SPEAKERS

OUR DYNAMIC SPEAKER LINE UP

From near and far they will travel to provide learning experiences that are valuable to you and your organization.

KEYNOTE SPEAKERS

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Russell James

Professor
Texas Tech University
Putting Research to Work in Your Planned Giving Program

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Phyllis Silverstein

Senior Vice President, Trust Advisor Regional Manager
Wells Fargo Private Bank

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Dien Yuen

Executive Director
The American College of Financial Services
Case Study: Honoring Family and History Through Philanthropy

BREAKOUT SPEAKERS

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Russell James

Professor
Texas Tech University
Top 10 Charitable Financial Planning Strategies for Advisors

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Rachel Hicks

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Andrew Tudor

Chief Wealth Coach
Alchemist Wealth
Using Money Scripts to Connect with Your Planned Giving Donors

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Michael Wright

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Lauren Tudor

Founder | Fundraiser | Engagement Strategist
ARCHITECT Brand + Design Collective
Strategic Marketing in Planned Giving and Nonprofit Fundraising

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Madison King

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Amy Hudson

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Jeremy Mason

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