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 28-29, 2023 |  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 inviting our nonprofit clients and friends to join us as we learn and reconnect. Together, we learn about trends in giving, tricks of the trade to make us more successful in our work, and get re-motivated to do our very best – after all, what we do matters so much for our supporters and organizations!

Full participation in the conference is applicable for 8.5 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Pricing & Information

We are pleased to offer this conference at no cost, other than your travel.

 Network with fellow Thompson & Associates clients 

 Learn tips and tricks to maximize your success with the Thompson planning process

 Rejuvenate your passion as year-end approaches for a strong finish to the year 

Hear national industry speakers on hot development and fundraising topics

1.5 days, allowing quick in-and-out travel

Hilton Garden Inn venue located on Broadway, 1 mile from the heart of downtown Nashville

Easy Uber/Lyft drive from airport to venue

$209/night lodging in group block (available on first-come, first-serve basis)

Agenda

 

Monday, August 28, 2023

8:30-9:15 am Welcome & Introductions
9:15-10:00 am

Client Keynote:
Making the Most of Your Investment in Thompson & Associates
Laura Gingras, CPA, CFRE, Vice President of Philanthropy and Community Relations, Monadnock Community Hospital. Peterborough, NH and Vince McElligott, Executive Vice President, Thompson & Associates

10:00-10:15 am Break
10:15-11:15 am Charitable Estate Planning in 2023
Eddie Thompson
11:15-11:45 am Utilizing GO Connect to Fill the Table and Support Materials Overview
Cayce Powell & Katie Grassmann
11:45-1:30 pm Lunch Break
1:30-1:45 pm Philanthropy Feud
Frank Stepp and Bethany Rozell
1:45-2:15 pm Developing Meaningful Donor Conversations
Paul Grassmann
2:15-3:00 pm Identifying & Inviting Donors to the Planning Process
Joe Giacchino
3:00-3:15 pm Break
3:15-4:00 pm

The First Planning Meeting
Eddie Thompson

4:00-4:30 pm An Outstanding Donor Experience
Johni Hays
4:30-5:00 pm Maximizing the Virtual Option
Ken Turpen

Tuesday, August 29, 2023

8:00-9:30 am Charitable Estate Planning
Jeremy Pharr
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
Charles Slamar
11:00-11:30 am

3 Hats, 2 Roles, 1 Person: How to Manage It All
Eddie Thompson

11:30-11:45 am Where Do We Go From Here?
Eddie Thompson

*Agenda subject to change

*Agenda subject to change

Monday, August 28, 2023

8:30-9:15 am
Welcome & Introductions

9:15-10:00 am
Client Keynote: Making the Most of Your Investment in Thompson & Associates
Laura Gingras, CPA, CFRE, Vice President of Philanthropy and Community Relations, Monadnock Community Hospital. Peterborough, NH and Vince McElligott, Executive Vice President, Thompson & Associates

10:00-10:15 am
Break

10:15-11:15 am
Charitable Estate Planning in 2023
Eddie Thompson

11:15-11:45 am
Utilizing GO Connect to Fill the Table and Support Materials Overview
Cayce Powell & Katie Grassmann

11:45-1:30 pm
Lunch Break

1:30-1:45 pm
Charitable Estate Planning – Family Feud Style!
Frank Stepp and Bethany Rozell

1:45-2:15 pm
Developing Meaningful Donor Conversations
Paul Grassmann

2:15-3:00 pm
Identifying & Inviting Donors to the Planning Process
Joe Giacchino

3:00-3:15 pm
Break

3:15-4:00 pm
The First Planning Meeting

4:00-4:30 pm
An Outstanding Donor Experience
Johni Hays

4:30-5:00 pm
Maximizing the Virtual Option
Ken Turpen

Tuesday, August 29, 2023

8:00-8:30 am
3 Hats, 2 Roles, 1 Person: How to Manage It All
Eddie Thompson

8:30-10:00 am
Charitable Estate Planning
Jeremy Pharr

10:00-10:15 am
Break

10:15-11:00 am
Blended Gifts
Darren Penny

11:00-11:30 am
Counting vs Accounting for Planned Gifts
Charles Slamar

11:30-11:45 am
Where Do We Go From Here?
Eddie Thompson

*Agenda subject to change

If registration form doesn’t load above, click here to register.

Make a Weekend Out of It!

Did we say we’re meeting in Nashville?!  This is a fun opportunity to spend a little extra time to see the best of Music City!

Contact us:
615.369.1416

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