Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.

2022 – 2023 SPEAKER SERIES

Save the Dates!

SEPTEMBER 20, 2022
Russell James, J.D., Ph.D., CFP® Department of Personal Financial Planning
Texas Tech University
The Hidden Code of End-of-Life Decisions

OCTOBER 18, 2022
Jennifer Lehman, Ph.D., J.D., CFP®
Program Director, Chartered Advisor in Philanthropy®
Wallace Chair of Learning and Professionalism in Philanthropy and
Assistant Professor of Philanthropy, The American College of Financial Services
Learn About the CAP® Program and Research Findings Concerning Bequests


NOVEMBER 8, 2022
(Please note! Second Tuesday of the month)

JANUARY 17, 2023

FEBRUARY 21, 2023
Michael Kenyon, National Association of Charitable Gift Planners
Legislative Update

APRIL 18, 2023