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Conference on Philanthropy 2016 Schedule
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Schedule as of April 26, 2016 - Subject to Change

Monday, May 9

11:00 am

Registration Opens
12:00 noon
Opening Luncheon and Keynote: Finding Your Can't Not Do - Pathways for Donors That Want to Have Real Impact

Paul Shoemaker, Author, Can't Not Do Details

2:00 pm
Breakout Sessions
 Interpersonal Communications

The Sway of Story: Generating High-Yield Conversations with Clients and Donors
Susan Turnbull, Personal Legacy Advisors, LLC Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

Using the Exit Planning Process to Promote Charitable Giving. John Brown, Business Enterprise Institute, Inc Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

Creating an Impactful Christian Family Legacy through Charitable Planning
Joseph Sturniolo, Kardia LLC Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

3:00 pm

General Session: Become a Power Advisor by Understanding the Nuances of Charitable Giving in America
Keith Curtis, Chair, Giving USA Foundation and Founder, President, The Curtis Group Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

4:00 pm
Coffee Break
4:30 pm
Breakout Sessions
 

Generation Family Legacy Planning: Energizing Your Practice and Creating Raving Fans
William High, National Christian Foundation Heartland Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

Unpacking Impact: 5 Years in - What's Fad and What's Fab?
Richard Marker, NYU Academy Funder Education, Marker Goldsmith Philanthropy Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

The Champion Path: Replicating Your Best Relationships
Ken Doyle, Getting Results Coaching Details

5:30 pm
Vendor Fair Reception
6:30 pm
Fithian Awards Dinner
9:00 pm AiP Foundation Talent Show

Tuesday, May 10

8:30 am
Breakfast General Session: Charitable Planning Update: A Discussion About Current Trends in the Charitable Planning Space
David Murray and Ellen Fishbein, Sterling Foundation Management   Details

10:00 am
Breakout Sessions
 

Keeping Private Foundations Out of Tax Trouble
Cheryl Schaffer, Wrightford Young & Company Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

Philanthropic Fracking- Unlocking the Illiquid Assets for Charitable Causes 
Andrew Hastings, National Philanthropic Trust Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

Introduction to Young Pooled Income Funds and the High Cash Flow Investment Strategy 
Matthew Moses, Camelot Portfolios, LLC, Laura Noble, Camelot Portfolios, LLC Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

11:00 am
Coffee Break
   
11:30 am
Breakout Sessions
12:00 pm

Global Trends in Social Innovation and Impact to Living Well
Darby Hobbs, Social3 Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

Top Ten Tax Rules for Non-Cash Gifts
Susan Colson, New York Community Trust's Westchester Community Foundation Details

.Offers one CE credit hour each for the CFP and PACE (CAP) designations

 

12:30 pm

Luncheon General Session:  Monetization and Valuation Issues for Life Insurance in Philanthropy
Jon B. Mendelsohn, Ashar Group LLC Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

2:00 pm
Breakout Sessions
 

How Giving Wisely Benefits Clients and Advisors
Paul Penley, Excellence in Giving Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

Bashing UBIT to Bits
Dan Rice , National Community Foundation  Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

(New Topic!) Tax Sheltered Impact Investing:
The Next Generation of Philanthropy

Roey Diefendorf, 3 Dimensional Wealth Advisory Details


 3:00 PM
Coffee Break
 3:30 pm
Breakout Sessions
 

Inspired Clients & Advisor Partnerships for a Better World
Tracy Gary, Wholehearted Generosity & Triskeles Foundation; Clemens Pietzner,Triskeles Foundation; Louis Wellmeier,Triskeles Foundation Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

2016 Could te The Greatest Year for New CRT's in Gift Planning
Charles McLucas, Charitable Trust Administrators, Inc. Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

 

 4:30 pm

General Session: Recent Developments in Charitable, Trust, Estate & Income Tax Planning
David Cahoone, Johnson, Browning & Clayton Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

5:30 pm

General Session: Starting the Conversation: Defining Goals and Values at the End of Life
Randi Belisomo, WGN- TV, Life Matters Media; Mary F. Mulcahy, M.D., Life Matters Media and Celeste Gallati, Life Matters Media Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

6:30 pm
Vendor Fair Reception
7:30 pm
Optional Dine Around

Wednesday, May 11

8:00 am
How Do Advisors Do What They Do (Results of the AiP Best Practice Survey)
Ron Philgreen Details
9:00 am
Breakfast Keynote: Me to We: Engaging the Next Generation of Change-Makers
Craig Kielburger, We Education, Inc. Details

10:30 am
Coffee Break
11:00 am

General Session: The Riley Case
Phil Cubeta, The American College; David Holaday,Wealth Design Consultants, LLC Details

Offers one CE credit hour each for the CFP and PACE (CAP) designations

1:00 pm

Luncheon General Session: High-Performance Teaming and Professional Collaboration 
Mark Alton,The Armory Group at Morgan Stanley Wealth Management;Todd Fithian,The Legacy Companies, LLC Details

2:00 pm
Thank you and Goodbye
Generation Family Legacy Planning: Energizing your Practice and Creating Raving Fans 
William High, Servant Christian Community Foundation Details 
Generation Family Legacy Planning: Energizing your Practice and Creating Raving Fans 
William High, Servant Christian Community Foundation Details 

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