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:  
Session Description:  

MORNING PRESENTATION (TBA)

Presenter:
Session Title:

Session Description: 

AFTERNOON PRESENTATION (TBA)

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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.

Directions:  Click here

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] 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 Gunning at [email protected]