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2018 Conference Speakers

JENNY HILL BRATT
Partner, Withersworldwide

Jenny Hill Bratt
 is a partner in the private client and tax team at the law firm Withers Bergman. Her practice is focused on US and international estate planning, trusts and estates administration, family business planning and charitable planning and exempt organizations. Jenny regularly advises clients in planning and implementing charitable gifts including structuring such gifts through charitable remainder trusts and charitable lead trusts. She can also assist clients with the formation of private foundations and private operating foundations and advise such clients on issues that arise in the administration of such entities. Jenny is certified as a specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. She holds a Bachelor of Arts from University of California San Diego and a Juris Doctor and Master of Laws in Taxation from University ofSan Diego School of Law.


REYNOLDS CAFFERTA

Partner, Rodriguez, Horii, Choi & Cafferta

Reynolds T. Cafferata is a partner at a tax law firm, Rodriguez, Horii, Choi & Cafferata LLP, and represents charitable organizations and donors on a wide range of issues related to charitable giving, governance, charitable trust litigation, tax, and regulatory compliance.  Mr. Cafferata’s clients include universities, hospitals, community foundations, private foundations and other large non-profits as well as banks, trust companies and philanthropists.  Mr. Cafferata is a frequent speaker and writer on charitable topics, adjunct professor at the USC Gould School of Law, a member of the USC Tax Institute Planning Committee, member of the American College of Trust and Estate Counsel, past board member of the National Committee on Planned Giving, and past chair of the National Conference on Planned Giving.

KEVIN J. CAVANAUGH
Principal, Investment Counselor, Clifford Swan Investment Counselors

Kevin Cavanaugh joined Clifford Swan in 2011 after over 20 years of experience in the investment management industry, including founding an investment counseling firm in County Kerry, Ireland. Prior to that venture, he served as Chief Investment Officer of Palladian Capital Management in Los Angeles, which he founded in 1998. Earlier experience includes seven years as Executive Vice President of Cramblit & Carney, Inc., Los Angeles, where he managed client portfolios and performed fundamental research on equity and fixed income securities. Kevin began his career at CMB Investment Counselors as a research analyst and trader. Kevin holds a B.B.A. in Business Administration and an M.A. in Philosophy from Loyola Marymount University.|

LORRAINE DEL PRADO, CSPG, CFRE, FCEP

Principal, del Prado Philanthropy

Lorraine del Prado is principal of del Prado Philanthropy, which provides training and consulting services to help amplify the philanthropic practices of individuals, nonprofits and wealth advisors.  She is also a Vice President of Thompson & Associates, which is a premier provider of charitable estate planning consultation for donors of nonprofits throughout the US. Lorraine has been in charitable planning and fund development for more than 25 years and has led operations that have raised hundreds of millions of dollars in outright and legacy gifts.  She most recently served as Vice President for Seattle Children’s Hospital Foundation where she led their principal gift and legacy planning programs for 11 years.  Prior to her role at Seattle Children's, she served as the President of Children’s Hospital & Research Center Foundation at Oakland, a fundraiser at the University of California, Berkeley and Sr. Account Executive at New Boston Group, a fundraising consulting and direct marketing company. Lorraine earned a bachelor’s degree in Humanities, cum laude, from the University of the Philippines and a master’s degree in English Literature from Boston University. In terms of volunteer leadership, Lorraine is President of Leave 10, Board Member of the Seattle Philanthropic Advisors Network and Associate Dean for Planned Giving at the Association of Healthcare Philanthropy’s Madison Institute.  She is also a member of the Purposeful Planning Institute, Washington Women’s Foundation, the Washington Planned Giving Council and the Estate Planning Councils of Seattle and East King County.

RANDALL HALLETT JD, MBA, BS, CFRE

Executive Vice President & Principal Consultant, Gobel Group

Randall Hallett is currently the Executive Vice President and a Principal Consultant for the Gobel Group, a Philadelphia based leader in healthcare philanthropy consulting. He currently works with hospitals and medical centers in 12 states. His clients include Intermountain Health System, Catholic Health Initiatives (CHI) System, Dignity Health System, Indian University Health System, University of California Irvine, Baylor University Medical Center, Marshfield Clinic, and Genesis Health. The Gobel Group, itself, works almost exclusively in grateful patient fundraising and specifically with physician/clinicians on engaging with philanthropy. Prior, at the University of Nebraska Medical Center as the Chief Development Officer (CDO), MedCenter Sr. Executive, and Executive Director of Development, Randall was responsible for all aspects of fundraising including introduction of a major gift solicitations program through physician engagement, a concierge program, and a planned giving effort with led to a 600% increase during his tenure. He was also served for the $370 million dollar 11-month fundraising effort for Fred and Pamela Buffett Cancer Center. Prior to the MedCenter Randall was the CDO for two for private Catholic schools for six year stints in Kansas City, MO and St. Paul, MN. In his career, Randall has overseen all aspects of external relations including multi-million dollar annual giving programs, planned giving, marketing, special events, donor relations, admissions, public relations, alumni associations and two successful capital campaigns totaling more than $175 million dollars.
Randall has a bachelor’s degree in business/finance, an MBA, and a law degree where his personal emphasis was in taxation issues of estates and trusts.

TODD HANSON
Vice President, Center for Engaged Philanthropy, Orange County Community Foundation

Todd Hanson is vice president of the Center for Engaged Philanthropy at the Orange County Community Foundation.  For more than 16 years Todd has provided support to some of Orange County’s most generous families, helping them achieve their philanthropic goals and inspiring effective and impactful giving.   He works with donors to develop personalized giving plans, arrange agency site visits, organize presentations on community issues and provide research reports on nonprofits. He visits more than 100 nonprofit organizations each year to stay informed on the latest programs, services and results. He has more than 25 years of experience in nonprofits and is the former executive director of Camp Fire USA in Orange County. He is a graduate of California State University, Fullerton.

PETER HAYASHIDA, MBA

President, UCR Foundation and Vice Chancellor, Advancement at UCR

Peter Hayashida was appointed president of the UC Riverside Foundation and vice chancellor for advancement at the University of California, Riverside in 2009. He oversees development, alumni engagement, university communications, and advancement administration, and serves as CEO of UCR’s institutionally related 501(c)(3) foundation.Hayashida previously worked for 19 years at UCLA in a variety of roles including assistant vice chancellor for external affairs. He earned a Bachelor of Arts degree in communication studies from UCLA and an M.B.A. from California State University, Northridge.A past trustee of the Council for Advancement and Support of Education (CASE), Hayashida serves as faculty member for the CASE Summer Institute in Educational Fundraising. He served for a decade on the board of directors of the Los Angeles LGBT Center, the world’s largest provider of healthcare and human services to the LGBT community He speaks and writes on issues of leadership, diversity, and fundraising.

RUSSELL JAMES JD, Ph.D., CFP®
Professor, Texas Tech University

Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University.  He directs the on-campus and online graduate program in Charitable Financial Planning.  He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.  Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.  Dr. James has over 150 publications in academic journals, conference proceedings, and books. He has been quoted on charitable and financial issues in a variety of news sources including The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

BILL KNOX

Director, Technical Consulting, TIAA Kaspick

Bill Knox joined TIAA Kaspick in 2012 as the Director of Technical Consulting.  He provides expert tax and technical advice to Kaspick and its client charities in all aspects of planned giving and gift administration.  Bill has worked for more than a 13 years in the field of philanthropy and charitable organizations.  He serves as the legal expert to a number of charitable affinity groups and regularly presents on a variety of planned giving topics at both regional and national events.  Bill has a BA from the California State University, Chico.  He received his JD from the Columbus School of Law at the Catholic University of America in Washington, D.C. and his LL.M in Tax from Loyola Law School, Los Angeles, CA. 

 ARTHUR KRAUS, CLU, ChFC, CAP
Partner, Capital Intelligence Associates

Arthur Kraus began his career in financial services with Pacific Mutual Life in 1960. In 1969, he was named president of Pacific Consulting Corporation, a subsidiary of Pacific Mutual Life, the first total financial planning firm started by a major financial services company. He founded the Associates in Financial Planning (AFP) Group in 1971. In 1999, Arthur was elected CEO of the National Association of Insurance and Financial Advisors (NAIFA) and served in Washington, D.C., in that capacity through 2002. He co-founded Capital Intelligence Associates with his son Mitchell in 2003. Arthur holds the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Chartered Advisor in Philanthropy (CAP) designations and is committed to practicing with the highest degree of integrity and ethics. He has received numerous industry awards, been featured in publications such as The Wall Street Journal and Financial Planning magazine, and authored several books. He was named a Five Star Wealth Manager by Los Angeles magazine for 2013, 2014, 2015, 2016, 2017 and 2018.* He was inducted into The American College of Financial Services Alumni Hall of Fame in 2013. He and his wife, Rini, have four sons and ten grandchildren.

MITCHELL KRAUS, CFP, CLU, ChFC, CAP, ChSNC
Partner, Capital Intelligence Associates

Mitchell Kraus has been helping clients plan for their financial future since 1993. He and his father, Arthur, established Capital Intelligence Associates in 2003 as a comprehensive resource for independent, unbiased advice and trusted financial guidance. After graduating from Harvard High School (now Harvard-Westlake), Mitchell attended the University of Pennsylvania. He went on to earn the Certified Financial Planner® (CFP®), Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, which he feels demonstrate his expertise, credibility, and commitment to practicing with the highest degree of integrity and ethics.   Working as a legacy planner, Mitchell has recently earned the Chartered Advisor in Philanthropy (CAP®) and Chartered Special Needs Consultant (ChSNC®) designations to work with his clients on their philanthropic planning and in working with clients with special needs. Mitchell is dedicated to giving back to his community. He volunteers with nonprofits such as Rotary International, the Santa Monica Family YMCA, and WISE and Healthy Aging, a social services organization serving the greater Los Angeles area. Mitchell is a graduate of the Riordan Leadership Institute program on nonprofit board governance. He is committed to the principles of socially responsible investing, and as evidence of his concern for the environment, his home is solar-powered and he drives an electric vehicle. When not hard at work helping his clients, volunteering, or spending time with his family, Mitchell loves to travel, and spent New Year’s Eve in a different country eight years in a row. He also enjoys home-brewing his own beer. Mitchell and his wife, Cynthia, are both California natives and live in Mar Vista with their son, Zachary

JIM NORMANDIN
Gift Planning Consultant, Normandin & Associates

Jim Normandin launched his consulting practice in 2016 after spending 32 years with Memorial Medical Center Foundation, the last 10 years as President. He has extensive experience in the design, implementation and management of simple and complex charitable plans designed to meet the financial, estate and philanthropic goals and objectives of the client. His frequent seminars and speaking engagements to professional audiences have earned him a reputation as one of the leading specialists in the Charitable Gift and Tax Planning field. Jim counsel’s individuals and families and their advisers on the best method to optimize income, minimize taxation, facilitate meaningful wealth transfer and meet personal philanthropic objectives. For Non Profit Organizations he assists with the design, implementation and management of all aspects of a successful planned giving program.


JANE PEEBLES
Principal, Karlin & Peebles, LLP

Jane Peebles is a senior partner in the law firm of Karlin & Peebles, LLP in Los Angeles, California. Her practice is concentrated in the areas of sophisticated estate and charitable planning for U.S. and international clients. Jane has 30 years’ experience representing high net worth families, entrepreneurs, philanthropists and nonprofits. She is a certified specialist in Estate Planning, Probate and Trust Law, a Fellow of the American College of Trust and Estate Counsel, and an 11 year Southern California Super Lawyer. Jane has also been recognized as a Best Lawyer in America in the specialty of Trusts and Estates each year since 2008.

ANDY RAGONE
West Coast Marketing Representative, Crecendo Interactive

Andy Ragone comes with a diverse executive and digital-marketing background in the non-profit arena. Having worked in three large church environments over the past 20+ years, Andy has appreciated the challenges of a growing organization, including staff and cultural development, fund raising campaigns, volunteer coordination and marketing systems. Andy brings a big-picture perspective to how vision and fund development work hand in hand.



LINDA SPUCK, CTFA
Principal, Linda Spuck Consulting

Linda Spuck launched Linda Spuck Consulting in late 2017.  Prior, Linda served as the charitable specialist in Union Bank’s Trust department, where she assisted non-profits in administering their planned giving programs and helped facilitate numerous real estate gifts on behalf of her clients. Working with multiple clients allowed her to learn best practices which she now shares with her charitable clients, including the Sharp Healthcare Foundation.

LANI STARKEY JD, LLM, CPA*
Founder, Fifty Rock Consulting

Lani Starkey JD, LLM, CPA* is the founder of Fifty Rock Consulting, LLC and a nationally-recognized philanthropic planning expert.  He is an accomplished consultant, fundraiser, tax attorney, former accountant, professor, coach, and presenter.  As a popular and sought-after trainer, mentor, and speaker, Lani frequently presents at conferences and meetings across the country on innovative fundraising strategies as well as traditional development best practices.  He is also an Adjunct Professor at the Shidler College of Business at the University of Hawaii at Manoa, where he - since the 2008-09 academic year - teaches a course in tax and estate planning to graduate and undergraduate business students. During his career, he has advised CEOs, business owners, university presidents, deans, professors, doctors, judges, librarians, scientists, lawyers, accountants, investors, K-12 educators, financial planners, celebrities, homemakers, retirees, and many more.Previously, Lani was Associate Vice President at University of Hawaii Foundation where he led the Principal Gifts and Estate and Gift Planning departments. In his Foundation role, he was a lead gift strategist and partnered with academic leadership, a large team of development staff, and professional advisors to achieve innovative, high-impact, donor-centric solutions.  During his tenure at the Foundation, Lani directly helped raise over $150,000,000, which notably made him the most productive fundraiser in the Foundation’s history.  In addition, he also led a fundraising department that raised another $50,000,000.  This $200,000,000 of gift production was approximately 20% of the total amount raised by the Foundation over the last 30 years.Prior to the Foundation, Lani was a Vice President and Staff Attorney at Crescendo Interactive Inc.  His responsibilities included teaching over 30 tax seminars each year, consulting with nonprofits and professional advisors nationwide, and researching and writing tax articles.  During this time, he became a prolific estate and income tax advisor, a dynamic presenter, and a well-respected planned giving expert.Lani earned his LLM in Tax from the University of Florida’s Graduate Tax Program, his JD cum laude from Pepperdine University School of Law, and his BBA in Accounting from Texas State University.  He passed the California Bar exam and all four parts of the CPA exam on his first attempt.  Lani is a member of the State Bar of California, Hawaii Society of CPAs, Hawaii Estate Planning Council, Hawaii Planned Giving Council, and the National Association of Charitable Gift Planners.

JEREMY STELTER
Director of Business Development, Western U.S., The Stelter Company

Jeremy Stelter is a third generation of the Stelter family in the business, joining the company in 2002. Since then, he has been managing strategic client relationships and providing key counsel to serve clients’ marketing needs. Jeremy is based in Denver, Colorado, living in the western region of the country to best serve his clients. This proximity provides an opportunity for Jeremy to make face-to-face visits with clients during the year, furthering his ability to enhance partnerships and gain insight into client needs and goals. His expertise places him in high demand as a lecturer at regional industry meetings on gift planning and Internet marketing, relationship building skills, and cutting-edge donor and fundraising research.