Program
// 2025
Conference Speakers
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Martin Hall
Attorney, Founding Partner, Managing Director
Hall & Diana LLC
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Matthew Wesley
Principal
The Lovins Group
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Howie Pearson
Sr. Philanthropy Advisor and Development Legal Counsel
Stanford University
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Bill Knox
Director
Kaspick
-
Chris Hoyt
Chair
American Bar Association’s Committee on Lifetime and Testamentary Charitable Gift Planning
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James Landay
Professor of Computer Science
Stanford University
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Julie Kwon
Partner
McDermott Will & Emery LLP
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Larry PON
CPA/PFS, CFP, EA, USTCP, AEP
College of San Mateo
// 2024
2024 Conference Program
Our 2024 program is below. Please check back soon for details on the 2025 speakers and program.
Time
Sessions & Speakers
track
8:30 AM – 9:30 AM
Recent Developments in Charitable Gift Planning
Martin Hall, Esq., Founding Attorney, Hall & Diana LLC
Breakfast Plenary
9:45 AM – 10:45 AM
Charitable Planning Alphabet Soup: An Overview of CRTs, CLTs, DAFs, and PFFs Phoebe Stone, Manager of Trusts & Estates Education and Senior T&E Faculty, WealthCounsel
Breakout | Fundamentals
9:45 AM – 10:45 AM
Where Purpose Meets Planning: New Tools for a Blended Marketplace David York, Managing Partner, York Howell Attorney at Law
Breakout | Technical; Philanthropic Trends and Strategies
9:45 AM – 10:45 AM
Key Appraisal Issues With Charitable Donations Sid Luckenbach, Managing Director, Andersen Tax Kelly Crug, Managing Director, Valuation Services, Andersen Tax
Breakout | Technical
11:00 AM – 12:00 PM
Thriving in the Crucible: Advising the Philanthropic Family Matthew Wesley, Principal, The Lovins Group
Breakout | Philanthropic Trends and Strategies
11:00 AM – 12:00 PM
Helping Clients Select a Philanthropic Vehicle: A Story Told in Several Charts Karl Mill, Founder & Attorney, Mill Law Center
Breakout | Fundamentals
11:00 AM – 12:00 PM
Facilitating Complex Gifts: Key Considerations for Professional Advisors Liza Hanks, Director Gift Planning, Silicon Valley Community Foundation Wendy Chou, Director of Gift Planning, Medical Center Development and Deputy Director of Planned Giving, Stanford University Tim Watson, Partner, Watson & Machado LLP
Breakout | Fundamentals
12:45 PM – 1:45 PM
Think Faster, Talk Smarter: How to communicate clearly when put on the spot Matt Abrahams, Lecturer, Stanford University Graduate School of Business Jonrie Dávila (Moderator) Senior Associate Director of Planned Giving, Stanford University
Lunch Plenary
2:00 PM – 3:00 PM
Diving Into a Donor’s Perspective: Advice for Advisors Vera Michalchik, Senior Associate Director for Learning Sciences at Technology, Stanford University’s Center for Teaching and Learning Kathy Kwan, Philanthropist, Eustace-Kwan Family Foundation
Breakout | Philanthropic Trends and Strategies
2:00 PM – 3:00 PM
Donations of Private Equity and Venture Capital Howie Pearson, Sr. Philanthropy Advisor and Development Legal Counsel, Stanford University Kendra Onishi, Vice President of Development, Silicon Valley Community Foundation Kelli Cullinane, Managing Partner, CFO, COO, Next Legacy
Breakout | Technical
2:00 PM – 3:00 PM
Formulating a Frustration Free Testamentary Charitable Plan Ryan Szczepanik, Senior Wealth Strategist, BNY Mellon Wealth Management
Breakout | Technical
3:15 PM – 4:15 PM
Attorney General’s Oversight of Charities and Charitable Trusts: Updates and Developments Elizabeth Kim, Supervising Deputy Attorney General, CA Department of Justice, Office of the Attorney General Laurelle Gutierrez, Partner, McDermott, Will & Emery
Afternoon Plenary
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