General Meetings

The Los Angeles Council of Charitable Gift Planners holds five General Meetings each year. Our General Meetings are similar to attending a one-day conference on gift planning. Attendees benefit from hearing three different presentations with the early morning presentation geared towards the attendees’ choice of either beginner or advanced level. Come learn the latest concepts and techniques to help your donors or clients make planned gifts that meet their financial and philanthropic goals.

 

Thursday, April 26, 2018

MINI-ROUND TABLE

THE MINI ROUND TABLE provides an opportunity to brainstorm, network and learn together with LACGP mentors and peers who seek a deeper understanding of the field. Bring a question and together we will generate an array of helpful answers.

Presenter: Jay Harvill, Director of Gift Planning, Methodist Hospital
Session Title: 
What I Wish I Learned in Those Planned Giving Seminars
Session Description:  
Join the speaker/ facilitator of the Mini Roundtable meant for people who may be new to gift planning or who may have a question or challenge that they would like to share with this brainstorming, networking and learning session involving LACGP mentors and peers.

ADVANCED CASE STUDY

Presenter: Juan Ros CFP, CSPG, Principal/Vice President, Lamia Financial Group, Inc.
Session Title: Thinking Like a Financial Planner: Real-Life Planned Giving Case Studies
Session Description: TBA

Juan C. Ros is a Principal and Vice President with Lamia Financial Group, Inc., an independent fee-only wealth management firm serving clients across southern California and nationwide.  Juan works closely with legacy-minded families and business owners to enhance, protect, and help transfer their wealth, particularly when charitable planning is involved.  In partnership with gift planning and major gift professionals, he will meet with prospective donors to evaluate charitable strategies and facilitate gift commitment. Juan held various gift planning and major gift positions at the Ronald Reagan Presidential Foundation, Occidental College, and The ALS Association between 2001 and 2012, helping to raise millions of dollars in current and deferred gifts. Juan earned his MBA from California Lutheran University with an emphasis in financial planning and his BA from Pennsylvania State University.  He holds the Certified Financial PlannerTM designation from the CFP Board of Standards and the Certified Specialist in Planned Giving (CSPG) designation from the American Institute for Philanthropic Studies. Since 2015, Juan has served on the faculty of the American Institute for Philanthropic Studies, which awards the CSPG designation, teaching the Financial Planning module.  He is a frequent contributor and member of the editorial board for the monthly publication Planned Giving Today. Juan serves on the boards of the Conejo Valley Estate Planning Council and the non-profit Fit 4 The Cause.  He is an active member of ProVisors, the Financial Planning Association, the National Association of Personal Financial Advisors, and is a member and Past President of the Los Angeles Council of Charitable Gift Planners.Prior to his work in wealth management and philanthropy, Juan worked in the film industry, and his name can be seen in the credits of numerous films including Cape Fear, JFK, and The Godfather Part III.  You can find all his movie credits on IMDB.Juan resides in Simi Valley, California, with his wife and their two sons.

Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.

MORNING PRESENTATION

Presenters: Cynthia Hizami, Director of Planned Giving, West Coast Jewish National Fund; Aaron Levinson,  Planned Giving Director, Los Angeles Jewish Home; Francine Lis, Director of Planned Giving,Legacy and Endowment, Anti-Defamation League
Session Title: Planned Giving with Family Dynamics and Family Dysfunction
Session Description: Everyone knows that families can be difficult. When charitable gift planning is thrown into the mix, it can get even worse. In this presentation using an innovative and entertaining teaching approach, the speakers will examine multiple scenarios that deal with complex family dynamics and dysfunction and will incorporate  planned giving solutions for each scenario.

Cynthia Hizami is the Director of Planned Giving for the West Coast for Jewish National Fund, a non-profit which raises money in America for programs, projects and infrastructure in Israel.  Over the course of her career, she has practiced as an attorney in many areas, including: estate and tax planning, business litigation, and civil litigation.  Cynthia received her B.A. at Tulane University and her J.D. from Tulane Law School.

Aaron Levinson currently serves as Planned Giving Director of the Los Angeles Jewish Home. Previously Aaron served five years as Executive Director of The Executives, a fund-raising support group of the Jewish Home. Prior to joining the Jewish Home, Aaron served as Executive Director of Shomrei Torah Synagogue, a conservative Jewish synagogue of more than 550 family members in West Hills. Aaron also spent seven years at the Anti-Defamation League in a variety of positions, including as Interim Regional Director. Aaron holds a Bachelor’s Degree in Judaic Studies from the University of California at San Diego as well as a Master’s Degree in Jewish Nonprofit Management from Hebrew Union College and a Master’s Degree in Public Administration from the University of Southern California. He is a Certified Specialist in Planned Giving and is a past president of Los Angeles Council of Charitable Gift Planners. Aaron resides in the San Fernando Valley with his wife, two sons and two dachshunds.

Francine Lis is the Director of Planned Giving, Legacy and Endowments for the Anti-Defamation League in the Pacific Southwest Region. She has broad development and nonprofit management experience. Prior to joining ADL in 2011, Francine served as the Director of Annual Giving for USC Law and Director of Development for Jewish Big Brothers Big Sisters. Earlier in her career she held positions of Assistant Director of Development and Public Affairs at Hebrew Union College-Jewish Institute of Religion, Director of Member Services at the Southern California Association for Philanthropy (now Southern California Grantmakers) and Assistant Director of Education/Program Coordinator - Tools for Tolerance for Educators at the Museum of Tolerance. Francine has also consulted with a variety of grantmaking organizations and nonprofits including Southern California Edison, San Diego Grantmakers, Jewish Community Foundation, First Five LA, ArtsCorp LA, Optimist Youth Home and the Dubnoff Center. She is currently pursuing a certified specialist in planned giving certificate through the American Institute for Philanthropic Studies at Cal State Long Beach. Francine received her Bachelor of Arts degree from UCLA and earned a certificate in Corporate Community Involvement from Boston College. Francine is a native Los Angelino, has a son and daughter in college and an adorable Pomeranian at home.

AFTERNOON PRESENTATION

Presenter:  Amy Kramer, President, Counterintuity
Session Title:  Moments and Mobile Marketing: Inspiring Millennials, Engaging Baby Boomers
Session Description:  When the right donors are compelled by your organization's mission and accomplishments, they will support you to the full extent of their ability. But with all of the clutter in today's competitive mobile space, can we expect compelling connections to happen - online? Yes! The Co-Founder of Burbank's award-winning Counterintuity will break it all down, moment to moment, discussing strategies to reach and engage the generations of givers.

Amy Kramer is co-founder and President of Counterintuity, LLC, a creative marketing agency in Burbank, CA established in 2007 and with clients throughout California. Counterintuity is widely recognized as a leader in its field, with recognition as California Small Business of the Year and 31 major awards, for digital design, print design, strategy, video, copywriting and integrated campaigns in a wide scope of industries. Her experience in marketing and strategy includes client work ranging from small and medium-sized businesses to entities in the public and non-profit sectors. Clients include PBS SoCal; Community Bank; the University of Southern California; the San Mateo County Silicon Valley Convention & Visitors Bureau; Center Theatre Group; Pasadena Symphony and POPS; Harridge Development, which is developing the Crossroads Hollywood project; and Southern California small businesses and manufacturers such as Ideal Pet Products, R.S. Miles Steel, Southern Counties Express, CTP Group travel planners, Hanson Rivet, litigators Brown & Goodkin, FantaSea Yachts, and MKL Acquisitions.

 

 

SPONSOR
April General Meeting Sponsor





 
 
 
Format Location

8:00 a.m.
8:30 a.m.

10:00 a.m.
11:15 a.m.
11:45 a.m.
12:15 p.m.
1:15 p.m.

 

Registration
Advanced Case Study & Mini-Round Table (Held Concurrently)
Morning Session
Coffee and Networking
Lunch
Afternoon Session
Adjournment

Hilton Los Angeles/Universal City
555 Universal Hollywood Drive
Universal City, CA 91608
818-506-2500

REMINDER: LACGP offers validated SELF parking only.  If you choose to use the hotel valet you will be charged the difference in price and will be asked to pay the valet directly.

Directions:  Click here

Cost

$75.00

 

Members with advance registration

$99.00

 

Nonmembers with advance registration

$105.00

 

Walk-in Registration

 
Continuing Education

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines. 

Cancellation Policy

Please note: Cancellations will be accepted until 48 hours prior to the event.  A $25 administrative fee will be imposed.  Cancellations received after the 48 hour deadline are non-refundable.

Speaker/Sponsor Opportunities

Qualified presenters are asked to contact Michael Andrulis at [email protected] to discuss their presentation material. 

To discuss General Meeting sponsorship opportunities, please contact Allyson Simpson, LACGP President at [email protected].

General Membership Meeting Sponsorship Opportunities:

The Los Angeles Council of Charitable Gift Planners has five membership meetings scheduled in 2018 (January, March, April, September & November).  The cost of sponsorship is $1,500 and a sponsor receives the following benefits:

  1. Recognized as a meeting sponsor on banner prominently displayed at all five meetings
  2. Recognized on podium sign at the sponsored meeting
  3. Recognized by name, logo and description of services in bulletin for sponsored meeting
  4. Recognition on LACGP web site page corresponding with sponsored meeting
  5. Opportunity to introduce both speakers at the sponsored meeting
  6. Opportunity to display materials at exhibit table at the sponsored meeting
  7. Free meeting registration for one sponsor representative at sponsored meeting