8:00am - 8:30am

Log on, Networking, Partner Connections

 8:30am - 8:40am

Welcome Announcements

Breakout

Sessions

9:45am-

10:45am

Basics Track

 "Viral Media Fundraising,

Corporate Sponsorships,

Legacy Planned Giving"

Pete Winters President Virtual Media Fundraising

Mike Skrypnek CEO & Founder Grow Get Give Coaching

Session Partner

Pre-Approved for 1 PT  CE Credit

Intermediate Track

"The Intergenerational

Wealth Transfer: 

Disruption, Protection,

and Profit"

Chris Heldman

President and CEO

Legacy Leaders

 Technical Track

"Fueling Your Mission: 

Capitalizing on Gifts

of Oil and Gas"

Joe Hancock

Vice President and

General Counsel

High Ground Advisors

 Breakout Sessions

11:00am-12:00pm

"How to Begin a

Gift Conversation"

Senior Director, Gift Planning

Northwell health Foundation

Your session host: John Moore

Presentation

Pre-Approved for 1 PT  CE Credit

 Intermediate Track

"Why and How

Financial Advisors Should

Engage Clients in Philanthropy"

Juan C. Ros,

CFP(R), AEP(R),CSPG, CEPA, CVGA(R)

Financial Advisor

Forum Financial Management, LP.

Presentation

Your session host: Andy Ragone

Pre-Approved for 1 PT  CE Credit

Pre-Approved for 1 hr (R) CE Credit

 Technical Track

"Socially Responsible Investing"

Brion Crum

Vice President | Investments

Caliber Funds

No Presentation for this Session

Your session host:  Lori Shepherd

Pre-Approved for 1 PT  CE Credit

Pre-Approved for 1 hr (R) CE Credit

12:10pm - 12:30pm

Lunchtime Demo

Margaret Stephens-Reed and Chef Butch

 12:30pm 1:45pm

Lunch Keynote

"The Secrets to Charitable Gifts

of Noncash Assets"

Dana J. Holt, JD, RICP, AEP(R), CAP(R)

CEO and Philanthropic Strategist 

Holt Consulting

Conference Extras

1:50pm-

2:40pm

"The Organized Estate: 

A Gift You Give Yourself and Others"

Andrea Brundage

Professional Organizer &

Bringer of Calm

Simple Organized Solutions (SOS)

Your session host: Andy Ragone

Presentation

Pre-Approved for 1 PT  CE Credit

Ask The Experts:

Joe Hancock

Chris Heldman

Pete Winters

Ask the Experts

will be delivered in

separate virtual meeting rooms 

for each expert providing a

deeper dive into the areas

of expertise in an open

dialogue format

Facilitated Networking:

"Professional Advisors

and Planned Giving"

Facilitated networking

session presented in a

open dialogue format

with structure and engaging

tools to maximize

connections and 

useful take aways

 8:00am - 8:15 am

Reconvene and Welcome Announcements

Conference Extras

8:15am-

9:15am

Ask The Experts:

Alexandra Brovey

Juan Ros

Ask the Experts will be

delivered in separate

virtual meeting rooms

for each expert providing

a deeper dive into the areas

of expertise in an open

dialogue format

 "Approaching Diversity, Equity,

and Inclusion: Finding Your

Why and Beginning the Conversation"

Michael Kenyon President & CEO National Association of Charitable Gift Planners

Kelli A. Smith, CFRE Chief Development Officer John Ball Zoo | Chair-Elect, NACGP

Presentation        CGP DEI Statement

Your session host:  Stephanie Weadock

Pre-Approved for 1 PT  CE Credit

Facilitated Networking:

"Planned Giving Career Resources"

Kristen Mihaljevic, 

Director, Planned Giving

Arizona Community Foundation

=========================

 PGRTAZ Membership  

"Joining the

Planned Giving Round Table

of Arizona"

Learn about PGRTAZ

membership 

to include benefits, connections, 

membership makeup

and networking 

opportunities

Breakout

Sessions

10:00am-

11:00am

Basic Track

"Planned Giving and

Endowment Basics"

Richard Kasper

President & CEO

Jewish Community Foundation

of Greater Phoenix

Your session host: John Moore

Presentation

Pre-Approved for 1 PT  CE Credit

Pre-Approved for 1 hr (R) CE Credit

Intermediate Track

"Creating and Engaging

a Planned Giving

Professional Advisory

Council"

Beth Salazar, CAP(R)

Planned Giving Manager

Southwest Autism Research and

Resource Center (SARRC)

Your session host: Andy Ragone

Presentation

Pre-Approved for 1 PT  CE Credit

Technical Track

"Tea Leaves and

Storm Warnings: How

the Biden Tax Agenda

Could Affect Charitable Gift

Planning"

Russell A Willis III, J.D., LL.M.

Tax Lawyer, Writer

and Consultant

Session Partner

Your session host:  Jeannette Wright

Presentation

Pre-Approved for 1 PT  CE Credit

Pre-Approved for 1 hr (R) CE Credit

 Breakout Sessions

11:05am-

12:05pm

Basic Track

"I Implemented a Planned

Giving Program -

A True Story"

Margaret Stephens-Reed

Director of Development

VALLEYLIFE 

Your session host:  Stephanie Weadock

Intermediate Track

"Integrating a Successful

Business Exit with the

Significance of

Charitable Giving"

Laura J. Malone, CAP(R), CEPA

Development Officer

Community Foundation of

Lorain County

Session Partner

Presentation

Your session host:  Judi Smith

Pre-Appr0ved for 1 PT  CE Credit

Pre-Approved for 1 hr (R) CE Credit

 Technical Track

"Take the Fear Out of

Gifts of Real Estate!"

Dana J. Holt, JD, RICP, AEP(R), CAP(R)

CEO & Philanthropic Strategist

Holt Consulting

Your session host: Andy Ragone

Pre-Approved for 1 PT  CE Credit

Pre-Approved for 1 hr (R) CE Credit

12:05pm - 12:40pm

Closing

Thank You, Recognitions and Prize Giveaways