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Meetings

The Planned Giving Round Table of Southern California holds five general membership meetings each year with speakers addressing a wide variety of topics affecting planned giving professionals.

2008 Calendar:
 

Register now for on line registrayion and Pay Pal payment for the next meeting
CLICK HERE

  Thursday, March 20th
 

Thursday, April 10th

  Thursday, September 25th
for mail in registration form
  Friday. October 3,2008 PG 101
  Thursday, November 13th
Format: Location:

9:30

Registration The Conference Center at Cathedral Plaza
10:00   Morning Session Cathedral of Our Lady of the Angels
11:00   No Host Social Time 555 West Temple Street
11:30   Lunch Los Angeles, CA 90012-2707
12:15   Afternoon Session (213) 680-5200
1:30   Adjournment  
     

Directions:  www.olacathedral.org/gettinghere/index.html

It may also be convenient for you to avoid traffic, save gas, and take public transportation to the Cathedral.  There is a Metro Red Line station less than a block away from the Cathedral.  Please visit metro.net  for more information.

 

Cost:

$50.00   Members with advance registration
$60.00   Nonmembers with advance registration
$75.00   Walk-in Registration
     

Continuing Education

The PGRT-SC is approved as a continuing education provider of MCLE credit by the State Bar of California; PACE credit for CLUs and ChFCs; and continuing education credits for CPAs. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines. 

Speaker/Sponsor Opportunities

Qualified presenters are asked to contact Vice President for Programs Stephanie Buckley at 310-506-4893, stephanie.buckley@pepperdine.edu, to discuss their presentation material.

Interested sponsors are asked to contact President-Elect Jody Giles, 310-407-1157, jgiles@mycfo.com, to discuss this sponsorship opportunity.

2008 General Membership Meeting Sponsorship Opportunities:

 

The Planned Giving Round Table of Southern California has five membership meetings scheduled in 2008 (January, March, April, September & November).  The cost of sponsorship is $1,000 and a sponsor receives the following benefits:

 

1) Recognized as a meeting sponsor on banner prominently displayed at all five meetings

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 PGRT-SC 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

Past Programs Offered

To view a listing of the programs offered over the past years at the PGRT-SC General Membership Meetings, please click here.
 

 
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