General Meetings

The Los Angeles Council of Charitable Gift Planners holds five General Meetings each year. Our General Meetings are similar to attending a one-day conference on gift planning. Attendees benefit from hearing three different presentations with the early morning presentation geared towards the attendees’ choice of either beginner or advanced level. Come learn the latest concepts and techniques to help your donors or clients make planned gifts that meet their financial and philanthropic goals.

 

Thursday, September 19, 2019

ADVANCED CASE STUDY

Presenters:
Shelley De Leon, Manager, Planned Giving Data & Analytics, City of Hope
Zeki Kavgaci, Data Analyst Business Intelligence and Philanthropy Analytics, City of Hope 

Session Title:
Visualizing Planned Giving Data: Tableau Dashboards at City of Hope

Session Description:  
Are you interested in learning how data visualizations can help your planned giving team? Come see how the Planned Giving team at City of Hope is using Tableau dashboards to enhance our efforts to raise $50 million annually in realized planned gifts. Zeki Kavgaci, a member from City of Hope’s Business Intelligence team, and Shelley De Leon, a member from the Planned Giving team, will walk the group through four dashboards: 360 Prospect Identification, Loyal Donor, Intends/Considers Conversions & LOH (City of Hope’s Legacy Society).

Shelley De Leon is the Manager, Planned Giving Data & Analytics at the City of Hope National Cancer Research Medical Center. She received her Bachelors of Science in Statistics from Brown University and her Masters of Science in Predictive Analytics from Northwestern University. Prior to City of Hope, Shelley worked at the Los Angeles Philharmonic Association in the Gift Planning Department and started her career in planned giving at Caltech. Before that, she worked in several major law firms, including Proskauer and Latham & Watkins. Shelley is a CSPG and has spoken at the Western Regional Planned Giving Conference, Tessitura Conference and will be speaking at this year’s National Conference on how to create an in house engagement score. 

Zeki Kavgaci is Data Analyst of Business Intelligence team at City of Hope National Cancer Research Medical Center in Los Angeles. At age 16, he left his country,Turkey, to pursue the best education available. He graduated with a Bachelor of Science in Mathematics and Economics from UCLA in 2014 and has been bringing his passion for Analytics to field of healthcare where he has been research- ing and practicing efficiency metrics and optimized operations by data-driven decision making. After learning and experiencing the needs and trends in the industry, his decided to master the absolute necessary skills in Computer Science and Machine Learning and joined Master of Science in Data An- alytics program at University of Illinois, Springfield. In the past 2 years, he has worked on projects that featured Big Data analytics, parallel computing, network analysis, supervised and unsupervised machine learning algorithms on large data sets. He will be starting his Doctorate program in Data Science and Analytics in May 2019 doing research on simplicity (”beauty”) in data visualization, and machine learning in operations research. 

Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.


MINI-ROUND TABLE (TBA)

THE MINI ROUND TABLE provides an opportunity to brainstorm, network and learn together with LACGP mentors and peers who seek a deeper understanding of the field. Bring a question and together we will generate an array of helpful answers.

Moderators:  Jay Harvill, Methodist Hospital Foundation
Session Description:  

Jay Harvill is the Director of Gift Planning at Methodist Hospital Foundation and has been leading the organization’s gift and estates program since 2005. He came to the non-profit world from a career in banking and has been enjoying his service in the charitable field for the past 20 plus years. 
Jay has been an active member with PGRT since 1996. Jay has served on the board, and later as president. Over the years, Jay continued to participate in his field through various committees in both the Western Regional Planned Giving Conference and National Philanthropy Day. 
Jay has also served on the boards of Arcadia Rotary Club, and San Gabriel Valley Habitat for Humanity, where he traveled to Nepal to build homes for the underprivileged. He is a member of the San Gabriel Valley Estate Planning Council and Fiduciary Round Table. At the hospital, Jay serves as member of the No One Dies Alone (NODA) and Clinical Pastoral Education programs. 
When not working, Jay enjoys hiking the local mountains, supporting his son’s weekend sports games, reading books on American history, and working in his wood shop creating nothing out of block of wood.


MORNING PRESENTATION

Presenter:
Monica Goel, TLD Law

Session Title: 
The Basics of CA Trust Administration and Fiduciary Accountings

Session Description: People have become educated to know that estate planning is important.  Without it, your life savings and estate will go through the cost and expense of probate court.  With estate planning, you can do advanced tax planning to avoid the cost and expense of probate, avoid costly estate taxes, and ensure smooth transition of assets to your heirs.  Trust administration is just as important.  When someone passes away, it’s imperative that the proper trust administration is done to carry out the terms of the Trust.   In this presentation, Monica Goel will discuss the top ten trust administration rules to keep you out of trouble and avoid fiduciary liability.   She will also discuss the importance of financial record keeping and how to prepare an accounting to satisfy beneficiaries and complete a successful trust administration and distribution.

Monica Goel, a member of the firm Tredway, Lumsdaine & Doyle since 1999 and partner since 2010, has been rated “superb” by AVVO and a Super Lawyer in the field of Trust and Estates in 2019. She was listed as a Super Lawyers Rising Star in 2016 and 2015. With over nineteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. She also assists clients with incapacity, elder law, trust/probate/elder abuse litigation.
Ms. Goel was recently one of the Top Attorneys in 2019 and 2016 Top Women in Southern California. She was nominated by Cal CPA as one of the 2015 “Women to Watch” in the Emerging Leaders category.
Ms. Goel is a published author in the Daily Journal and OC Lawyer Magazine. She is a frequent lecturer on trust administration, probate administration, court accountings, liability for fiduciaries, and legal ethics in estate administration.
On August 1, 2014, the California Board of Legal Specialization certified partner Monica Goel as a legal specialist in Estate Planning, Trust, and Probate Law. She joins an elite group of attorneys that have taken the legal specialization exam and earned this coveted designation. The legal specialization exam is offered every two years in specific practice areas. Attorneys must pass and submit an application to become board certified.
Ms. Goel is a member of the PVP panel for the LA Superior Court and is routinely appointed by the court to represent incapacitated persons and advise the court regarding appointment of conservators.
She was previously an adjunct professor at Cerritos College in the Certified Paralegal Program and is currently on the Trustee Advisory Committee therein. She has joined the faculty at UCI Extension in the summer of 2014 and is teaching a summer class in Estate Planning.
Monica Goel was admitted to the bar in December, 2000. Education: University of California at Los Angeles (UCLA) (B.A., 1997); University of Southern California (USC) Law School (J.D. 2000). Monica was the 1998/1999 Trope and Trope Family Law Fellow and did an Externship in the Chambers of Judge Kim McLane Wardlaw, 9th Circuit Court of Appeals in 1999.


AFTERNOON PRESENTATION (TBA)

Presenters:  Matt Laufman, Insitutional Investments and Philanthropic Solutions, US Trust, Bank of America
Session Title:
 High Net Wealth Individual Survey
Session Description: 

 
 
 
General Meeting Agenda Location

8:00 a.m.

8:30 a.m.

10:00 a.m.

11:15 a.m.

11:45 a.m.

12:15 p.m.

1:15 p.m.

Registration

Advanced Case Study & Mini-Round Table (Held Concurrently)

Morning Session

Coffee and Networking

Lunch

Afternoon Session

Adjournment

Hilton Los Angeles/Universal City
555 Universal Hollywood Drive
Universal City, CA 91608
818-506-2500

REMINDER: LACGP offers validated SELF parking only.  If you choose to use the hotel valet you will be charged the difference in price and will be asked to pay the valet directly.

Click here for directions!

Cost

$75.00

Members with advance registration

$99.00

Nonmembers with advance registration

$105.00

Walk-in Registration

 
Continuing Education

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines. 

Cancellation Policy

Please note: Cancellations will be accepted until 48 hours prior to the event.  A $25 administrative fee will be imposed.  Cancellations received after the 48 hour deadline are non-refundable.

Speaker/Sponsor Opportunities

Qualified presenters are asked to contact Michele Bignardi at [email protected] or Barbara Gunning at [email protected] to discuss their presentation material.

General Membership Meeting Sponsorship Opportunities:
The Los Angeles Council of Charitable Gift Planners has five membership meetings scheduled during the year (January, March, April, September & November). The cost of sponsorship is $1,500 and a sponsor receives the following benefits:

  1. Recognized as a meeting sponsor on banner prominently displayed at all five meetings for the year
  2. Recognized on podium sign at the sponsored meeting
  3. Recognized by name, logo and description of services in bulletin for sponsored meeting
  4. Recognition on LACGP web site page corresponding with sponsored meeting
  5. Opportunity to introduce both speakers at the sponsored meeting
  6. Opportunity to display materials at exhibit table at the sponsored meeting
  7. Free meeting registration for one sponsor representative at sponsored meeting

To discuss General Meeting sponsorship opportunities, please contact Barbara Bushnell at [email protected]