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Bi-Monthly Meeting - March 9, 2021

  • 03/09/2021
  • 9:00 AM - 11:15 AM
  • Zoom Conference

Registration

(depends on selected options)

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  • If you are not a member of CCPG, choose this option to register for this event.

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Bi-Monthly Meeting

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Location: Zoom

Date: March 9, 2021

9:00 AM - 10:00 AM – 1st Session
TOPIC

SUMMARY
Estate administration. 

SPEAKER
Fred WeberAttorney/Trust Officer, Northern Trust Company 

CFRE: Pending approval. CCPG is an approved CFRE provider. 

10:15 AM - 11:15 AM – 2nd Session 
TOPIC

SUMMARY
Portfolio reviews and pipeline management. 

SPEAKER PANEL
Valerie Sherman, Director of Gift Planning Saint Mary's College
Camille Licklider, Executive Director Gift Planning, Northwestern University

CFRE: Pending approval. CCPG is an approved CFRE provider



Cancellations/Refunds: Cancellations must be received by 12:00 pm two business days prior to the event in order to receive a full refund. No refunds will be processed after this time. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows.    

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