Client Conference
August 18-19, 2025 | 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!
Annual Conference
September 26-27, 2022
Nashville, Tennessee
Join us in beautiful Music City for 1.5 days 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!
Past conference highlights
About the Conference
Full participation in the conference is applicable for 6.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Pricing & Information
– Hear national industry speakers on hot development and fundraising topics
– 1.5 days, allowing quick in- and-out travel
– Exclusive singer-songwriter Dinner Event
– Hilton Garden Inn venue with free shuttle into heart of downtown Nashville
– Easy Uber/Lyft drive from airport to venue
– $199/night lodging in group block (available on first-come, first-serve basis)
Agenda
8:30 – 9:15 AM
Welcome and Introductions
8:30 – 10:00 AM
Charitable Estate Plans
Jeremy Pharr, J.D., FCEP
9:15 – 10:00 AM
Client Keynote
Building a Strategy for Success
Karen Haggen, Whatcom Hospice Foundation, Development Officer
10:00 – 10:15 AM
Break
10:00 – 10:15 AM
Break
10:15 – 11:00 AM
Blended Gifts
Darren Penny, Ph.D., MBA, FCEP
10:15 – 11:15 AM
Charitable Estate Planning in 2022 Amidst Inflation
Eddie Thompson, Ed.D., FCEP
11:00 – 11:30 AM
Counting vs Accounting for Planned Gifts
Charles Slamar, J.D., LL.M., FCEP
11:15 – 11:45 AM
Utilizing GO Connect to Find More Prospects and Support Materials Overview
Cayce Powell, J.D., MBA, FCEP and Katie Grassmann
11:30 – 11:45 AM
Where Do We Go From Here?
Eddie Thompson, Ed.D., FCEP
11:45 – 1:30 PM
Lunch Break
1:30 – 2:15 PM
The First Planning Meeting
Eddie Thompson, Ed.D., FCEP
2:15 – 3:00 PM
Introducing & Inviting Donors to the Planning Process
Joe Giacchino, Riverside Healthcare Foundation, Estate Planning Manager
3:00 – 3:15 PM
Break
3:15 – 3:45 PM
An Outstanding Donor Experience
Johni Hays, J.D., FCEP
3:45 – 4:15 PM
Keeping a Full Pipeline
Interactive Session – A Sharing of the Minds! Facilitator: Jason Meredith, J.D., MBA, FCEP
4:15 – 4:45 PM
Best Practices
Interactive Session – More Sharing Amongst Everyone! Facilitator: Paul Grassmann, J.D., LL.M., FCEP
6:00 – 9:00 PM
Nashville-style Dinner & Music
A special evening at the Listening Room Cafe just for you!
8:30-9:15 am
WELCOME AND INTRODUCTIONS
9:15-10:00 am
CLIENT KEYNOTE
Building a Strategy for Success
Karen Haggen, Whatcom Hospice Foundation, Development Officer
10:00-10:15 am
BREAK
10:15-11:15 am
CHARITABLE ESTATE PLANNING IN 2022 AMIDST INFLATION
Eddie Thompson, Ed.D., FCEP
11:15-11:45 am
UTILIZING GO CONNECT TO FIND MORE PROSPECTS AND SUPPORT MATERIALS OVERVIEW
Cayce Powell, J.D., MBA, FCEP and Katie Grassmann
11:45-1:30 pm
LUNCH BREAK
1:30-2:15 pm
THE FIRST PLANNING MEETING
Eddie Thompson, Ed.D., FCEP
2:15-3:00 pm
INTRODUCING & INVITING DONORS INTO THE PLANNING PROCESS
Joe Giacchino, Riverside Healthcare Foundation, Estate Planning Manager
3:00-3:15 pm
BREAK
3:15-3:45 pm
AN OUTSTANDING DONOR EXPERIENCE
Johni Hays, J.D., FCEP
3:45-4:15 pm
KEEPING A FULL PIPELINE (Interactive Session)
Facilitator: Paul Grassmann, J.D., LL.M., FCEP
4:15-4:45 pm
BEST PRACTICES (Interactive Session)
Facilitator: Jason Meredith, J.D., MBA, FCEP
6:00-9:00 pm
NASHVILLE-STYLE DINNER & MUSIC
8:30-10:00 am
CHARITABLE ESTATE PLANS
Jeremy Pharr, J.D., FCEP
10:00-10:15 am
BREAK
10:15-11:00 am
BLENDED GIFTS
Darren Penny, Ph.D., MBA, FCEP
11:00-11:30 am
COUNTING VS ACCOUNTING FOR PLANNED GIFTS
Charles Slamar, J.D., LL.M., FCEP
11:30-11:45 am
WHERE DO WE GO FROM HERE?
Eddie Thompson, Ed.D., FCEP
See for yourself!
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