FINANCIAL MANIAS, BUBBLES AND HUMAN BEHAVIOR
November 11, 2020
WILLIAM SPITZ, CFA FOUNDER & PRINCIPAL OF DIVERSIFIED TRUST CO.
This presentation focuses on the impact of human emotions on economics and investing as demonstrated by six major financial manias or bubbles that date back to the 1600’s. While we have sophisticated math, unlimited computer power and instantaneous communications, we unfortunately remain vulnerable to human psychology, most particularly greed.
Diversified Trust provides investment management, advisory & family office services, trust & estate management and institutional services. Previously, Bill held the position of Vice Chancellor for Investments at Vanderbilt Univ. for 22 years. During his tenure, the Vanderbilt Endowment grew from $300 million to 3.5 billion while also providing netresources to the Univ. of $600 million. He was also a Clinical Prof. of Finance in Vanderbilt’s Owen School of Management. He currently serves as a Director of the MassMutual Financial Group where he is Chair of the Investment Comm., and Acadia Realty, a NYSE REIT.
Approved for 1 CFRE credit.
Unconscious Bias Awareness in Our Lives and the Philanthropy World
Marguerite A. Fletcher, Esq., President, Fletcher Consulting
December 2, 2020
We all have unconscious biases. We come by them naturally. They are a result of how our brains work and our experiences in life. Similarly, the philanthropy world, leaders and fundraisers are not immune to the struggles of diversity and inclusion. Whether it is building a more inclusive board and staff or being aware of unconscious biases as we engage a more diverse donor and stakeholder community, recent events have brought stark reminders of the work in racial equity that is so critical to healthy institutions and communities. The goals of this highly interactive workshop are to increase our awareness of unconscious bias, to understand the impact of bias in our workplace and to learn skills for mitigating the effect of bias at work. We will strive to become more conscious through small group discussions, case studies and experiential exercises.
Marguerite A. Fletcher, Esq. is the President of Fletcher Consulting, LLC. She is a diversity consultant, keynote speaker and facilitator. Marguerite is skilled at facilitating workshops on a variety of topics such as Unconscious Bias Awareness, Interrupting Bias, and Managing Diverse Teams. Marguerite advises her clients on mitigating bias in hiring, assignment and evaluation systems. She is adept at performing comprehensive cultural assessments and in helping clients to develop strategic action plans. As a Keynote Speaker, Marguerite dives into challenging issues with energy and humor. A favorite at law schools and corporations, Marguerite speaks on a variety of issues relating to diversity, inclusion, unconscious bias and cultural competence. Marguerite is the Chair of the Board of YW Boston and has been active for many years with the Boston Bar Association, most notably as a member of the Steering Committee of the Diversity and Inclusion Section. Marguerite has served as a Senior Consultant with the Verna Myers Consulting Group and Ibis Consulting Group. Prior to establishing Fletcher Consulting, Marguerite was Assistant General Counsel at Genuity, Inc. where she worked with the COO to launch a diversity assessment and plan for the company. She was an active member of a group of senior employees focused on the hiring and retention of people of color while working as Corporate Counsel at Lotus Development Corporation/IBM and participated in the recruitment of associates while a Corporate Associate with Hale and Dorr (now known as Wilmer Hale). Marguerite, who was born in Kingston, Jamaica, is a graduate of the Harvard Law School and the Georgetown University School of Foreign Service. She resides in Newton, Massachusetts.
Sponsored by Vision Philanthropy Group
Calming Troubled Waters: Getting IRA Death Proceeds Paid In A Timely Manner
Johni Hays, J.D., FCEP
February 3, 2021
Has your nonprofit experienced delays while attempting to collect IRA proceeds when a donor has died? Has it taken months or years to get paid? Has your organization been required to set up an entirely separate, second account? What was once a simple transaction, has now turned into an onerous and laborious procedure – so much so, that some charities are completely giving up on trying to get their rightful share. Do you want to know how to avoid all this? Do you want a quicker way to get paid? Join us to learn how to get your money fast.
Johni Hays, with her extensive legal and nonprofit professional experience, as well as a genuine desire to be a helper, Johni discovered the ideal opportunity at Thompson & Associates. She credits the company’s reputation of genuineness, sincerity and integrity. At Thompson & Associates, she most values the role she plays in helping others figure out what they need in an estate plan and pulling together all the pieces so individuals can enjoy peace of mind.
Johni is an accomplished writer, having been quoted in the Wall Street Journal and publishing estate planning articles in numerous publications like Planned Giving Today, Estate Planning Magazine, Fundraising Success, Life Insurance Selling and the National Underwriter. Additionally, she is the author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. She also serves as a charitable planning author of Steve Leimberg’s electronic newsletter service, LISI, found at www.leimbergservices.com.
She has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993. She has also worked with the insurance industry helping agents with estate and charitable plans for their clients.
Johni served as the President of the Charitable Estate Planning Institute from 2012 and retired in 2016. She and a group of Thompson & Associates colleagues formed the Institute in 2012, as a means for estate planning professionals from across the country to gather annually to discuss advanced topics specifically geared towards estate planning.
Johni frequently lectures on a national basis to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation. Her quick wit and engaging personality make the often-complicated topics of estate planning fun and easy to understand.
Always Look a Gift Horse in the Mouth
Kent Weimer, CAP
April 7, 2021
Not all gifts are beneficial. To protect your organization, you need to fully understand what you’re getting when offered a gift that doesn’t come completely strings-free. Before accepting gifts with restrictions, or gifts that require further action from the organization, make sure that you’re willing–and able–to do what it takes to maximize the gift. In this session, we’ll walk through some of the warning signals to watch for when offered gifts with restrictions or non-traditional gifts. We’ll share experiences that have been ripped from the headlines and discuss how to best handle difficult conversations. Attendees will leave with a better of understanding of what red flags to watch for–and why–and will be armed with tips on how to communicate with donors when you can’t say yes. This presentation has been well received at the CGP National Conference and the AFP International Conference.
Kent Weimar is Director of Trusts, Estates & Gift Planning at Parkland Foundation where he works with donors and their advisors to make estate gifts, create endowments, or make donations with assets other than cash. His extensive expertise in institutional advancement comes from 40 years of experience in community based health care, higher education, cultural institutions, international healthcare, youth development, and social service organizations. Kent has been actively involved in CGP for 17 years including leadership roles at the Chicago Council of Planned Giving and the Dallas Council of CGP, where he is a past president.