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!

Quick Info

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!

Quick Info

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)

Register Now

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

Register Now

*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