Events

  • Jan 11, 2019 - 19:30 -09:00 PM
    2019 Economic Forecast and Financial Market Update & Annual Meeting

    January’s presentation will focus on Commerce Bank’s outlook for both the US and International economies and conclude with Commerce Trust Company’s outlook and recommendation for investment portfolios.

    Take-aways:

    • US Economy is probably in better shape than most recognize
    • Still, there is global divergence and the world’s economy is no longer in a synchronized expansion
    • As such, the risk to our economic expansion ending continues to grow
    • However, we expect the current economic expansion to last for several more years, longer than the typical consensus forecast
    • Despite our optimistic economic outlook, risk assets (stocks) have rallied more than 300% and this has been the longest bull market without a 20% correction
    • We are currently focused on ensuring client’s recognize these risks and rebalance their likely overweight to equities back into higher quality long dated fixed income assets

    Agenda:

    7:30 – 7:45 am Registration/Breakfast
    7:45 – 8:00 am MAPGC Annual Meeting (please note earlier time for Annual Meeting)
    8:00 – 9:00 am Program

    Presenter: Scott M. Colbert, CFA Executive Vice President, Chief Economist and Director of Fixed Income Management at Commerce Trust Company

    Scott is the Chief Economist and Director of Fixed Income Management with The Commerce Trust Company. He joined Commerce in 1993 and has investment responsibilities for over $21 billion in fixed income assets. Scott directly manages the Commerce Short-Term Government and the flagship Commerce Bond strategies.

    Prior to joining Commerce Bank, Scott worked for The Cincinnati Gas and Electric Company, Fifth Third Bank, and ARMCO Inc. Scott received his bachelor of science degree in nuclear engineering from the University of Cincinnati in 1986 and received his master of business administration from Xavier University in 1988. He has been both a director and president of the Chartered Financial Analyst Society of St. Louis.



  • Feb 8, 2019 - 07:30 -09:00 AM
    ROI of MU Planned Giving Marketing

    How do you measure the results of marketing planned gifts at a major university? In 2018, the University of Missouri-Columbia (MU) planned giving office enlisted the help of graduate students in the MU Truman School of Public Administration to help them determine the historic ROI of MU’s planned giving marketing. This presentation will share the results of the project, the impact of an investment in planned giving marketing, a comparison of the results at MU against that of a benchmark institution, and insights for future planning gained through the study.

    Take-aways: 

    • How to measure ROI for planned giving marketing
    • How to do effective planned giving marketing
    • How to justify a planned giving marketing program from an ROI perspective

    Agenda:

    7:30 – 7:50 am Registration/Breakfast
    7:50 – 8:00 am Announcements
    8:00 – 9:00 am Program

    Presenter: Dr. James O. Preston, Assistant Executive Director in the Office of Gift Planning and Regional Advancement- University of Missouri – Columbia

    Dr. Preston works with planned giving donors, supervises two development officers and directs the university’s planned giving marketing program. He has been a planned giving professional since 1999. Preston lives in Jefferson City, Missouri, with his wife, Rachael. They have three grown children.



  • Mar 8, 2019 - 07:30 -09:00 AM
    Charitable Remainder Trusts and Charitable Gift Annuities

    For many donors, charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) are attractive estate planning tools that provide an income stream for the donor and facilitate the donor’s planned giving and tax objectives. With interest rates continuing to rise, now may the right time for a donor to utilize one of these techniques. This presentation will explore the differences between CRTs and CGAs, and provide planning tips and strategies.

    Agenda:
    7:30 – 7:50 am Registration/Breakfast
    7:50 – 8:00 am Announcements
    8:00 – 9:00 am Program

    Presenters:
    Joseph D. Growney
    Joe concentrates his practice in all areas of estate planning, including the preparation of basic and complex estate planning documents, and the implementation of sophisticated planning techniques. He also assists high net worth individuals and closely-held businesses with business succession planning and tax planning, including the formation of corporations, partnerships and limited liability companies, and structuring of corporate reorganizations and recapitalizations. Mr. Growney regularly assists clients with life insurance planning, charitable planning and estate planning with retirement benefits.

    Courtney M. Conrad
    Courtney leads Lathrop Gage’s Wealth Strategies group, comprising 30 attorneys and paralegals who offer comprehensive estate and wealth planning strategies. Courtney has extensive experience providing counsel to high-net worth clients, closely held businesses and their owners and charitable organizations. With a primary focus in the area of estates and trust law, Courtney provides her clients up-to-the-minute knowledge of the changing tax laws and the most sophisticated estate planning techniques.