Meet our team.
Great philanthropic work starts with great conversations. Below is a list of upcoming events where you can meet and speak with an NPT team member about your giving goals.
Key:
🔵 = Sponsoring/tabling
🔶 = In attendance
🟩 = Speaking/presenting
Upcoming Events
- Crescendo Creative Gift Conference 🟩
September 15-16, 2025
Orlando, FL
Lisa Barr, CAP® | Senior Director, Head, U.S. West - DAF Giving Summit 🔶
September 17-19, 2025
Washington, DC - The American College of Trust and Estate Counsel (ACTEC) Southeast Regional Meeting 🔵
October 20-23, 2025
Austin, TX
Lisa Barr, CAP® | Senior Director, Head, U.S. West
Ethan Burke, CEPA®, CAP® | Regional Director, Southeast
Jeff Gerold, CFP®, CEPA® | Senior Vice President, Head of Advisor Engagement
Fernando Gonzalez, CAP® | Senior Director, Head, U.S. East - National Association of Charitable Gift Planners Conference 🔶
October 15-17, 2025
Indianapolis, IN
Trevor Johnson | Regional Director, Southeast/Florida - Southern Federal Tax Institute 🔶
October 27-31, 2025
Atlanta, GA
Ethan Burke, CEPA®, CAP® | Regional Director, Southeast - Pennsylvania RIA Summit 🔶
October 30, 2025
Philadelphia, PA - The American College of Trust and Estate Counsel (ACTEC) Southeast Regional Meeting 🔵
October 30-November 2, 2025
Hilton Head Island, NC
Ethan Burke, CEPA®, CAP® | Regional Director, Southeast - Hawaii Tax Institute 🔵🟩
November 2-6, 2025
Honolulu, HI
Lisa Barr, CAP® | Senior Director, Head, U.S. West
Resources for Advisors DAF Insights for Advisors
