Keynote Speakers

Dana Holt, JD, RICP, AEP®, CAP®

CEO & Philanthropic Strategist, HOLT Consulting

Biography

Julie Heggeness, JD, CSPG

Executive Director, Gift Planning, Hoag Hospital Foundation

Biography

All Speakers

Cathy R. Sheffield, CAP®, CFRE, CSPG, FCEP

President, ThinkGiving and Vice President, Thompson & Associates

Biography

Adam Martel

CEO, Gravyty

Biography

Johni Hays, JD, FCEP

Senior Vice President, Thompson & Associates

Biography

Eddie Thompson

Founder and CEO, Thompson & Associates

Biography

Robert E. Wahlers, MS, CFRE

Vice President of Philanthropy, AdventHealth Foundation

Biography

Cindy Atmar

Senior Director of Trusts, Estates and Gift Planning, The University of Texas MD Anderson Cancer Center

Biography

Erik J. Daubert, MBA, ACFRE, CFRM, WFR

Nonprofit Management Specialist, Coaching, Keynotes, and Training

Biography

BJ Dorman

Senior Mentor, Director of Legacy Gifts, Southwest Division, Western Territory, The Salvation Army

Biography

Brooke Eades, JD

Planned Giving Officer, Pepperdine University's Center for Estate and Gift Planning

Biography

Lorrie M. Erusha, MOL, CFRE

President, Mercy Medical Center Foundation

Biography

Jeff Hesseltine, JD, FCEP

Territorial Director of Gift Planning, Western Territory, The Salvation Army

Biography

Kristen Schultz Jaarda, JD, LLM

Executive Vice President, Crescendo Interactive

Biography

Kimberly Jetton, MNM, CFRE

President/ED, Orange Catholic Foundation

Biography

Marc Littlecott, CAP®, CGPP

Director of Gift Planning, South Dakota State University Foundation

Biography

Rochelle A. Makela-Goodman

Director, Gift Planning, Princeton University

Biography

Frank T. Nico

Executive Director of Planned Giving, The Christian Broadcasting Network (CBN)

Biography

Wayne Olson

Planned Giving Officer, Intermountain Healthcare Foundation in Salt Lake City

Biography

Lori Hunter Overmyer, MBA, CFRE

Consultant, Goettler Associates, Inc.

Biography

Glenn Pittsford

Vice President for Gift Planning, Texas A&M Foundation

Biography

R. Daniel Shephard, CFRE

Principal, The Shephard Group

Biography

Wm. David Smith, CAP®

President and CEO, Heaton Smith Group, LLC

Biography

Jeff Young, CFRE

Director, Gift Planning, Center for Gift and Estate Planning at Kent State University

Biography

Charles Schultz, JD, AEP®

President and CEO, Crescendo Interactive

Biography

Kate Bailey

Legacy Campaign Specialist, Crescendo Interactive

Biography

Bree Daniel

Integrated Marketing Specialist, Crescendo Interactive

Biography

Matt O'Neill

Integrated Marketing Specialist, Crescendo Interactive

Biography
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