November 3, 2021
7:30 am - 11:45 am
Armature Works, Tampa
$75 Individual Registration | $270 Group of 4 Registration
Late Registration $100 starting Friday, October 29th
Attendees are eligible to receive up to 3 hours of CE credit (CFP, CLE, CPE)
Our goal is to inspire and educate financial professionals in the Tampa Bay area to champion the cause of generosity and philanthropy by serving their clients using advanced charitable planning techniques and timeless wisdom.
By attending you will walk away with:
Wisdom from nationally renowned speakers.
Expanded knowledge and understanding of innovative charitable planning techniques.
Benefits to making philanthropy a part of your financial strategy.
How and when to take advantage of NCF's resources and expertise.
The opportunity to connect with other like-minded professionals.
Bob Doll | Chief Investment Officer
Crossmark Global Investments
Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing his 41 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large-cap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.
Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He later went on to earn an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses. Bob and his wife Leslie currently reside in Princeton, New Jersey and have three children.
Michael King | Vice President of Gift Planning Services
National Christian Foundation
Michael serves as a charitable gift and estate-planning attorney with the National Christian Foundation (NCF). He works closely with generous families sharing concepts and strategies that allow them to leverage the impact of their giving by minimizing their income and estate tax liabilities. In his role with NCF, Michael’s primary focus and expertise is facilitating charitable gifts of complex assets including closely-held businesses, real estate, and intellectual property assets. Before joining NCF in 2006, Michael spent over ten years with an international tax and accounting firm, and a wealth management firm/multi-family office
Michael received his undergraduate degree in finance from Penn State University and his law degree from the U.C.L.A. School of Law. Michael and his wife, Tammy, were high school sweethearts and have been abundantly blessed with five children.
Richard T. Bowser | Professor of Law
Richard Bowser is entering his 30th year as a professor at Campbell University School of Law in Raleigh, NC where he currently holds the Lynch Professor of the Philosophy of Law Chair. He has taught and written upon a wide range of topics including constitutional law, legal philosophy, nonprofits, wills and trusts, and estate planning. He is a co-author of the treatise, Wiggins’ The Law of Wills and Trust in North Carolina and is currently completing a textbook that provides an introduction to the philosophy of law in the West. He has and currently chairs the Covenant College Foundation Board and the Covenant College Board of Trustees.
Richard's students have voted for him to be “Professor of the Year” 3 times. He has received the Dean’s Award for Teaching Excellence, and in September 2009, the students honored his service by naming the law school’s client counseling competition after him.
Professor Bowser is a graduate of Campbell Law School (summa cum laude), a graduate of Westminster Theological Seminary (magna cum laude), and a graduate of Grove City College (magna cum laude). He is married to Marta and they have two children who are both graduates of Covenant College.
Jim and Martha Brangenberg
Jim and Martha Brangenberg with iWork4Him and have committed their lives to full-time ministry as teenagers and later recognized that their workplace answered that call. As entrepreneurs and business owners, Jim and Martha learned their work was significant in the Kingdom of God and able to reach people who would never set foot in a church. Since 2013, Jim and Martha have co-hosted the iWork4Him Talk Show challenging thousands across the globe with the simple message that your workplace is your mission field. They have recently added podcasts for iRetire4Him and sheWorks4Him into their line-up. In addition to the podcasts, radio spots, speaking engagements, and mentoring, they have co-authored the collaborative books of iWork4Him, sheWorks4Him, and iRetire4Him. Learn more about Jim, Martha, and iWork4Him at www.iWork4Him.com.
Bob Doll's Economic & Investment Update
Bob Doll | 1 CFP, CLE, CPE credit*
In this session, Bob Doll will provide an up-to-date look at the economic, financial, and investment landscape. He will review the economy, earnings, fiscal policy, monetary policy, valuation, and assorted other variables while sharing his personal comments on generosity/stewardship encouragement and values-based investing.
Innovative Giving Strategies in Ever-Changing Tax Landscapes
Michael King | 1 CFP, CLE, CPE credit*
As shifting political powers influence tax rules and regulations into a constant state of flux, this creates a significant challenge for wise financial planning in both the short-term and long-term. This presentation will explore the current and prospective tax legislative landscape as it relates to charitable planning. We’ll explore various strategies that balance flexibility, tax efficiency, and complexity to help families accomplish their charitable goals within their broader wealth goals and objectives.
When Competing Charitable Giving Interests Become an Interest of the Law
Richard T. Bowser | 1 CFP, CLE (ethics), CPE credit*
There will always be competing interests in the context of charitable giving. Various formal and informal advisors will desire that the donor makes a particular charitable choice and use a particular method to accomplish the charitable benefit. This presentation considers when the rules of law (public and private) will hold an advisor responsible for the advisor's competing advice or action toward the donor in the context of a charitable gift. In it, participants will be introduced (or reminded) of the law of torts, the law of fiduciary obligations, and how those legal rules shape the charitable giving process.
*Courses on the subjects above qualify for Accounting, Auditing, and/or Ethics CPE credit for Florida CPAs. Written proof of attendance will be supplied.
1910 N Ola Ave., Tampa, FL 33602
Please park in guest parking areas highlighted 'guest parking'. The Theater door is located to the left of the main doors and elevator located on N Ola Ave. There will be NCF event signs directing you to the theater door.
*At this time there are no parking fees, but that could change. We will update information once we receive it.