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Arizona's Premier Education Event for Gift Planning Professionals

Click Here to Register Today!


Hilton Phoenix Airport

2435 S 47th St, Phoenix, AZ 85034

Click Here to View Partnership Details!


Preliminary Program Line Up

(subject to change)


 7:15am 

Check in, Networking, Partner Connections

 7:45am

Breakfast

8:00am

Opening Announcements


Breakfast Keynote

8:10am - 9:00am

"How Much is Enough?"

 

A. Charles Schultz, J.D., AEP(R)

President

Crescendo Interactive, Inc.

Presentation Description



Session Pre-Approved for 1PT  CE Credit

Session pre-approved for 1HR  CE Credit

 Lunch Keynote

12:30pm - 1:20pm


"The Impact of Diverse

Wealth Transfer"

Rodney O. Parks

Executive Director - Principal Gifts 

University of Cincinnati Foundation


Presentation Description




Session Pre-Approved for 1PT  CE Credit

Session pre-approved for 1HR  CE Credit


9:00am - 9:15 am

Break







Breakout

Sessions

9:15am -

10:20am

 Getting Started

"What's So" of Designations

and Certifications"

Tiffany T. House, CAP(R), CEPA

President | CEO

Gift Planning Institute


Presentation Description





Session Pre-Approved for 1PT  CE Credit


 Getting Inspired

"10 Principles for Gift Planning

Program Success: 

Practical Application of

CGP's National Standards 

for Gift Planning Success"

Nathan Stelter

President

The Stelter Company


Presentation Description


Session Pre-Approved for 1PT  CE Credit

 Getting Technical

"Washington, DC: 

Insight and Trends"

Sandra G. Swirski

Co-Founder

Urban Swirski & Associates, LLC


Presentation Description



Session Pre-Approved for 1PT  CE Credit

Session pre-approved for 1HR  CE Credit


10:20am - 10:35am

Break







Breakout

Sessions

10:30am -

11:40am

 Getting Started

"DEI and Philanthropy: 

How to Create A Diverse

Donorbase"

Dr. Linda Groomes

Founder | CEO

Achieving My Purpose (AMP)


Presentation Description

No Presentation/Reference Material

for this Session


Session Pre-Approved for 1PT  CE Credit

Getting Inspired


"Leveraging Partnerships

with Professional Advisors

to Obtain Planned Gifts"


Kimberly Jetton, MNM, CFRE(R)


Presentation Description 


Session Pre-Approved for 1PT  CE Credit

Session pre-approved for 1HR  CE Credit

Getting Technical

"Nothing CRYPTic About

These NiFTy Gifts"


Brian Nielson

Associate General Counsel

ASU Enterprise Partners


Presentation Description





Session Pre-Approved for 1PT  CE Credit

Session pre-approved for 1HR  CE Credit

11:40am - 11:55am

Break


11:55am

Lunch


12:20pm - 1:20pm

Lunch Plenary


1:20pm - 1:35pm

Break









Breakout

Sessions

1:35pm -

2:40pm

Getting Started





"How a Pandemic Magnified

the 'Why' in Planned Giving"


Nathan Stelter

President

The Stelter Company


Presentation Description

Session Pre-Approved for 1PT  CE Credit




Getting Inspired

Panel Discussion

"Secrets to Developing Advisor

Partnerships"


Moderator

Andy Ragone, CGPP

Integrated Marketing

West Coast Region U.S.A.

Crescendo


Panelists


Carina Burtell

Financial Advisor

Edward Jones


Kimberly Jetton,

MNM, CFRE(R)

President

Executive Director

The Orange

Catholic Foundation

 


Darin Shebesta,

CFP(R), AIF(R)

Certified

Financial Planner

Jackson/Roskelley

Wealth Advisors


Presentation Description




Download Additional Reference Document Here


Session Pre-Approved for 1PT  CE Credit

Session Pre-Approved f10or 1HR  CE Credit

Getting Technical

"The Power of CRTs"

Andrew P. Tiebert,

CPA, CFP(R)

Director, Gift Planning

Department of Development

Mayo Clinic


Brandon M. Stenseth, J.D.

Gift Planning Administrator

Department of Development

Mayo Clinic


Presentation Description



 


Breakout Partner

Jonathan Morrison

The Go-To CLAT Attorney

Session Pre-Approved for 1PT  CE Credit

Session pre-approved for 1HR  CE Credit

2:40p - 2:55pm

Break

2:55pm - 3:30pm

Closing

End of the Day Giveaways


    

Thank You to Our Event Partner: 

  



Thank You to Our Lunch Sponsor


Thank You to Our Pre-Conference Reception Partner




Thank You to Our Breakout Session Partners


     


        Board of Directors


                  



Jonathan Morrison

The Go-To CLAT Attorney




Thank You to Our Program Partners  


              


    


Thank You to Our Partners  


                         


                        Andrea L. Claus


   


Thank You to Our Marketing Partners

 

                                      


Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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