Thank you for attending the 36^th ACGA Conference in Houston, TX.  Below, you can download the conference presentations, exhibitor handouts, and CE forms.

• Conference Program: Click here to download the conference program, which includes general information, session descriptions, and speaker bios.
• Who's Attending: Click here to download a list of conference attendees who opted in to share their information.
• What to Do in Houston: Click here to learn more about what to do while visiting Houston.
• CE Reporting: Download your CFRE and CFP forms here.
• Post-Conference Survey: https://www.surveymonkey.com/r/GVWB38Z

Tuesday, April 30 - Sessions

Click on the session name to access the presentation and any session-associated handouts.

Opening Keynote

• Under the Microscope: Understanding Your Leadership Lens
  Raj Ramachandran
  Survey: https://www.surveymonkey.com/r/G9D58G2

Morning Sessions/Workshops

• Next-Level CGA Strategies: Fulfilling Donor Needs
  Chris McGurn & Kent Weimer
  Survey: https://www.surveymonkey.com/r/GK3XJ7T
  
  
• The Power of Deferred Gift Annuities (NO HANDOUTS)
  Kristen Dugdale, Ngan Raskin, Tim Prosser & Damon Whelchel
  Survey: https://www.surveymonkey.com/r/JWMPRBW
  
  
• Winning with Gift Annuities–Best Practices
  Steve Nickel, Karen Sillay, Bryan Taylor & Sydney Walden
  Survey: https://www.surveymonkey.com/r/G7KSKWW
  
  
• Giddy-Up Your Marketing
  Alexandra P. Brovey, Amanda Irving, Tom Horton & moderator, Jeremy Stelter
  Survey: https://www.surveymonkey.com/r/JW69LNP
  

Plenary Session

• Gift Annuity Rates, Scholarships, & ACGA Update
  Joe Bull, Dave Ely & Cathy R. Sheffield
  

Afternoon Sessions/Workshops

• Building a Comprehensive Charitable Gift Annuity Program: Strategies and Partner Selection
  Julie Hallowell, Cathy R. Sheffield & Johnne Syverson
  Survey: https://www.surveymonkey.com/r/JS85YRN
  
  
• Warning Signs: Identifying and Mitigating Risks in CGA Pools
  Dennis Dwyer & Carolyn Freeman
  Survey: https://www.surveymonkey.com/r/G7T2ZN5
  
  
• The Good, The Bad, & The Ugly of the New QCD for Life Income Plans
  Melissa Copher, Pamela Leonard, Rebecca Locke & Phil Purcell
  Survey: https://www.surveymonkey.com/r/JSY3Y3B
  
  

• AI in Action for Advanced Gift Planning
  Cherian Koshy
  Survey: https://www.surveymonkey.com/r/G73W85T

Wednesday, May 1 - Sessions

 Click on the session name to access the presentation and any session-associated handouts.

Closing Keynote

• Everything You Wanted to Know About ACGA Research
  Kinna Clark, Bryan Clontz & Russell James
  Survey: https://www.surveymonkey.com/r/JS5HBR2
  

Morning Sessions/Workshops

• Collaborative Discussion: Gift Planning Case Studies
  Crystal Thompkins
  Survey: https://www.surveymonkey.com/r/JSRYNL6
  
  
• Spilling the (Texas) Tea: Disclosing the Secrets to Surface and Subsurface Gifts
  Jennifer Babisak & Joe Hancock
  Survey: https://www.surveymonkey.com/r/JSNMQYR
  
  
• Good Gifts Gone Bad
  Doug White
  Survey: https://www.surveymonkey.com/r/G75GBSX
  
  
• State Regulations: What You Need to Know
  Julia Boerth & Julie Goldenberg-Hay
  Survey: https://www.surveymonkey.com/r/G9L7P6R
  

Partners & Exhibitors

 You can visit our partners and exhibitors in the Marketplace/Exhibit Hall (below the lobby level).

• Cornerstone Management
• What is an investment policy statement?
• Investment Philosophy Overview
• Introduction to Worthy of the Gift Journey
• Fiduciary CPR - 3 oversight keys for fiduciaries
• The Legacy IRA – Creating a Lifelong Income Stream
• Boards and Financial Risk
• Crescendo Interactive
• Crescendo Booklet
• Endowment Development Services (EDS)
• The Edge from EDS - Blog
• EDS in a Nutshell
• Life Income Gift Comparison
• Giving Docs
• HighGround Advisors
• About HighGround
• Gift Planning Information
• HighGround LinkedIn
• HighGround Blog Series on Minerals
• HighGround Blog Series on Real Estate
• National Gift Annuity Foundation / Charitable Solutions
• PNC Institutional Asset Management
• PNC IAM
• Pentera
• Integrated Marketing
• Webinars
• Whitepapers
• Blog
• State Street Global Advisors
• Stelter
• Our Story
• Webinars
• Blog
• Charitable Gift Annuities: Which Fundraising Option Is Best for Your Donors?
• Lights Camera Philanthropy: And the Oscar Goes to…Planned Giving!
• TIAA Kaspick
• TIAA Kaspick LinkedIn

CE Forms

Below are the CFRE and CFP reporting forms.  Attendees are responsible for self-submitting their session attendance for any other professional credits to the appropriate regulatory/certification board for credit.

• CFRE Reporting Form
• CFP
  NOTE: CFP reporting forms must be returned to the ACGA via email ([email protected]) by 5/14/24.  After that date, you will be responsible for self-reporting.