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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
11:00-11:50
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