SESSIONS

FULL AGENDA

Click on a session to see the details.

Monday - June 6 Tuesday - June 7 Wednesday, June 8

Monday - June 6

2:00PM-4:00PM - Kick-Off and Opening Keynote | Balthis
Bryan Clontz | Making the Planned Giving Ask

12:45pm-4:00pm - Conference Registration | Inn Lobby

4:00PM-8:00PM - Check-In | Inn Lobby

4:00PM-6:00PM - Free Time

6:00PM-7:30PM - Dinner | Cunningham Pavilion

7:30PM-9:00PM - Welcome Reception | Cunningham Pavilion

Tuesday - June 7

8:00AM-9:00AM - Breakfast | Main Dining Hall

9:00AM-10:00AM - Round Table Discussions | Balthis

10:00AM-10:30AM - Break and Sponsor Time | Balthis

10:30AM-12:00PM - Keynote Session | Balthis
Trina Olidge - From Invisible to Visible: Evolution in Giving & the Missing Donor

12:00PM-1:30PM - Lunch and Sponsor Time | Main Dining Hall & Balthis

1:30PM-2:45PM - Breakout Session 1A | Minkler-Clarke
Bryan Clontz - Cryptocurrency Donations: Are You Missing Out?

1:30PM-2:45PM - Breakout Session 1B | Minkler - Jackson
Claudine Donikian - Donor Stories in Planned Giving Marketing: To Use or Not to Use

1:30PM-2:45PM - Breakout Session 1C | Minkler - Finlay
Sandi Thorman, Andy Barbee & Doug Benson - Navigating the Charitable Transfer of a Business Interest

2:45PM-3:00PM - Break and Sponsor Time | Balthis

3:00PM-4:15PM - Breakout Session 2A | Minkler - Clarke
Tim Prosser - A Highly Practical Discussion of Lead Trusts

3:00PM-4:15PM - Breakout Session 2B | Minkler - Jackson
Trina Olidge - Making the Case for Gold Standard Giving

3:00PM-4:15PM - Breakout Session 2C | Minkler - Finlay
John Cullum - Setting the Planning Table for Client and Charity Success

4:15PM-6:00PM - Free Time

6:00PM 7:30PM - Dinner | Cunningham Pavilion

7:30PM-10:00PM - Bill's Porch Reception | Cabin 28

Wednesday, June 8

8:00AM-9:00AM - Breakfast | Main Dining Hall

9:00AM-10:15AM - Breakout Session 3A | Minkler - Clarke
Beth Wingard - Let’s Get Down to Business!

9:00AM-10:15AM - Breakout Session 3B | Minkler - Jackson
Monica Mattioli - Some Things Never Change

9:00AM-10:15AM - Breakout Session 3C | Minkler - Finlay
Melissa Levesque - Women and Legacy Giving

10:15AM-10:45AM- Check-Out | Inn Lobby

10:45AM-12:00PM - Closing Session | Balthis
Bill Yaeger (moderator), Kimberly Borts, Jim Kelley, Eleanor Foster Swarat | Fireside Chat - Lessons Learned From Industry Experts

12:00PM-1:15PM - Lunch with Sponsors | Main Dining Hall

1:15PM - Adjourn