See Who’s Speaking

Todd Buchholz

Former White House Director of Economic Policy and Managing Director of Tiger hedge fund

Todd G. Buchholz is an economist who has served as a White House director of economic policy and a managing director of the eminent Tiger hedge fund, where he helped lead the macro team’s investments in global bonds and foreign exchange. He has also served as a consultant to some of the world’s leading investment groups.
In the White House under President George H.W. Bush, Buchholz coordinated decision-making on tax, finance, energy, and technology policy; organized presidential briefings by the Federal Reserve chairman; and drafted decision memos for the president on fiscal and regulatory issues.

Buchholz was founding president of the G7 Group and has advised central banks, including the Bundesbank, the Bank of Japan, and the Bank of England, as well as investment banks such as Goldman Sachs and HSBC, where he managed a foreign exchange portfolio. He has debated fiscal and monetary policy with officials including Nobel laureate Joseph Stiglitz, former Council of Economic Advisers chairs Jason Furman and Austan Goolsbee, and former Deputy Treasury Secretary Roger Altman.
Buchholz earned advanced degrees in economics and law from Cambridge University and Harvard University. Harvard’s Department of Economics awarded him the Allyn Young Teaching Prize. He served as a fellow at Cambridge University in 2009 and is currently a fellow of Branford College at Yale University.
He was named one of the top 21 speakers of the 21st century by Successful Meetings magazine and has delivered keynote presentations at the U.K. Parliament, the White House library, the U.S. Treasury, and the Abu Dhabi and Mexico City stock exchanges.

Buchholz contributes commentary on finance and trade to The New York Times, The Wall Street Journal, and The Washington Post, and professional articles to publications including the Brookings Institution’s Policy Matters, the Federal Reserve Bank of Minneapolis, IMF Finance & Development, the Journal of Law & Religion, and the Review of Economic Conditions.

Prosperity Ahead — or Not?

3:30 pm - 5:30 pm, Monday, Apr 20, 2026

The economy never sleeps, and neither can your business. As the United States navigates new policies under the Trump White House, and the European Union and United Kingdom wrangle over Brexit, energy, and immigration, Todd Buchholz explains the forces that will determine whether the economy climbs higher — and what that means for you.

Learning Objectives

• Learn how White House policies on trade, regulation, and Federal Reserve Board policy are impacting the economy.

• See how the latest gyrations in the stock market and interest rates are altering long-term growth prospects and the financing of businesses.

• Discover how demographics, technology, and globalization are reshaping the future for the United States and countries throughout the world.

• Pinpoint the signs of stock market rallies, and the warning signs of slumps.

• Identify the political pressures from trade, debt, and interest rates on the United States, European Union, and China.

Dorie Clark

Columbia Executive Education faculty and Wall Street Journal & USA TODAY bestselling author of The Long Game

Dorie Clark has been named four times as one of the Top 50 business thinkers in the world by Thinkers50, and was recognized as the #1 Communication Coach in the world by the Marshall Goldsmith Leading Global Coaches Awards.

Clark, a consultant and keynote speaker, teaches executive education at Columbia Business School, and she is the Wall Street Journal and USA Today bestselling author of The Long Game, Entrepreneurial You, Reinventing You and Stand Out, which was named the #1 Leadership Book of the Year by Inc. magazine. A former presidential campaign spokeswoman, Clark has been described by the New York Times as an “expert at self-reinvention and helping others make changes in their lives.”

A frequent contributor to the Harvard Business Review, she consults and speaks for clients including Google, Microsoft, and the World Bank. You can download her free Long Game strategic thinking self-assessment at dorieclark.com/thelonggame.

Cultivating Mental Agility in a Complex World

11:30 am - 2:00 pm, Tuesday, Apr 21, 2026

In an era defined by rapid change, uncertainty, and competing demands, success depends less on having the right answers and more on asking better questions. Today’s leaders and professionals must be able to adapt quickly, anticipate what’s coming next, and make sound decisions even when the path forward isn’t clear.

In this talk, Columbia University executive education professor Dorie Clark - named 4x as one of the Top 50 Business Thinkers in the World - shares practical strategies for building mental agility in the face of complexity. Drawing on research, real-world case studies, and insights from top performers across industries, she explains how to sharpen your ability to spot emerging patterns, learn systematically from experience, and turn uncertainty into a source of advantage.

Participants will leave with concrete tools to think more clearly, respond more nimbly, and position themselves to thrive amid constant change.

Learning Objectives

•  Create “smart networks” that surface early signals and help you anticipate change ahead of others

• Stress-test decisions by analyzing potential failures before they happen—so you can prevent them

• Seize new opportunities by identifying and leveraging your unique advantages

• Harness the forces that create serendipity, increasing the likelihood of unexpected breakthroughs

Dan Pink

#1 New York Times bestselling author of The Power of Regret, When, To Sell is Human, Drive, and A Whole New Mind

Daniel Pink is the author of seven bestselling nonfiction books on a range of topics, from human motivation to the science of timing to a graphic novel career guide.

Pink’s books include the New York Times bestsellers The Power of Regret, When, and A Whole New Mind, as well as the No. 1 New York Times bestsellers Drive and To Sell Is Human. His deeply researched works have been translated into 46 languages and have sold more than 5 million copies worldwide.

Over the years, Pink has hosted a National Geographic television series, delivered one of the most popular TED talks of all time, written a regular column for The Sunday Telegraph and The Washington Post, served as chief speechwriter to Vice President Al Gore, and been a clue on Jeopardy!

Beyond Resilience: A New Path to a Strong Culture

11:30 am - 2:00 pm, Tuesday, Apr 21, 2026

As organizations face a rapidly evolving landscape, they are reexamining their operations and rethinking their priorities. What do they stand for? How should they navigate what comes next? And how might they build cultures where people can do their best work and be their best selves?

In this provocative and practical presentation, No. 1 New York Times bestselling author Daniel Pink offers a fresh set of strategies. Pink will draw on an unprecedented two-year study of our most misunderstood emotion: regret. He will show that ignoring or rejecting regrets is a colossal mistake.

Instead, confronting regrets systematically can deliver an array of organizational benefits. It can sharpen leaders’ decisions, speed learning and development, and boost individual and team performance. In particular, he will show how the four core regrets shared by people around the world contain the seeds of a reimagined and more powerful corporate culture.

By understanding what people regret the most, we can learn what they value the most — and that can help organizations of every kind attract top talent, deepen employee engagement, and strengthen loyalty and commitment. With Pink’s trademark blend of big ideas and smart takeaways, compelling stories, and sharp humor, this presentation provides an urgent and inspiring map for flourishing in unpredictable times.

Learning Objectives

• How to anticipate — and avoid — the most significant organizational regrets.

• How to transform existing regrets into a positive force and a coherent culture.

• Why regrets of inaction outnumber regrets of action — and how to use that insight to spark innovation.

• Why doing the right thing is more important to employees than most C-suite executives understand — and why, in this fraught moment, being a good organization can pave the way to becoming a great one.

Carl Richards

Author, The Sketch Guy

Carl Richards — creator of The New York Times' “Sketch Guy” column and a trusted voice in the financial planning world for more than 25 years — delivers a transformational experience for financial professionals. Drawing from hundreds of keynote events, thousands of real-life conversations, and the most powerful insights from his new book, Richards weaves live sketching, storytelling, and timeless human truths into a session that is both deeply engaging and profoundly practical.

Your Money: Reimagining Wealth Through Simple Sketches

11:30 am - 2:00 pm, Tuesday, Apr 21, 2026

This isn't about performance or products — it’s about the emotional side of money and the real work of advice. Through a carefully curated selection of sketches, Carl Richards helps advisors move beyond rigid financial plans toward a more adaptable, values-based approach. By exploring the critical tensions that define the advisor-client relationship, this session equips attendees with the language, metaphors, and frameworks to help clients make better decisions and have the conversations that truly matter.

Learning Objectives

• Understand key health and longevity principles and their impact on the long-term quality of life, helping advisors guide clients in aligning lifestyle choices with wealth management goals.

• Explore methods for integrating wellness and preventative health planning into financial advising, enhancing value and differentiating advisory services to meet HNW and UHNW clients' needs.

• Gain actionable insights into how longevity science and personalized health strategies can influence retirement and legacy planning, empowering advisors to support clients' aspirations for a fulfilling and well-rounded future.

Melissa Kemp, CFP®, AEP®, CAP®, CNAP®

Chief Executive Officer, FPA Arizona

"Melissa Kemp delivers ethics education that professionals actually remember — and apply.

Kemp is a recognized CFP® ethics instructor, CEO of FPA Arizona, and the primary creator and author of LearningHub+, a modern learning framework designed to elevate professional judgment, adult learner engagement, and community capacity. She is widely recognized for transforming mandatory ethics CE content into an interactive, practical, and thought-provoking experience.

Her ethics expertise is grounded in regulatory and governance service at a variety of professional levels. Kemp served as a CFP Board Hearing Panel volunteer in 2019, was appointed to the Disciplinary and Ethics Commission from 2021–2024, and currently serves on the CFP Board’s Standards Resource Commission, contributing directly to the interpretation and application of professional standards.

Kemp’s courses blend real-world case studies, behavioral insight, and live audience interaction to help professionals navigate ethical gray areas with clarity and confidence. Her approach replaces “check-the-box” compliance with meaningful learning that strengthens professional judgment, fiduciary mindset, and trust."

Ethics+: A Practical Application of the CFP® Board's Codes and Standards

9:00 am - 11:00 am, Wednesday, Apr 22, 2026

This program fulfills the requirement for CFP Board-approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective July 1, 2024.

Learning Objectives

• Apply the CFP Board’s fiduciary duty.

• Recognize when a CFP® professional is providing financial advice.

• Understand when financial advice requires financial planning.

• Meet the duties when using our referring to other service providers and technologies.

• Become familiar with the process to uphold the code and standards.

Mike Kurz, CIMA®, CPWA®, RMA®, CFP®, CAIA

Director of Programs, Investments & Wealth Institute

As director of programs at the Investments and Wealth Institute, Mike Kurz leads the strategic design, delivery, and continual enhancement of the Institute’s three flagship certification education programs. Kurz oversees program innovation and operational excellence by aligning curriculum development, candidate engagement, and faculty collaboration to deliver a premier learning experience. Under his leadership, the programs team focuses on driving measurable candidate success, increasing program reach, and ensuring the Institute remains at the forefront of professional education for wealth management advisors.

CPWA® Masterclass: Application of Advanced Strategies

8:00 am - 9:40 am, Monday, Apr 21, 2026

Designed for Certified Private Wealth Advisor® (CPWA®) certificants seeking to deepen their expertise and elevate client outcomes, this CPWA® Masterclass translates advanced wealth management concepts into practical, client-ready strategies. Participants will explore real-world scenarios involving tax planning, estate considerations, concentrated wealth, and behavioral dynamics to refresh their skills and deliver more confident, comprehensive guidance to high-net-worth and ultra-high-net-worth clients.

Learning Objectives

• Apply advanced CPWA® frameworks to identify and address key planning opportunities for high-net-worth clients.

• Evaluate tax-aware wealth strategies and explain trade-offs in clear, actionable terms to clients.

• Assess complex client balance sheets, including concentrated positions and liquidity events, to improve decision-making and outcomes.

• Incorporate estate and legacy planning considerations into holistic client conversations and recommendations.

• Use behavioral coaching techniques to strengthen client engagement and improve implementation.

Annalee Kruger

President of Care Right, Inc. and Author of The Invisible Patient: The Emotional, Financial, and Physical Toll on Family Caregivers, Care Right, Inc.

Annalee Kruger started Care Right Inc., a virtual consultancy, in 2011 after working in continuing care retirement communities for 22 years. Kruger has devoted her career to guiding family caregivers and their aging loved ones through decisions related to aging, dementia progression, and the senior care landscape. Her work includes helping families evaluate aging-at-home considerations, outline current and future care options, establish “safety triggers” for when additional care is needed, and develop aging-at-home care budgets to avoid financial barriers to qualifying for quality care communities. Kruger has been curated by more than 32 wealth management firms to work directly with their clients.

She is a national speaker on aging, caregiving, dementia, family dynamics and mediation, and end-of-life issues. Major financial services conferences where Kruger has presented include the Investments & Wealth Institute, Financial Planning Association, National Association of Plan Advisors, National Association of Insurance and Financial Advisors, American Institute of CPAs®, Chartered Institute of Management Accountants®, Truist, D.A. Davidson, and numerous conferences across the healthcare and senior care industries.

Kruger is the author of The Invisible Patient: The Emotional, Financial, and Physical Toll on Family Caregivers.

Addressing the Human Side of Financial Planning

9:20 am - 10:10 am, Monday, Apr 20, 2026

This course helps financial professionals recognize hidden risks that traditional planning often overlooks and introduces practical ways to add value through better questions, collaboration, and informed referrals. Participants will gain awareness of the real human factors that influence portfolios, client decisions, and long-term relationships — positioning advisors as trusted, holistic partners in an increasingly complex planning landscape.

Learning Objectives

• Identify how aging, caregiving, and dementia create financial and planning vulnerabilities.

• Recognize the emotional, physical, and financial toll on family caregivers.

• Understand common misconceptions about aging-at-home and senior care costs.

• How to ask more effective questions to uncover hidden client challenges.

• Understand how caregiving impacts careers, health, and wealth.

Sarah Mouser, CFP®, CDFA®, CES™, CTS™, CCFS®, ELA™

Managing Director of Financial Planning, Verdance Capital Advisors

With more than two decades of experience in planning strategy and executive leadership, Sarah Mouser is a frequent source for financial publications and a recognized speaker on wealth planning, process development, and best-practices thought leadership. She serves as a member of both Virginia Tech’s and George Mason University’s Financial Planning and Wealth Management Advisory Boards, generously investing her time and expertise in developing the next generation of industry leaders.

Building a Strong Bench to Scale Your Business

10:30 pm - 11:20 pm, Monday, Apr 20, 2026

Looking to build capacity and streamline processes to scale your business? Join Sarah Mouser of Verdence Capital Advisors to learn how she has developed and implemented platform processes, centralized support to increase advisor capacity, enhanced service offerings to add value to client relationships, and expanded advisory teams to support growth and succession needs.

This session also highlights strategies for increasing capacity to focus on high-value expertise, empowering support staff as subject matter experts, implementing efficiencies through data-driven process development, and recruiting and hiring next-generation talent with defined career paths.

Learning Objectives

• Strategies to implement at multiple stages of growth to scale.

• Recruiting, hiring, and training tips.

• Pinpoint the signs of stock market rallies, and the warning signs of slumps.

• Identify the political pressures from trade, debt, and interest rates on the United States, European Union, and China.

John Nersesian, CIMA®, CPWA®, CIS, CFP®

Founder, Nersesian Wealth Education LLC

John Nersesian is head of advisor education at Nersesian Wealth Education LLC, providing advanced wealth management and investment consulting education to financial professionals.

Previously, Nersesian was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute from 2006 to 2017 and as chairman for the 2014–15 term, and he is a faculty member for the Institute’s Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) education programs held at Yale University and The University of Chicago.

Nersesian has 37 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.

CPWA® Masterclass: Application of Advanced Strategies

8:00 am - 9:40 am, Tuesday, Apr 21, 2026

Designed for Certified Private Wealth Advisor® (CPWA®) certificants seeking to deepen their expertise and elevate client outcomes, this CPWA® Masterclass translates advanced wealth management concepts into practical, client-ready strategies.

Participants will explore real-world scenarios involving tax planning, estate considerations, concentrated wealth, and behavioral dynamics to refresh their skills and deliver more confident, comprehensive guidance to high-net-worth and ultra-high-net-worth clients.

Learning Objectives

• Apply advanced CPWA® frameworks to identify and address key planning opportunities for high-net-worth clients.

• Evaluate tax-aware wealth strategies and explain trade-offs in clear, actionable terms to clients.

• Assess complex client balance sheets, including concentrated positions and liquidity events, to improve decision-making and outcomes.

• Incorporate estate and legacy planning considerations into holistic client conversations and recommendations.

• Use behavioral coaching techniques to strengthen client engagement and improve implementation.

Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®

Professor of Practice and Scholar in Residence, The American College of Financial Services

"Steve Parrish is a professor of practice and a scholar in residence at The American College of Financial Services, where he previously served as co-director of the Retirement Income Center. He also recently served as an adjunct professor of estate planning and interim director of the Compliance and Risk Management Department at Drake University Law School.
With more than 45 years of experience as an attorney and financial planner, Parrish is an expert on retirement, estate, and business-owner succession planning. He is a recognized industry authority, spokesperson, and author, serving as an ongoing contributor for Forbes.com and as a contributing author to the 2024 e-textbook, “Retirement Plans and Retirement Planning.”

Parrish was the 2023 winner of the Kenneth Black Jr. Journal Author Award and has written for the Journal of Financial Service Professionals — where he also serves as an associate editor— the Journal of Financial Planning, and the Hastings Business Law Journal. He has served as an expert source for prominent media outlets including The New York Times, The Wall Street Journal, CNBC, National Public Radio, InvestmentNews, Money.com, U.S. News & World Report, and AARP The Magazine.

He also has served as an expert witness. In addition, Parrish is a sought-after speaker for bar associations, estate planning councils, and financial services industry meetings."

New Opportunities in Retirement Planning for Business Owners

2:10 pm - 3:00 pm, Monday, Apr 20, 2026

This session examines the unique challenges business owners face when planning for retirement and offers potential solutions. It includes an overview of the current environment for small businesses, including taxation and business valuation, and addresses strategies for converting business capital into retirement income.

Learning Objectives

• Highlight timely financial issues in today's economic environment that concern small business owners contemplating retirement.

• Consider exit planning and succession solutions, including legal, tax, and product strategies.

• Discuss a process for advisors to help their business Owner clients deal with exit and retirement planning.

Ross Riskin, DBA, CPA/PFS™, CCFC, MS Tax

Chief Creative Officer, visiWealth

Ross Riskin's research and professional expertise focus on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He serves as the founder and chief creative officer at visiWealth, vice president at Riskin & Riskin, PC, and managing member of Riskin Wealth Management, LLC.

In addition, Riskin sits on the advisory council for the American Institute of Certified College Financial Consultants and acts as a senior strategy advisor for the Investments & Wealth Institute. Riskin is the author of “The Adviser’s Guide to Education Planning: 1st and 2nd Editions,” which are published by the AICPA. Riskin has been the recipient of the 40 Under 40 Award from both InvestmentNews and CPA Practice Advisor and has received the Standing Ovation in Personal Financial Planning Award from the AICPA, and the Accounting Educator of Excellence Award from the Connecticut Society of CPAs.

He has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo Finance, U.S. News, The New York Times, and Investment News, and has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

A Beautiful Design: The Power of Using Visuals to Provide Clarity and Identify Opportunities Around the OBBBA

1:00 pm - 1:50 pm, Monday, Apr 20, 2026

The passage of the One Big Beautiful Bill Act (OBBBA) has reshaped the tax and financial planning landscape, creating both new opportunities and new challenges for advisors and their clients.

This session will focus on using visuals to conceptualize and simplify various planning strategies that will apply to diverse client groups, such as young families, young professionals, business owners, and high-income/high-net-worth individuals who are focused on "planning with purpose" by using philanthropic and multigenerational tax planning strategies to reach their immediate and long-term goals.

Learning Objectives

• Identify key provisions of the OBBBA that significantly alter individual, business, and multigenerational tax planning strategies.

• Understand how visuals can be used to simplify and communicate complex planning concepts for diverse clients—ranging from young families and professionals to business owners and high-net-worth individuals.

• Evaluate tax-efficient approaches to "planning with purpose," including philanthropic giving, legacy design, and multigenerational wealth transfer strategies under the new rules.

Steve Siegel, JD, LLM

President, The Siegel Group

Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Siegel is the author of several books, including “The Grantor Trust Answer Book,” “CPA’s Guide to Financial and Estate Planning,” and “Federal Fiduciary Income Taxation.” He has served as an adjunct professor of law in the Graduate Tax Program of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. He earned a BS from Georgetown University, a JD from Harvard Law School, and an LLM in taxation from New York University.

CPWA® Masterclass: Application of Advanced Strategies

8:00 am - 9:40 am, Monday, Apr 21, 2026

Designed for Certified Private Wealth Advisor® (CPWA®) certificants seeking to deepen their expertise and elevate client outcomes, this CPWA® Masterclass translates advanced wealth management concepts into practical, client-ready strategies. Participants will explore real-world scenarios involving tax planning, estate considerations, concentrated wealth, and behavioral dynamics to refresh their skills and deliver more confident, comprehensive guidance to high-net-worth and ultra-high-net-worth clients.

Learning Objectives

• Apply advanced CPWA® frameworks to identify and address key planning opportunities for high-net-worth clients.

• Evaluate tax-aware wealth strategies and explain trade-offs in clear, actionable terms to clients.

• Assess complex client balance sheets, including concentrated positions and liquidity events, to improve decision-making and outcomes.

• Incorporate estate and legacy planning considerations into holistic client conversations and recommendations.

• Use behavioral coaching techniques to strengthen client engagement and improve implementation.

Tim Steffen, CPA/PFS, CFP®, CPWA®

Director of Advanced Planning, Private Wealth Management, Baird

"As director of advanced planning for Baird, Tim Steffen is responsible for researching, writing, and speaking on important planning issues that impact Baird’s clients. This includes topics related to retirement and estate planning, tax law, executive compensation, business ownership, legislative changes, and overall best practices.

Steffen originally joined Baird in 1999, serving in a variety of planning-oriented roles. He left Baird in 2019 to join the Advisor Education team at PIMCO before returning in 2021. Before 1999, Steffen worked in Arthur Andersen’s Private Client Services group in Milwaukee, where he specialized in tax and financial planning. His clients included corporate executives, business owners, and families.

Steffen earned a bachelor’s degree in accounting from the University of Illinois in 1991. He is a CPA/PFS, a CFP® professional, a CPWA® professional, and a member of the American and Wisconsin Institutes of CPAs, the Investments & Wealth Institute, and the Financial Planning Association.
Commentary from Steffen on a wide range of financial planning topics has been featured in national, regional, and trade media such as The Wall Street Journal, Bloomberg Businessweek, Kiplinger’s, U.S. News & World Report, Morningstar, CNBC.com, and InvestmentNews.

In addition, he speaks to numerous client and professional groups about tax and financial planning topics and has taught financial planning classes for the Investments & Wealth Institute and at the University of Wisconsin–Madison."

Understanding Social Security Retirement Benefits

10:30 am - 11:20 am, Monday, Apr 20, 2026

This session will provide an understanding of the basics of our Social Security system, including who is eligible for benefits, how they’re calculated, options for claiming benefits, tax rules around them and more.

We’ll then get into claiming strategies for both single individuals and married couples, along plenty of examples of how claiming dates will impact your actual benefit.  We’ll conclude by looking at the latest forecast for the future of the Social Security trust fund and some options for ensuring it’s long-term viability.

Learning Objectives

• Know what factors go into calculating a benefit.

• Understand the options a retiree has for when to claim benefits, and how those decisions affect how much they collect.

• Examine strategies for married couples, and how the decision of one spouse can affect the benefit paid to another.

• Understand the financial outlook for the trust fund, and variety of options available to provide short-term and long-term stability to the system.

David R. York, Esq., CPA

Managing Partner, York Howell

David R. York is an attorney, certified public accountant, and managing partner with the Salt Lake City law firm of York Howell. York practices law in estate planning, tax, business planning, and nonprofit entities. He is a fellow of the American College of Trust and Estate Counsel and a dean with the Purposeful Planning Institute.

York has been recognized by Chambers and Partners in the area of estate planning, a distinction awarded to approximately the top 2% of attorneys in the field. He has extensive experience designing and implementing advanced wealth-planning strategies for ultra-high-net-worth clients, as well as working with charitable planning, purpose trusts, private trust companies, and advanced trust planning.

York has spoken to hundreds of public groups and professional organizations, including TED, Q Commons, Stanford University, the Purposeful Planning Institute, Million Dollar Round Table, and the Investments & Wealth Institute.
He is the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World and the children’s book Dudley’s Castle. He is also the co-author of Entrusted: Building a Legacy That Lasts and Riveted: 44 Values That Change the World. York has written for Trusts & Estates, Estate Planning Magazine, and Investments & Wealth Monitor.

In 2023, York co-founded Corenology™, a software-as-a-service technology company that provides qualitative tools and resources to help financial professionals identify and understand their clients’ unique values so they can connect purpose and planning.

Charitable Planning Today

9:20 am - 10:10 am, Monday, Apr 20, 2026

This presentation explores the evolving landscape of philanthropy, highlighting how shifting demographics, new giving vehicles, and changing donor priorities are reshaping charitable engagement. It emphasizes that advisors have a critical role in helping clients navigate this environment by aligning philanthropic goals with tax-efficient strategies, legacy planning, and impact-focused approaches.

The discussion underscores the importance of understanding both traditional structures and emerging tools to guide clients effectively. Ultimately, it positions advisors as key partners in helping families translate their values into enduring charitable impact.

Learning Objectives

• Understand the modern shift from traditional charity to blended-purpose planning. Participants will be able to explain the evolution from the old bifurcated model of “business over here, philanthropy over there” to a unified framework in which purpose, mission, and enterprise operate together, grounded in concepts such as Carnegie’s "The Gospel of Wealth" and today’s purpose-driven business structures.

• Evaluate and apply emerging legal structures and advanced planning tools to achieve integrated social and financial objectives. Participants will learn the practical uses, advantages, and limitations of B-corporations, purpose trusts, 501(c)(4) entities, beneficiary well-being trusts, and program- or mission-related investments, and will be able to apply these tools to client scenarios to align governance, tax strategy, and long-term impact.

• Use charitable-planning strategies to broaden advisory offerings and meet clients’ evolving philanthropic goals. Participants will understand how to leverage modern charitable vehicles and hybrid structures to address shifting donor priorities (such as impact-driven giving, social-enterprise support, succession-aligned philanthropy, and multigenerational purpose) thereby expanding the advisor’s toolkit and enhancing client outcomes.