Conference Sessions

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7:45-8:15 am Registration and Breakfast

8:15-9:45 am Welcome & Opening Keynote: Rebecca Rothey, CFRE, CAP Greater Washington Foundation, Bankers and Accountants. Oh My! Working with Professional Advisors

9:30-9:50 am Break

10:00-10:50 am

Session 1: Kathleen Bilderback JD, LLM, founding Member Affinity Law Group LLC. From an Attorney’s Perspective, How Gift Planners Can Best Succeed

Session 2: Carol Weisman MSW Board Builders. Making the Ask

Session 3: Session 3: Larry Katzenstein JD, Partner Thompson Coburn LLP. Planned Giving 101

10:50-11:00 am Break


Session 1:  Larry Katzenstein JD, Partner Thompson Coburn LLP. Advanced Planned Giving

Session 2:  Jeanne Dee CPA/CGMA Partner Anders CPAs and Advisors. The Impact of the Tax Cuts and Jobs Act on Charitable Giving

Session 3: Charles Slamar, JD, LLM, FCEP VP Thompson & Associates. IRA Calming Troubled Waters: Eliminate Delays When Requesting IRA Death Proceeds

12:00-12:50 pm Lunch

1:00-1:50 pm

Session 1:  Dianne Johnson, JD, President Endowment Builders. What’s New in Creating, Managing and Marketing Endowment Funds and Ted Williamson CPA of RubinBrown

Session 2:  George Bailey, JD, Co-Founder, Choose the Nickel, Vanguard Interanational Advisory Group. Knowing Their Stories: Fostering Donor Loyalty Through Donors’ and Recipients’ Shared Experiences

Session 3: Elliot Dole, AEP, CFP, EA, CEP Wealth Advisor Buckingham Wealth.  How Much is Enough? Helping Donors/Client Find Their Sweet Spot

1:50-2:00 pm Break

2:00-2:50 pm

Closing Key Note: George Bailey JD. Multi-Generational Generosity: The Challenges and Opportunities of Teaching the Next Generation to Give.

3:00-4:30 pm Happy Hour