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!
Client Conference
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
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
– 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: |
| 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 |
| 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 |
| 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
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Make a Weekend Out of It!
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