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Date: March 9, 2021
9:00 AM - 10:00 AM – 1st SessionTOPIC
SPEAKERFred Weber, Attorney/Trust Officer, Northern Trust Company
CFRE: Pending approval. CCPG is an approved CFRE provider.
10:15 AM - 11:15 AM – 2nd Session TOPIC
Portfolio reviews and pipeline management.
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 firstname.lastname@example.org. Additionally, payment is expected from no-shows.
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