Speakers

Keynote Speakers

Russell James, JD, Ph.D., CFP®

Chaired Professor, Texas Tech University

Biography

Johni Hays, JD

Executive Vice President, Thompson & Associates

Biography

All Speakers

Donna M. Bandelloni

Senior Consultant, Heaton Smith

Biography

Karen A. Bisko, CFRE

Vice President of Philanthropy, Catholic Charities Community Services

Biography

Phil Buchanan, JD

Partner, Buchanan & Buchanan Philanthropic Counsel & Charitable Consultants

Biography

Paul Caspersen

Founder, Planned Giving Interactive (PGI)

Biography

Matt Connell

Principal Instructor, Blackbaud University

Biography

Dr. Viv Ewing

Executive Leader, Speaker, and Motivator

Biography

Dale DeMarchi

VP for Marketing, Orchard Alliance

Biography

Jackie Franey

Founder, JW Franey Consulting, LLC

Biography

Kirk Hoopingarner

Partner, Chicago Office, Quarles & Brady LLP

Biography

Deborah Kaplan Polivy, Ph.D.

Consultant in Fund Development and Board Management

Biography

Jennifer Lehman, Ph.D., JD, CFP®

Program Director, Chartered Advisor in Philanthropy®

Biography

Marc Littlecott, CAP®, CGPP

Advancement Director for Estate & Planned Giving, University of Mississippi

Biography

Elizabeth Mobley

Associate Director of Planned Giving, Furman

Biography

Wayne Olson

Senior Director, Planned Giving, Shriners Children's

Biography

Christine Pulkrabek, MA, CAP®

Senior Gift Planning Officer, Regions Hospital Foundation

Biography

Andy Ragone, CGPP

CEO, Partner and Co-Founder, Pleiades Nonprofit Advisors

Biography

Jon Rich, FCEP, CAP®

Managing Partner, J&J Rich GP

Biography

Jill Rode, CFRE

Director of Legacy Giving, Music Academy of the West

Biography

Shelly Rucks

Gift Officer, Regions Hospital Foundation

Biography

Arzie Stephens, JD, CSPG

Senior Director of Gift Planning, Stetson University

Biography

Dr. Eddie Thompson

Founder and CEO, Thompson & Associates

Biography

Robert Wahlers, MS, CFRE

Vice President of Philanthropy, AdventHealth

Biography

Maya Weil, CAP®

Consultant, Easy Planned Giving
Gift Planning Specialist, Arena Stage

Biography

Charles Schultz, JD, AEP®

President and CEO, Crescendo Interactive, Inc.

Biography

Kristen S. Jaarda, JD, LLM, CAP®

Executive Vice President, Crescendo Interactive, Inc.

Biography

Jamie Holzer White, JD, LLM

Vice President of Legal Services, Crescendo Interactive, Inc.

Biography

Nick Todd

Integrated Marketing Specialist, Crescendo Interactive, Inc.

Biography

Kristine Anderson, JD

Staff Attorney, Crescendo Interactive, Inc.

Biography
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