Speakers & Panelists

Valerie Hogan, J.D. CFP

Keynote Speaker and Panel Leader

Valerie is the managing director for NCF Chicago.

Barrett Swartz

Emcee/Master of Ceremonies

Barrett Swartz is the V.P. & Relationship Manager for NCF Tampa Bay.

Bob Doll

Keynote Speaker

Bob Doll is the Chief Investment Officer for Crossmark Global Investments.

Brian Tvenstrup

Giver Testimonial

Brian is the V.P of Eduspire and an NCF giver.

Helen Schmid

Panelist

Helen is a marketing consultant and a founder of My Strategy Mentor.

Julie Wilson

Panelist

Julie is the executive director of Women Doing Well.

Session One
Charity, Exit & Succession

Asset-Based Giving, Tax Planning, and Relational Implications

This session will explore the opportunities and implications for investment, tax, legal, and M&A professionals and the clients and business owners they serve in the backdrop of an unprecedented intergenerational transfer of wealth. Charitable gift alternatives will be considered with respect to gifts of cash, securities, and asset-based gifts with a focus on charitable planning, business succession, and exit strategy. A case study incorporating personal and family dynamics in addition to business considerations will also be shared with attendees.

Session Two
Women & Wealth

Statistics, Legacy, Influence, and Heart Matters

Session attendees will be informed of the latest statistics behind the transfer of wealth to women, their accelerating role in the forming of new businesses, and their great influence and leadership in charity. A panel discussion led by Valerie Hogan will provide valuable insight to advisors as they explore the technical and relational aspects of women and families affected by the great wealth transfer and all the charitable implications involved.

Session Three
Markets & Economy

Observations and Predictions

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, election implications, and other variables. He will include comments on generosity, stewardship encouragement, and values-based investing.