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WEDNESDAY, MAY 29, 2019

12:00 pm – 7:00 pm
REGISTRATION OPEN

2:00 pm – 5:00 pm (Concurrent)

PLANNED GIVING PRIMER
Kimberley Valentine,
Director, Leadership Gifts, LA PHIL Walt Disney Concert Hall, Hollywood Bowl
Michele Bignardi, Senior Vice President, Netzel Grigsby Associates, Inc. 
Debbie Bills,
Senior Executive Director, Planned Giving Administration, City of Hope

6:00 pm – 8:00 pm
HOSTED WELCOME RECEPTION

THURSDAY, MAY 30, 2019

7:00 am – 7:00 pm
REGISTRATION OPEN

7:30 am – 8:30 am     
REGISTRATION AND BUFFET BREAKFAST

8:30 am – 10:00 am
OPENING KEYNOTE
Dr. Steven Packer, President/CEO of Montage Health
Kevin Causey, Vice President/Chief Development Office, Montage Health Foundation

10:15 am – 11:30 am
BREAK-OUT SESSIONS

DAF: Friend Or Foe
Shelley Hoss,
President, Orange County Community Foundation

The New Tax Law
Bill Knox, Director, Technical Consulting, TIAA Kaspick

Initiating the Gift of Insurance
Rachel Tichauer, Principal, Kadima Financial and Insurance Solutions

Gifts of Intellectual Property
David Wheeler Newman, Partner, Mitchell Silberberg & Knupp LLP

11:45 am – 12:45 pm
LUNCH and PRESENTATION OF DISTINGUISHED SERVICE AWARD

12:45 pm – 1:45 pm
LUNCH KEYNOTE

Giving: Life Lessons from my Grandmother
Crystal Thompkins CAP®,CSPG, National Director, Gift Planning Services, BNY Mellon

2:00 pm – 3:15 pm
BREAKOUT SESSIONS

Common Gift Planning Mistakes
Bill Knox, Director, Technical Consulting, TIAA Kaspick

How To Manage Asssets When the Donor Gave Them Away
Reynolds Cafferata,
Partner, Rodriguez, Horii, Choi & Cafferata

Building A Legacy Society
Bill McDermott
Frank Stasio,
Senior Director of Planned Giving at Los Angeles LGBT Center
Moderator:  Michele Bignardi, Senior Vice President, Netzel Grigsby Associates, Inc. 

TBD
Nathan Chappell MBA, MNA, CFRE, Senior Vice President of Philanthropy, City of Hope
Nathan Fay, MA, CFRE, Associate Vice President, Prospect Development & Strategy, City of Hope

3:45 pm – 5:00 pm
BREAKOUT SESSIONS

Gifts of Real Estate
Jim Normandin, Gift Planning Consultant, Normandin & Associates

Session: TBD
The Stelter Company

Session: TBD
Crystal Thompkins CAP®,CSPG, National Director, Gift Planning Services, BNY Mellon

Session: TBD
Debbie Kasemeyer, Senior Vice President and Director of Community Development & Investments, Northern Trust

5:00 pm – 7:00 pm
HOSTED COCKTAIL RECEPTION

FRIDAY, MAY 31, 2019

7:00 am – 8:00 am
REGISTRATION AND BUFFET BREAKFAST

8:00 am – 9:15 am
BREAKOUT SESSIONS

Creative Use of an Insurance Gift
Ray Watts,
Senior Associate Vice President for Advancement Development Office, University of Redlands
Your Marketing Messages Create New Roads
Anthony Ragone, West Coast Marketing Representative, Crescendo Interactive

Accelerating the Remainder Gift
Russell Willis, Planned Gift Design Consultant, The Greystock Project

9:30 am – 10:45 am
BREAKOUT SESSIONS

Is Your Organization Ready for a Transformational Gift?
Peter Hayashida, President, UCR Foundation and Vice Chancellor, Advancement at UCR

Charitable Lead Trusts
Jane Peebles, Partner, Karlin & Peebles LLP

Issues That Prevent Collaboration between Gift Planners & Financial Planners
Juan Ros CSPG, CFP®, AEP®. Financial Advisor, Forum Financial Management, LP

Naviagating the Twists & Turns of Testimentary Gift Annunities
Elizabeth Bawden, Partner, Withers Bergman LLP

11:00 am – 12:30 pm
CLOSING KEYNOTE
Lessons Learned
Jay Harvill, Director of Gift Planning, Methodist Hospital
Claudia Sangster,
Senior Vice President, Director of Family Education and Governance in Wealth Management, Northern Trust Company
Elizabeth Bawden,
Partner, Withers Bergman LLP
Stephanie Buckley,
Senior Fiduciary Regional Manager, Philanthropic Services, Wells Fargo Private Bank