Conversation & Coffee
Date: February 18, 2015 at 7:30 AM
Location: Playhouse in the Park
Topic: Take Control of Your Workday
Corral your unruly workday by implementing new systems and changing old habits. You’ll learn how to call the shots from your restructured office, including how to:
Eliminate distractions and interruptions you can control
Systemize and minimize your email process
Streamline meetings for maximum productivity
Delegate to others so you can maximize your time
Encourage your staff to get organized and become an efficient team
Regardless of your career path, you’ll leave with new ideas applicable for today’s work environment.
Speaker – Lori Firsdon, Forte Organizers
Date: February 04, 2015 at 12:00 PM
Location: Cintas Center
Communicating Effectively About Planned Gifts: What 5000+ Test Subjects Tell Us
When talking about making planned gifts to your charity, what words should you use to describe the options? Does their order matter? Should you enumerate the tax benefits? And what else should you mention?
In this month’s webinar, Russell James answers these questions using insights from his research on planned gift messaging. Russell teaches in the Department of Personal Financial Planning at Texas Tech University, where he also directs the on-campus and online graduate program in Charitable Financial Planning.