Keynote Speakers

  • Gail Perry, MBA, CFRE

Fundraising Consultant, Trainer and Philanthropy Leader, Fired-Up Fundraising

Biography »

  • Elizabeth Ayers

Executive Director of Gift Planning, The University of North Carolina at Chapel Hill

Biography »

Speakers

  • Pete Sommerfeld

Senior Philanthropic Advisor, Oregon Health & Science University Foundation

Biography »

  • Russell James, J.D., Ph.D., CFP®

Professor, Department of Personal Financial Planning at Texas Tech University

Biography »

  • Kathryn W. Miree

President, Kathryn W. Miree & Associates, Inc.

Biography »

  • Joshua M. Birkholz

Principal, Bentz Whaley Flessner

Biography »

  • Cathy R. Sheffield, CAP®, CFRE, CSPG

Vice President, Thompson & Associates
President, ThinkGiving

Biography »

  • John F. Donovan, CFRE

Principal, Accordant Philanthropy

Biography »

  • Jonathan Gudema

Principal, Planned Giving Advisors, LLC

Biography »

  • Michael Delzotti, CFRE, CSPG

President and CEO, University of Kentucky, Markey Cancer Foundation

Biography »

  • Barbara Rhomberg

Partner, Kavanagh Rhomberg LLP

Biography »

  • Diane Strachan

Director of Philanthropy, Cleveland Museum of Art

Biography »

  • Michael Stein

Consultant, Constellation Advancement

Biography »

  • Robert E. Wahlers, MS, CFRE

President, PEAK Philanthropic, LLC

Biography »

  • Charles Schultz

President and CEO, Crescendo Interactive

Biography »

  • Scott Nelson

Director Planned Giving, Benedictine Health System

Biography »

  • Wayne Olson

Partner, Gift Planning Development LLC

Biography »

  • Kristen Schultz Jaarda, JD, LLM

Executive Vice President, Crescendo Interactive

Biography »

  • Chris Kasavich, MBA, CFRE

Senior Director of Philanthropic Resources, University of Texas MD Anderson Cancer Center

Biography »

  • Marc Littlecott

Director of Gift Planning, South Dakota State University Foundation

Biography »

  • Kimberly Jetton

Director of Planned Giving, The Archdiocese of Los Angeles

Biography »

  • Mark Egge

Senior Manager of Prospect Development, Greater Twin Cities United Way

Biography »

  • Bryant Weathers

Advancement Officer, Michigan Technological University

Biography »

  • Kirby Hughes Gould

Vice President, North Central Zone of the Christian Church Foundation

Biography »

  • Paul Hood, Jr., JD, LLM, CFRE

Recovering Tax Lawyer

Biography »

  • David Moore

Assistant Vice President, Legacy Planning at Chapman University

Biography »

  • Brooke Eades

Vice President, Legal Services, Crescendo Interactive

Biography »

  • R. Clinton Travis, JD, FCEP

Senior Director of Gift and Estate Planning, University of Georgia

Biography »

  • Jamie Holzer White

Assistant Vice President, Legal Services, Crescendo Interactive

Biography »

  • Bryan C. Taylor, CFA

Principal, Cornerstone Management, Inc.

Biography »