Presentations - Past

First presented at PPPRI on September 20, 2018, in Providence, RI

Subsequent presentations:

*Sept. 14, 2021 Chicago CCPG Virtual

*May 20, 2021 Keynote Speaker Planned Giving Roundtable of Arizona Virtual 

*April 14, 2021 Philanthropic Planning Group of Greater New York Virtual

*November 5, 2020 AFP Long Island Virtual

*October 19, 2020  Keynote Speaker and Breakout session Mid-Iowa Planned Giving Council Fall Conference Virtual

*November 13, 2019  AFP Westchester (NY) National Philanthropy Day

*September 9, 2019 AFP Fort Worth in Fort Worth, TX

*June 14, 2019: Association of Fundraising Professionals. 40th Fundraising Day New York Conference. Legacy Giving Track in New York, NY

*April 16, 2019: Westchester AFP in Elmsford, NY

*October, 2018: National Conference on Philanthropic Planning in Las Vegas, NV

First presented at the National Conference on Philanthropic Planning

   in Orlando, FL in October, 2015

Subsequent presentations:

  *March 18, 2021 Northern California Planned Giving Council Virtual

  *March 16, 2021 Planned Giving Roundtable of Southeast Michigan Virtual

  *April, 2018 Planned Giving Council of Middle Tennessee in Nashville, TN

  *Sept., 2017 Planned Giving Council of Greater Philadelphia in Philadelphia, PA

  *June, 2017 Planned Giving Roundtable of Southeast Michigan in Detroit, MI

  *May, 2017 Planned Giving Roundtable of Arizona Annual Conference in Phoenix, AZ 

  *May, 2017 Philanthropic Planning Group of Greater New York Planned Giving Day

    in New York, NY

  *January, 2017 Iowa PPP in Des Moines, IA

  *September, 2017 Planned Giving Group of Connecticut in Wallingford, CT

  *September, 2016 Arkansas Charitable Gift Planning in Little Rock, AR

  *August, 2016 Colorado Planned Giving Roundtable Summer Symposium in 

    Englewood, CO

  *March, 2016 Mid-America Charitable Gift Planners in Kansas City, KS

  *March, 2016 Greater Naples Area Planned Giving Council in Naples, FL

  *December, 2015 Planned Giving Council of Palm Beach County in Palm Beach, FL

  *December, 2015 Planned Giving Council in Vero Beach, FL

First presented at National Conference on Planned Giving in Denver, CO in October, 2008 with Patricia L. Roenigk, Esq.

Subsequent presentations:

  *April, 2017 Women in Development in Albany, NY

  *February, 2016 National Capital Gift Planning Council in Washington, DC

  *May, 2015 Nebraska PPP in Omaha, NE

  *May, 2010 Philanthropic Planning Group of Northern New York in Albany, NY

  *January, 2010 Philanthropic Planning Group of Greater New York in New York, NY

    with P. Roenigk

  *September, 2009 Pennsylvania State University DDAR in University Park, PA 

    with P. Roenigk

  *May, 2009 Chicago Council on Planned Giving Annual Symposium in Chicago, IL

    with P. Roenigk

First presented at Planned Giving Day in New York, New York on May 9, 2019.

Subsequent presentations:

November 14, 2024  Pentera Virtual

September 10, 2021  Wilmington Trust Conversations Virtual

May 20, 2021 Planned Giving Roundtable of Arizona Conference Virtual 

October 20, 2020 Mid Iowa Planned Giving Council Conference Virtual 

 June 5, 2020  Fundraising Day New York  Virtual 

First presented at National Conference on Philanthropic Planning in October, 2020. Virtual. Co-presented with Kate Kaming.

Subsequent presentations:

 *June 7, 2022  National Capital Gift Planning Council 30th Conference

 *November 9, 2021  Pentera Webinar

 *August 18, 2021  Colorado Planned Giving Roundtable Annual Conference Virtual 

  *July 27, 2021  National Association of Charitable Gift Planners Webinar 

First presented at National Conference on Planned Giving in Potomac, MD 

 in October, 2009. Co-presented with Patricia L. Roenigk, Esq.

Subsequent presentations:

 *June, 2018 New Jersey Council on Charitable Gift Planners Annual Conference in 

    Bridgewater, NJ

 *June, 2015 AFP Fundraising Day New York in New York, NY

First presented at American Council of Gift Annuities Conference on April 22, 2020 with Lynn Malzone Ierardi, JD. Virtual.