SUNY Community College CAO Retreat

2014 SUNY Community College CAO Retreat
Thursday, Jan 16 - Friday, Jan 17, 2014
Albany Marriot
Wolf Road, Albany, NY

Click here to register.

Cost: $125 per person
Mail in a check to:
Monroe Community College Foundation
228 East Main Street
Rochester, NY 14604

Please include a copy of the registration receipt that will be emailed to you after you complete the online registration.


Schedule

Thursday, January 16, 2014

10:30 – 11:50 a.m.

Keynote Address
Donor Centered Planned Giving
Brian Sagrestano, president and chief executive officer,
Gift Planning Development, LLC

Noon – 1:15 p.m.

Opening Lunch
Donor Centered Planned Giving
Brian Sagrestano, president and chief executive officer,
Gift Planning Development, LLC

1:30 – 3:15 p.m.

Session One
Implementing a Planned Giving Program
Frank DuRoss, executive director of Institutional Advancement, Mohawk Valley Community College and
Amy Pauley, executive director, Finger Lakes Community College

3:30 – 4:00 p.m.

SUNY Update
Kaitlin Gambrill, assistant vice chancellor for strategic planning and university advancement, SUNY

4:15 – 5:00 p.m.

Session Two
Charitable Gift Annuities
Lori Matt-Murphy, University at Albany

5:00 - 6:30 p.m.

Cocktails & hors d'oeuvres

6:30 – 8:00 p.m.

Dinner Buffet Hosted by Alliance Bernstein
Planning in the investment marketplace: From budgets to policy and campaigns to strategy
Marc Penziner, Principal and Financial Advisor, Bernstein Global Wealth Management
Seth Buchwald, Financial Advisor, Bernstein Global Wealth Management


Friday, January 17, 2014

8:15 - 9:30 a.m.

Breakfast Roundtables
Hosted by sponsors

9:45 – 11:15 a.m.

Session Three
Voluntary Support for Education
Ann Kaplan, director, Voluntary Support of Education Survey, Council for Aid to Education

11:30 a.m. - 12:30 p.m.

Closing Luncheon
Evaluation, Q&A and Next Steps for our SUNY CC CAO group
Facilitated by Planning Committee Members: Don’t miss your chance to be a part of our continued growth and shared success!


Hotel Information

Albany Marriot
189 Wolf Road
Albany, NY 12205-1100
Reservations can be made directly with the hotel at (800) 443-8952 by the cut-off date of Jan.1, 2014. When making reservations, please state that you are attending the SUNY CAO Retreat.

Single or Double rate is $111.00
Check-in is 4 p.m.
Check-out is Noon

mcc-web01.monroecc.edu