OCAIP Program Themes for 2015

February 10, 2015 – Speaker Series Event: Roy Williams, Engaging the Next Generation: How to Child-Proof Your Legacy and Avoid Joining the 70% Club

June 9, 2015 – Speaker Series Event: Nicole Anderson, David B. Moore, Tales From The Trenches: How Planned Giving Experts Consistently Translate Client Wishes Into Charitable Gift Realities

October 13, 2015 – Speaker Series Event, Integrating Values and Goals into Overarching Wealth Management Plans


Recent Past Events

February 11, 2014 – Speaker Series Event: Laura Ferretti, Dr. Kathy Abels, Douglas Freeman, Lisa Fujimoto, Changing Lives – Advisors That Champion Education

February 25, 2014 – Roundtable Event Hosted By Bob Greenberg & Mark Rylance, Leading Advisor’s Roundtable Series Hosted by R.S. Crum: Getting it done – helping clients take action on their giving

June 17, 2014 – Speaker Series Event: Gerald Solomon, Max Gardner, Christina Altmayer, Marty Dutch, Donors Are Collaborating for Social Change – What Advisors Should Know

July 1, 2014 – Roundtable Event Hosted By Mark Van Mourick  The Optivest Model – Activating Giving Within a For-Profit Wealth Management Firm

September 30, 2014 – Leading Advisor’s Roundtable Series Hosted by Brown & Streza

October 21, 2014 – Speaker Series Event Developing Strategic Giving Plans and Mission Formation

December 10, 2014 – Leading Advisor’s Roundtable Series Hosted by OCCF