Giving Fundamentals

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Building a Planned Giving Program that Lasts (Diane Tuntland)
• 10:15-10:45 - Break
• 10:45-12:00 - Building a Planned Giving Program that Lasts (Diane Tuntland)
• 12:00-1:30 - Lunch & Keynote / Dr. Russell James
• 1:30-2:45 - Deep Listening Transforms Legacy Conversations (Lorelei Mah)
• 2:45-3:15 - Break
• 3:15-4:30 - Deep Listening Transforms Legacy Conversations (Lorelei Mah)
• 4:30-5:30 - Reception

Donor Engagement

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Donor Relations in Planned Giving (Robyn Furness-Fallin & Gary Laermer)
• 10:15-10:45 - Break
• 10:45-12:00 - Donor Relations in Planned Giving (Robyn Furness-Fallin & Gary Laermer)
• 12:00-1:30 - Lunch & Keynote / Dr. Russell James
• 1:30-2:45 - Cognitive Impairment in Elderly Donors (Tara Adams & Tony Pomonis)
• 2:45-3:15 - Break
• 3:15-4:30 - Cognitive Impairment in Elderly Donors (Tara Adams & Tony Pomonis)
• 4:30-5:30 - Reception

Marketing Essentials

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Stimulating & Reacting to Opportunities (Marc Littlecott)
• 10:15-10:45 - Break
• 10:45-12:00 - Stimulating & Reacting to Opportunities (Marc Littlecott)
• 12:00-1:30 - Lunch & Keynote / Dr. Russell James
• 1:30-2:45 - Strategies to Make Gift Planning Relatable (Lisa Kennedy)
• 2:45-3:15 - Break
• 3:15-4:30 - Strategies to Make Gift Planning Relatable (Lisa Kennedy)
• 4:30-5:30 - Reception

Beyond the Basics

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Time to Call the Lawyer (Aaron Levinson)
• 10:15-10:45 - Break
• 10:45-12:00 - Time to Call the Lawyer (Aaron Levinson)
• 12:00-1:30 - Lunch & Keynote / Dr. Russell James
• 1:30-2:45 - Before the Business Sale (Ed Cotney)
• 2:45-3:15 - Break
• 3:15-4:30 - Before the Business Sale (Ed Cotney)
• 4:30-5:30 - Reception

Transformational Gifts

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Science & Scripture in Fundraising (Russell James)
• 10:15-10:45 - Break
• 10:45-12:00 - Science & Scripture in Fundraising (Russell James)
• 12:00-1:30 - Lunch & Keynote / Dr. Russell James
• 1:30-2:45 - Turning Bequests into Major Gifts (Hal Abrams)
• 2:45-3:15 - Break
• 3:15-4:30 - Turning Bequests into Major Gifts (Hal Abrams)
• 4:30-5:30 - Reception

Forward Thinking

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Engaging Next-Gen Planned Givers (Jessica Martin)
• 10:15-10:45 - Break
• 10:45-12:00 - Engaging Next-Gen Planned Givers (Jessica Martin)
• 12:00-1:30 - Lunch & Keynote / Dr. Russell James
• 1:30-2:45 - Cresi AI eNewsletters (Charles Schultz & Elaine Yamasaki)
• 2:45-3:15 - Break
• 3:15-4:30 - Cresi AI eNewsletters (Charles Schultz & Elaine Yamasaki)
• 4:30-5:30 - Reception

Giving Fundamentals

• 8:30-9:45 - Mastering Planned Gift Conversations (Ann Kolakowski)
• 9:45-10:15 - Break
• 10:15-11:30 - Mastering Planned Gift Conversations (Ann Kolakowski)
• 11:30-1:00 - Lunch & Keynote / Jennifer Oyer
• 1:00-2:15 - Giving Post OBBBA (Matthew Karch)
• 2:15-2:45 - Break
• 2:45-4:00 - Giving Post OBBBA (Matthew Karch)

Donor Engagement

• 8:30-9:45 - Embracing Values-Driven Philanthropy (Jennifer Oyer)
• 9:45-10:15 - Break
• 10:15-11:30 - Embracing Values-Driven Philanthropy (Jennifer Oyer)
• 11:30-1:00 - Lunch & Keynote / Jennifer Oyer
• 1:00-2:15 - Strategic Planning for Legacy Growth (Linda Spuck)
• 2:15-2:45 - Break
• 2:45-4:00 - Strategic Planning for Legacy Growth (Linda Spuck)

Marketing Essentials

• 8:30-9:45 - A Strategic Gift Planning Partnership (Erin Hughey-Commers & Iris Luck)
• 9:45-10:15 - Break
• 10:15-11:30 - A Strategic Gift Planning Partnership (Erin Hughey-Commers & Iris Luck)
• 11:30-1:00 - Lunch & Keynote / Jennifer Oyer
• 1:00-2:15 - Storytelling to Build Your Planned Giving Pipeline (Kam King, Corynn Kilar & Jaclyn Hage)
• 2:15-2:45 - Break
• 2:45-4:00 - Storytelling to Build Your Planned Giving Pipeline (Kam King, Corynn Kilar & Jaclyn Hage)

Beyond the Basics

• 8:30-9:45 - How to Overcome Donor Objections (Ned Gavlick)
• 9:45-10:15 - Break
• 10:15-11:30 - How to Overcome Donor Objections (Ned Gavlick)
• 11:30-1:00 - Lunch & Keynote / Jennifer Oyer
• 1:00-2:15 - The Science of Giving (Gabriel Trieger)
• 2:15-2:45 - Break
• 2:45-4:00 - The Science of Giving (Gabriel Trieger)

Transformational Gifts

• 8:30-9:45 - Integrating DAFs and QCDs (Tim Logan)
• 9:45-10:15 - Break
• 10:15-11:30 - Integrating DAFs and QCDs (Tim Logan)
• 11:30-1:00 - Lunch & Keynote / Jennifer Oyer
• 1:00-2:15 - 4,000 Major Gift Solicitations! (Greg Jeffrey)
• 2:15-2:45 - Break
• 2:45-4:00 - 4,000 Major Gift Solicitations! (Greg Jeffrey)

Forward Thinking

• 8:30-9:45 - 2026 Playbook: QCDs & Blended Gifts (Scott Harkey)
• 9:45-10:15 - Break
• 10:15-11:30 - 2026 Playbook: QCDs & Blended Gifts (Scott Harkey)
• 11:30-1:00 - Lunch & Keynote / Jennifer Oyer
• 1:00-2:15 - Sparking Next-Gen Donors Into Action (Julia Patrick)
• 2:15-2:45 - Break
• 2:45-4:00 - Sparking Next-Gen Donors Into Action (Julia Patrick)