. Peck Consulting, LLC
Offers 1 hour CE
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2:35 -
3:35pm
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Breakout Sessions |
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When Worlds Collide: How to Incorporate Charitable Planning into a Private Business Transition
- Eric Joranson, DAFgiving360™
- Christine Lim, DAFgiving360™
Offers 1 hour CE
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Becoming Secure in using Secure Act 1.0 and 2.0 to the Donor’s Advantage
- Johnne Syverson, CFP®, AEP®, CAP®, Charitable Giving Resource Center
Offers 1 hour CE
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3:35 -
4:00 pm
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Break with Partners and Exhibitors
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4:00 -
5:00 pm
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Keynote Session
Culture, Legacy, and Planning
- Crystal Thompkins, Daylight Advisors
- Dien Yuen, Daylight Advisors
Offers 1 hour CE
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5:00 -
6:30 pm
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Opening Reception with Partners and Exhibitors |
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Friday, November 15, 2024
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7:00 -
8:00 am
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Breakfast Buffet |
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8:00 -
9:00 am
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Keynote Session
Towards Greater Impact: How the Intergenerational Wealth Transfer is Shaping the Future of Philanthropy
- Carra Cote-Ackah, Center for High Impact Philanthropy (CHIP), University of Pennsylvania
- Katherina Rosqueta, Center for High Impact Philanthropy (CHIP), University of Pennsylvania
Offers 1 hour CE
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9:10 -
10:10 am
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Breakout Sessions
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Achieving Success for Families and Nonprofits through Planned Giving
- Hal J. Abrams, Fundraising Consultant
- Drew Moser, Lucky Duck Foundation
Offers 1 hour CE
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Money Rich But Time Poor: Tailoring Philanthropic Giving for Millennial Inheritors
- Katherine Fox, Sunnybranch Wealth
Offers 1 hour CE
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10:10 -
10:40 am
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Coffee Break with Partners and Exhibitors |
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10:40 -
11:40 am
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Breakout Sessions
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Introduction to Effective Philanthropy
- Andi Kang, Crown Wealth Management, Inc.
- Vera Michalchik, Stanford PACS, EPLI
Offers 1 hour CE
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From Control to Collaboration: How Advisors Can Champion Constituent-Led Philanthropy
- Rebecca Emami, United Way of Massachusetts Bay
Offers 1 hour CE
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11:40 am -
12:15 pm
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Lunch Buffet
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12:15 -
1:15 pm
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Lunch Keynote Session
Public Policy Update: Election Impact, 2025 Tax Reform, and the Great Wealth Transfer
Offers 1 hour CE
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1:20 -
2:20 pm
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Break out Sessions
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Case Study: Improving Client Outcomes, Maximizing Charitable Giving and Minimizing Taxes
- Shana Bielich, CFP®, Coghill Investment Strategies
- David DelFiandra, Leech Tishman
- Kate McKenzie, The Pittsburgh Foundation
Offers 1 hour CE
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The Opportunity to DAF Differently
- Lisa Barr, National Philanthropic Trust
- Diane Lai, Tides
Offers 1 hour CE
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2:30
3:45 pm
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Closing Keynote Session
Overcoming Psychological Barriers to Giving
- Jen Shafer, ideas42
- Julia Ritz Toffoli, ideas42
Offers 1 hour CE
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| Schedule as of August 22, 2024 (subject to change) |
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CE credit hours pending approved for CFP® CE credit and credit for
American College Professional Recertification (formerly PACE), CAP®, CIMA®, CIMC®, and CPWA® designations.
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