Conference Schedule

Thursday, April 26, 2018

7:45–8:30 AM

Registration and Breakfast

8:30–9:30 AM


Welcome and Opening Keynote Presentation
Actions Speak Louder Than Words: The Importance of Nonverbal Communication
Jan Hargrave, Author, CEO, Hargrave & Associates

9:30–9:45 AM

Break & Visit Exhibitors

9:45–10:45 AM


Breakout Sessions
Building a Rainy Day Fund
Kim Sterling, President, Sterling Associates
What’s in the Attic? The World of Tangible Personal Property
Alan Breus, President, The Breus Group
Retirement Assets, Beneficiary Designations and the 2018 Tax Cuts and Jobs Act
Patrick Pacheco, EVP, Trust Executive, Cadence Bank

11:00–11:30 AM
Special Guest Speaker: Judge Ed Emmett
Hurricane Harvey Impacts & Recovery

11:30–12:15 PM


12:15–1:15 PM

Keynote Presentation: Blended Gifts from Major Gift Donors
Eddie Thompson, Ed.D., FCEP, President and CEO, Thompson & Associates

1:30–2:30 PM








Breakout Sessions
Organization Leaders Who Wear Many Hats: 100 Years of Experience
(Panel Discussion)

Amelia Ribnick Kleiman, CFRE, MBA, JD, ARK Consulting
Mary Kay Whittrock, Director of Planned Giving, Alley Theatre
Tom Moore, CFRE, Director of Advancement, The Kinkaid School
Amy Ragan, Chief Development Officer, Houston Food Bank
 Blended and Complex Gifts
Amanda Brown Irving, Executive Director of Development, UT Austin
The Prerogatives of Privileges – The Ethics of Protecting Our Planning Clients, Even From Themselves!
Stephanie Loomis Price, Shareholder, Winstead PC

2:30–2:40 PM

Break & Visit Exhibitors

2:40–3:40 PM




Breakout Sessions
Gift Planning Tools
Angela Throne, Texas A&M Foundation
Does the Donor Have Charitable Intent?
Tom Barrett, JD LL.M, Advanced Markets Director, Mass Mutual Financial
Charitable Giving Options for 2018 and Beyond
Tama Klosek, Managing Member, Klosek & Associates PLLC

3:45–4:30 PM

Reception and Annual Meeting (Prizes)

Continuing Education

PGCH is pleased to offer continuing education credits. Applications for CLE, CPE, CFP, and CFRE will be submitted.