Monday, September 27 Sessions
Charitable Estate Planning in 2021
Presented by Eddie Thompson, Founder & CEO
Getting IRA Death Proceeds Paid in a Timely Manner
Presented by Johni Hays, Executive Vice President
Minutes 0:00-30:27 of the video recording above
Connecting Passion with Purpose
Presented by Vince McElligott, Senior Vice President and Dan Perry, Associate Vice President of Advancement, Texas State University
Minutes 30:30-57:12 of the video recording above
Connecting Passion with Purpose Tip Sheet
monday evaluation
If you haven’t already, please complete the short 3-question evaluation for Monday’s sessions.
Tuesday, September 28 Sessions
Tax Law Discussion
Presented by Lorraine del Prado, Vice President
Minutes 0:00-30:15 of the video recording above
Thompson & Associates’ Best Practices
Presented by Frank Stepp, Executive Vice President and Darren Penny, Senior Vice President
Minutes 30:15-1:00:08 of the video recording above
The Reveal of an Exciting New Service Perk
Presented by Cayce Powell, President and Tyler Bacon, Vice President, Gift Clarity
Minutes 0:00-35:33 of the video recording above
GO Connect Coming This Fall/Winter!
Where Do We Go From Here?
Presented by Eddie Thompson, Founder & CEO
Minutes 35:33-39:40 of the video recording above
Tuesday evaluation
If you haven’t already, please complete the short 3-question evaluation for Tuesday morning’s session.
speakers
Lorraine del Prado, CSPG, CFRE, FCEP
Vice President
Johni Hays, J.D., FCEP
Executive Vice President
Vince McElligott, FCEP
Senior Vice President
Darren Penny, Ph.D., MBA, FCEP
Senior Vice President
Dan Perry, Ph.D.
Associate Vice President,
University Advancement
Texas State University
Cayce Powell, J.D., MBA, FCEP
President
Frank Stepp, FCEP
Executive Vice President
Eddie Thompson, Ed.D., FCEP
Founder & CEO
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