Monday, May 5
11:30am – 1pm CDT
How can fundraisers & allied pros work better together? Join MACGP for a panel on collaboration across finance, law & trusts
MACGP welcomes Mercedes Givens with Creating Planning, Matthew Hoy with Stevens & Brand, and Elizabeth Hughes with Commerce Trust to have an open conversation about how Allied Professionals and Fundraisers can work together – moderated by Stacey Winkelbauer, with Commerce Trust and former MACGP president. We will learn from the prospective of a financial planner, an estate attorney, and trusts on their communication with their clients and the best way for an open relationship with one another.
Agenda
11:30 AM – Registration, Lunch & Networking
12:00 PM – Announcements and Introductions
12:05 PM – Program Begins
Our Panelists:
Matthew Hoy is a partner with Stevens & Brand, LLP. Matt received his B.S. and MBA from the University of Kansas and Juris Doctor from the University of Kansas School of Law. He is a fellow in the American College of Trust and Estate Counsel. Matt is a member of the Kansas Bar Association (Real Estate, Probate and Trust Law Section), and the Missouri Bar. Matt is the author of “Planning for Real Property, Including the Residence” for the treatise Advising the Elderly Client published by Thomson-Reuters, as well as the Kansas Bar Association’s Annual Probate Law Update and “Powerful Powers Under the Kansas Power of Attorney Act” published in the Journal of the Kansas Bar Association. Matt is a frequent continuing legal education presenter and is listed in Best Lawyers of America and Super Lawyers.
Elizabeth Hughes is a relationship manager for Commerce Family Office at Commerce Trust, focusing on family foundation services, family administration and CFO services. She serves as a consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management. Elizabeth facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. Elizabeth received her Bachelor of Science in business administration and master’s degree in accounting from St. Louis University. She then received her Juris Doctorate and Master of Laws in taxation from University of Missouri-Kansas City. Elizabeth is a Rising Star in Missouri and Kansas for business law. She is also a member of the Estate Planning Society of Kansas City and serves as secretary and trustee of the Wildermuth Family Foundation.
Mercedes Givens is a Partner / Private Wealth Manager at Creative Planning, LLC. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
Location: Kauffman Foundation Conference Center | 4801 Rockhill Road Kansas City, MO 64110
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