Client Conference
August 26-27, 2024 | Nashville, Tennessee
Join us in beautiful Music City for a day and a half to connect with the national Thompson & Associates team, learn tips & tricks to help in your everyday work with your donors, and re-energize just in time for year-end activities!
Client Conference
August 26-27, 2024 | Nashville, Tennessee
Join us in beautiful Music City for a day and a half to connect with the national Thompson & Associates team, learn tips & tricks to help in your everyday work with your donors, and re-energize just in time for year-end activities!
About the Conference
Each year our team, who is spread out across the nation, takes time to gather as a family. We invite our nonprofit clients and friends to join us as we learn and reconnect. Together, we discuss trends in giving and tricks of the trade to make us more successful in our work. The lively exchange of information with likeminded professionals renews our motivation to do our very best – after all, what we do matters so much for our supporters and organizations!
![CFRE-2024 logo](https://ceplan.com/wp-content/uploads/2024/08/CFRE-2024-logo.png)
Full participation in the client conference is applicable for 8.75 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Pricing & Information
– Efficient Schedule: Join us for a condensed 1.5-day event, designed for easy travel with just two hotel nights.
– Renew Your Drive: Reignite your passion as we approach year-end, setting the stage for a powerful finish to the year ahead.
– Success Strategies: Acquire practical tips and techniques to amplify your effectiveness with the Thompson planning process.
– Specialized Perspectives: Gain valuable insights from renowned industry speakers, who will delve into current trends and best practices in development and fundraising.
– Skill Refinement: Refine your estate planning expertise, sharpening your ability to recognize and respond to key cues and clues.
– Meet the Team: Connect face-to-face with the entire Thompson team, who work as a collective resource to all clients.
– Community Networking: Engage with peers and colleagues from Thompson & Associates’ nationwide client base, fostering valuable networking opportunities.
– Prime Location: Experience the conference at the Hilton Garden Inn, conveniently situated on Broadway just one mile from downtown Nashville’s vibrant core: $209/night lodging in group block (available on first-come, first-serve basis). Easy Uber/Lyft drive from airport to venue.
– Professional Development: Earn CFRE credits, enhancing your credentials and expanding your skill set.
Agenda
*Agenda subject to change
Monday, August 26, 2024
8:00-8:45 am | Welcome & Introductions |
8:45-9:30 am | Client Keynote: Taking an Enterprise Approach: Development is a Team Sport Lori Sullivan and Robin Kraujalis, Saint Louis Zoo; Michael Geis, Thompson & Associates |
9:30-9:45 am | Break |
9:45-10:45 am | Charitable Estate Planning in 2024 Eddie Thompson |
10:45-11:00 am | Utilizing GO Connect to Fill the Table Cayce Powell & Katie Grassmann |
11:00-11:15 am | Support Materials Overview Bethany Rozell & Katie Grassmann |
11:15-11:30 am | RIFT Victory Johni Hays & Bill Gustoff |
11:30-1:15 pm | Lunch Break |
1:15-1:30 pm | Charitable Estate Planning – Family Feud Style! Bethany Rozell |
1:30-2:00 pm | Developing Meaningful Donor Conversations Eddie Thompon |
2:00-2:45 pm |
Identifying & Inviting Donors to the Planning Process
|
2:45-3:00 pm | Break |
3:00-3:45 pm | The First Planning Meeting Eddie Thompson |
3:45-4:15 pm | An Outstanding Donor Experience Johni Hays |
4:15-4:45 pm | Maximizing the Virtual Option Vince McElligott |
Tuesday, August 27, 2024
8:00-8:45 am |
Charitable Estate Planning – The Why |
8:45-9:30 am | Charitable Estate Planning – The How Jason Meredith |
9:30-9:45 am | Break |
9:45-10:30 am | Blended Gifts Darren Penny |
10:30-11:00 am | Counting vs Accounting for Planned Gifts Charlie Slamar |
11:00-11:30 am | 3 Hats, 2 Roles, 1 Person: How to Manage It All Paul Grassmann |
11:30-11:45 am | Where Do We Go From Here? Eddie Thompson |
Monday, August 26, 2024
8:00-8:45 am
Welcome & Introductions
8:45-9:30 am
Client Keynote:
Taking an Enterprise Approach: Development is a Team Sport
Lori Sullivan and Robin Kraujalis, Saint Louis Zoo; Michael Geis, Thompson & Associates
9:30-9:45 am
Break
9:45-10:45 am
Charitable Estate Planning in 2024
Eddie Thompson
10:45-11:00 am
Utilizing GO Connect to Fill the Table
Cayce Powell & Katie Grassmann
11:00-11:15 am
Support Materials Overview
Bethany Rozell & Katie Grassmann
11:15-11:30 am
RIFT Victory
Johni Hays & Bill Gustoff
11:30-1:15 pm
Lunch Break
1:15-1:30 pm
Charitable Estate Planning – Family Feud Style!
Bethany Rozell
1:30-2:00 pm
Developing Meaningful Donor Conversations
Eddie Thompson
2:00-2:45 pm
Identifying & Inviting Donors to the Planning Process
Eddie Thompson & Cayce Powell
2:45-3:00 pm
Break
3:00-3:45 pm
The First Planning Meeting
Eddie Thompson
3:45-4:15 pm
An Outstanding Donor Experience
Johni Hays
4:15-4:45 pm
Maximizing the Virtual Option
Vince McElligott
Tuesday, August 27, 2024
8:00-8:45 am
Charitable Estate Planning – The Why
Jeremy Pharr
8:45-9:30 am
Charitable Estate Planning – The How
Jason Meredith
9:30-9:45 am
Break
9:45-10:30 am
Blended Gifts
Darren Penny
10:30-11:00 am
Counting vs Accounting for Planned Gifts
Charlie Slamar
11:00-11:30 am
3 Hats, 2 Roles, 1 Person: How to Manage It All
Paul Grassmann
11:30-11:45 am
Where Do We Go From Here?
Eddie Thompson
*Agenda subject to change
Speakers
(listed in agenda order)
![Lori Sullivan, FCEP, Director of Planned GIfts](https://ceplan.com/wp-content/uploads/2024/08/LoriSullivan-round.png)
Lori Sullivan, FCEP, Director of Planned GIfts
Saint Louis Zoo
![Robin Kraujalis, CFRE, FCEP, Manager of Planned Gifts](https://ceplan.com/wp-content/uploads/2024/08/Robin-Kraujalis-round.png)
Robin Kraujalis, CFRE, FCEP, Manager of Planned Gifts
Saint Louis Zoo
![Michael Geis, CFRE, FCEP, FAHP](https://ceplan.com/wp-content/uploads/2021/04/MichaelGeis.png)
Michael Geis, CFRE, FCEP, FAHP
Executive Vice President
![Eddie Thompson, Ed.D., FCEP](https://ceplan.com/wp-content/uploads/2018/05/EddieThompson_HighRes_Color_903_Crop_E-200x200.jpg)
Eddie Thompson, Ed.D., FCEP
Founder & CEO
![Cayce Powell, J.D., MBA, FCEP](https://ceplan.com/wp-content/uploads/2021/11/Cayce-Powell_9T6A3736-Round.png)
Cayce Powell, J.D., MBA, FCEP
President
![Katie Grassmann](https://ceplan.com/wp-content/uploads/2021/03/KatieG.png)
Katie Grassmann
Vice President of Corporate Resources
![Bethany Rozell, FCEP](https://ceplan.com/wp-content/uploads/2021/04/BethanyRozell.png)
Bethany Rozell, FCEP
Executive Vice President of Strategic Partnerships
![Johni Hays, J.D., FCEP](https://ceplan.com/wp-content/uploads/2021/08/JohniHays.png)
Johni Hays, J.D., FCEP
Executive Vice President
![Bill Gustoff, J.D., FCEP](https://ceplan.com/wp-content/uploads/2021/11/Bill-Gustoff_9T6A3726-Round.png)
Bill Gustoff, J.D., FCEP
President of Legal Division
![Vince McElligott, FCEP](https://ceplan.com/wp-content/uploads/2021/11/Vince-McElligott_9T6A3789-Round.png)
Vince McElligott, FCEP
Executive Vice President
![Jeremy Pharr, J.D., FCEP](https://ceplan.com/wp-content/uploads/2021/04/JeremyPharr.png)
Jeremy Pharr, J.D., FCEP
Executive Vice President
![Jason Meredith, J.D., FCEP](https://ceplan.com/wp-content/uploads/2018/05/JMeredith-200.jpg)
Jason Meredith, J.D., FCEP
Executive Vice President of Charitable Estate Planning
![Darren Penny. Ph.D., MBA, FCEP](https://ceplan.com/wp-content/uploads/2021/04/DarrenPenny.png)
Darren Penny. Ph.D., MBA, FCEP
Executive Vice President
![Charlie Slamar, J.D., LL.M., FCEP](https://ceplan.com/wp-content/uploads/2021/11/Charlie-Slamar_9T6A3706-Round.png)
Charlie Slamar, J.D., LL.M., FCEP
Senior Vice President
![Paul Grassmann, J.D., LL.M., FCEP](https://ceplan.com/wp-content/uploads/2018/05/PGrassmann-200.jpg)
Paul Grassmann, J.D., LL.M., FCEP
Executive Vice President
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