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19th Annual Summer Forum

June 12, 2013 (Wed)

Theme...  Gateway to Impact

The educational format for 2013 will again include 3 Master Plenary sessions, a full day with 4 breakout sessions in 3 distinct tracks (one each, designed for freshman gift and estate planners, seasoned planners, and non profit leadership), an extended intra-day networking session (new), and an end of day wrap up celebration in our Community Lounge.  Last year, Goodman's Community Lounge was the hit of the event...don't miss this year's edition!

Note:  This page gets its full makeover during February, as we finalize speakers and topics, continue reaching out to marketing collaborators and sponsors, and begin revving up for marketing and communications efforts in March, April, May and June.

2012 Returning sponsors:

Thank You!

 Ward T Bell and Associates

 SF Committees and Chairmanships

SF Chair:  Melissa Kemp
Sponsorship Chair:  Russ Goldstein
Marketing Collaborator Outreach:  Russ Goldstein
Program Emphasis:  John House, Beth Salazar, Ed  Knight, Zee Peters
Communications and PR Chair:
Event Day Volunteers Chair: Jackie Palmenberg
Event Day Giveaways Chair:

Summer Forum Committee begins meeting formally on December 10th (Monday) at 3:30 pm, via conference call, and will meet every 2nd Monday of every month at 3:30 pm through July 2013. 

Each call is a facilitated working call, with a pre-planned agenda distributed in advance, and is expected to last 1 hour and 15 minutes. 

Committee members will take task specific assignments from each meeting with an expected 1-2 hours for completion before the next committee call/meeting.

 Quick Facts before the first Committee Meeting:

Board approved the following items as goals/metrics for the 2013 Summer Forum:

Event Budget (and final actual numbers) should reflect at a minimum a $6,000 net profit for PGRTAZ, in order to support upgraded continuing education program content and speakers for the next year of regularly scheduled monthly membership events, priced primarily to cover venue and meals costs.

A successful Summer Forum will impact PGRTAZ positively in other ways, including:

  • increasing PGRTAZ membership by 20 people by 7/31/13
  • adding a new tool to measure volunteer time dedicated to producing this event
  • identifying and securing at least 3 new marketing collaborators
  • identifying and securing 2 new PGRTAZ annual sponsors
  • identify the 2014 SF Chair commitment by 7/31/13

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