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Formerly known as Planned Giving Round Table of Arizona

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29th Annual Conference 

Arizona's Premier Education Event for Gift Planning Professionals

May 19, 2023

Desert Willow Conference Center

4340 East Cotton Center Blvd.
Phoenix, AZ 85040

Click Here to Register Today!


Click Here for Partner Opportunities!


Preliminary Program Line Up

(subject to change)


 7:15am 

Check in, Networking, Partner Connections

Breakfast

8:00am

Opening Announcements


Breakfast Keynote

8:10am - 9:00am

"Seven Things Donors

Wish We Knew"




Wayne Olson

Fundraiser, Author, Speaker

Aim Higher


Presentation Description


No Presentation for this Session



Session is Approved for 1PT  CE Credit


 Lunch Keynote

12:30pm - 1:20pm


"Stories of Ethical Dilemmas

in Charitable Planning:

Learn from the Mistakes

of Others"


Johni Hays, J.D., FCEP

Executive Vice President 

Thompson & Associates


Presentation Description


 Presentation 


Session is Approved for 1PT  CE Credit



9:00am - 9:15 am

Break





Breakout

Sessions

9:15am -

10:20am

 Getting Started

"72-Hour

PG Program"



Judi Smith, MA, CFRE

President

GivingSmith






Session is Approved for 1PT  CE Credit


 Getting Inspired

"How to Effectively Manage Bequests 

and Honor

Your Donor’s Intent"



Lindy Nash

Supervising Attorney

Chisholm Chisholm & Kilpatrick LTD


Presentation Description


Presentation






Session is Approved for 1PT  CE Credit

 Getting Technical


"The Five Key Financial Planning

Trends That Will Impact Giving"


Juan Ros,

CFP®, AEP®, CEPA®, CVGA®

Financial Advisor

Forum


Presentation Description


Presentation






Program is Approved for one (1) hour of   CE credit

Session is Approved for 1PT  CE Credit



10:20am - 10:30am

Break





Breakout

Sessions

10:30am -

11:40am

 Getting Started


"Do's and Don'ts for

Art Donations"


Carolyn Mani

West Coast Director

Trust & Estates

HERITAGE AUCTIONS


Presentation Description


Presentation



Phoenix Estate Planning Attorneys | Morris Hall, PLLC


Program is Approved for one (1) hour of   CE credit

Session is Approved for 1PT  CE Credit

Getting Inspired

"Jeopardy!

Alex Trebeck,

I'll Take Annuities for $1,000"


Johni Hays, JD, FCEP

Executive Vice President 

Thompson & Associates


                       Presentation Description

     Presentation



Program is Approved  for one (1) hour of   CE credit

Session is Approved for 1PT  CE Credit

Getting Technical

"The Generous Business: 

How Families Use Their Business

as an Engine for Generosity"


Michael King

Vice President

Charitable Wealth Strategist


Presentation Description


Presentation



Program is Approved for one (1) hour of   CE credit

Session is Approved for 1PT  CE Credit

11:40am - 11:55am:  Break

11:55am:  Lunch

12:30pm - 1:20pm

Lunch Plenary

1:20pm - 1:35pm:  Break





Breakout

Sessions

1:35pm -

2:40pm

Getting Started

"Generosity and

Legacy"


Lucas Cooper

VP of Network Relations

National Christian Foundation



Presentation Description


No Presentation for this Session






Frazer Ryan Goldberg & Arnold LLP



Session Approved for 1PT  CE Credit

Getting Inspired


“Tax Policy: Driver of Gifts

or Restrictor of Gifts?”



Amina Saeed

Attorney

River Valley Law Firm



Presentation Description


Presentatation


Additional Reference Material




Zia Trust, Inc. - "The Advisors' Trust Company®" - Independent Fiduciaries


Program is Approved for one (1) hour of   CE credit

Session  Approved for 1PT  CE Credit

Getting Technical

"Life Insurance Settlements:

An Additional Fundraising

Opportunity"

Lisa Rehburg

Life Insurance Settlements Broker

Rehburg Life Insurance Settlements


Presentation Description


Presentation


Additional Reference Material







Program is Approved for one (1) hour of   CE credit

Session is Approved for 1PT  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




     





Thanks To Our AV Partner

 

    

    Thanks To  Our Program Partners 





 

    

       

         




Thank You To Our Individual Sponsors


Russell Bucklew


Andrea Claus


Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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