March 22, 2018
Session One: Marketing Bequests
Speaker: Mike Valoris, Senior Counsultant, PG Calc.
Session Two: Partnership workshop: How the various professional disciplines work together for a successful planned gift.
Rountable Discussion with Colleagues, faciliated by Board Members
May 17, 2018
Annual Meeting and the J. Richard Ely Memorial Keynote
The J. Richard Ely Memorial Keynote: The Planned Giving Conversation
Keynote Speaker: Bob Barr, Barr Associates, LLC