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Session 1

How to Think Like a Financial Planner - The Sequel 

In 2015, Juan Ros coined the phrase "think like a financial planner" in a presentation to what was then the Partnership for Philanthropic Planning of Greater Los Angeles (SoCalCGP today). Now, ten years later, Juan revisits the concepts from that presentation with updates from the worlds of financial planning and gift planning and where those two disciplines intersect. In this "sequel" to the original, you will discover the many similarities between the gift planning and financial planning professions and - more importantly - how gift planners can learn to think more holistically about a donor's financial situation in order to recommend and implement the gift plan that meets the donor's philanthropic, financial, and personal goals.

Juan Ros, CFP®, CSPG, AEP®, CEPA® is a partner and financial advisor with Forum Financial Management, LLP, an independent financial planning and investment management firm with offices nationwide and over $8 billion in assets under management. Prior to launching his financial advisory practice, Juan held various senior fundraising positions at the Ronald Reagan Presidential Foundation, Occidental College, and the ALS Association, helping to raise millions of dollars in current and deferred gifts. Juan works closely with legacy-minded families and business owners to enhance, protect and help transfer their wealth, particularly when charitable planning is involved. Juan serves on the board of the National Association of Estate Planners and Councils. He is an active member of the Financial Planning Association, the Central Arizona Estate Planning Council, the Exit Planning Institute, and the Arizona Charitable Gift Planners. He is past president of the Conejo Valley Estate Planning Council and what is now the Southern California Council of Charitable Gift Planners. Juan is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Certified Specialist in Planned Giving designation, the Accredited Estate Planner® designation, the Certified Exit Planning Advisor® designation, and the Certified Value Growth Advisor® designation. Juan earned his MBA with an emphasis in Financial Planning from California Lutheran University in Thousand Oaks, California. He holds a Bachelor of Arts degree from The Pennsylvania State University in State College, Pennsylvania. A father of two, Juan resides in Scottsdale, Arizona, with his wife Stacy and dog Sasha and commutes between offices in Scottsdale and Thousand Oaks.

Session 2

Mega Donors: Legal Challenges in Planning for Multi-Million Dollar Charitable Gifts

Bridget Devoy and Katie Gose from McDermott Will & Emery LLP will discuss charitable gift planning from the perspective of the “mega donor.” Understanding the constraints within which a potential donor is operating is key when planning for a major gift. Drawing on their extensive experience in advising both nonprofits and philanthropically motivated, ultra-high net worth families, Bridget and Katie will walk the audience through the various complexities potential donors must balance with their charitable goals, and how philanthropic professionals can best position their organization to secure such gifts.

Kathryn Gose and Bridget Devoy, Partners, McDermott Will & Emery

Katie Gose's practice focuses on estate, tax and charitable planning for high-net-worth families and individuals. She has extensive professional experience with the tax and governance complexities that arise from multi-generational wealth, with a particular focus on GST and fiduciary income tax planning. Katie enjoys being able to deliver both sophisticated tax strategies and practical solutions for families. Outside of work, she enjoys traveling and chasing after her rambunctious kids.

Bridget K. Devoy represents private foundations, public charities, museums, hospitals, social welfare organizations, and other tax-exempt organizations in a wide variety of legal matters. She provides advice on governance, grantmaking, contractual and regulatory issues, tax compliance, and legal ethics. Bridget often serves as outside general counsel to her clients and particularly enjoys acting as a strategic advisor to innovative nonprofits in both the start-up and growth phases.

Bridget also advises philanthropists, family offices, and businesses on charitable giving, tax and estate planning, estate administration, and arts and entertainment-related matters. She excels at helping clients resolve “intractable” conflicts and is particularly skilled at mediating and settling emotionally fraught and complicated disputes. Bridget represents clients in front of both federal and state regulators and helps client victims investigate and address potential instances of ethical violations, self-dealing, undue influence, and fraud by former fiduciaries.

Prior to McDermott, Bridget worked in private practice and later served as general counsel at a national children's charity and assistant general counsel at a major entertainment studio. Such experiences have given her keen insight into the challenges and needs of clients' charitable organizations and businesses. Bridget is active in her local community and is particularly passionate about helping organizations focused on foster youth, the arts, wildlife conservation, and companion and farm animals.

Schedule:

8:30 am – 9:00 am Breakfast
9:00 am – 10:00 am, Session 1
10:00 am - 10:15 am, Break
10:15 am - 11:15 am, Session 2
11:15 am - Adjournment

Fee:

$75 Members, $90 Nonmembers

Location:

Braille Institute
Weingart Center
741 N. Vermont Ave
Los Angeles, CA 90029

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Cancellation Policy
SoCalCGP regrets that refunds will not be given for no-shows. A refund of full registration is permitted prior to an event by submitting a written request to [email protected]. 

SoCalCGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of SoCalCGP will be limited to a refund of the attendee’s registration fee.

Consent Clause

Photo Release
Registration and attendance at, or participation in, SoCalCGP meetings and other activities constitute an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by SoCalCGP and other third parties, including but not limited to the venue, sponsors, and destination organizations (i.e. CVBs). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance. 

Email/Mail Release
SoCalCGP will provide attendee contact information and email addresses to program partners and exhibitors of certain SoCalCGP events. The information provided to program partners and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program partners and exhibitors at the event. Attendee information is never given to any other parties. SoCalCGP does not sell attendee information. For those SoCalCGP events with program sponsors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors via email or mail.

Continuing Education
SoCalCGP is approved as continuing education provider #3889 of MCLE credit by the State Bar of California and designated this activity for a maximum of 2.0 hours of credit. SoCalGP is also approved for CFRE continuing education credits. Full participation in this Meeting is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines. 

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with CBA requirements.

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.