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

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

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)

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

Breakout

Sessions

1:35pm -

2:40pm

"How a Pandemic Magnified

the 'Why' in Planned Giving"

Nathan Stelter

President

The Stelter Company

Getting Inspired

Panel Discussion

"Secrets to Developing Advisor

Partnerships"

Moderator

Andy Ragone, CGPP

Integrated Marketing

West Coast Region U.S.A.

Crescendo

Panelists

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