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:
🟩 = Presenting
🔵 = Exhibiting
🔶 = Attending
Upcoming Events
- National Association of Charitable Gift Planners Conference 🔶
October 15-17, 2025
Indianapolis, IN
Lisa Barr, CAP® | Vice President, Development, West
Rhonda Branch | Regional Director, New York Metro
Meghan Clifford | Regional Director, New England
Dan DeLaney | Associate Regional Director
Rudy Flesher | Regional Director, Southwest
Fernando Gonzalez, CAP® | Vice President, Development, East
Trevor Johnson | Regional Director, Southeast/Florida
Janos Major, CAP® | Regional Director, West - The American College of Trust and Estate Counsel (ACTEC) Fall Meeting 🔵
October 20-23, 2025
Austin, TX
Lisa Barr, CAP® | Vice President, Development, West
Ethan Burke, CEPA®, CAP® | Regional Director, Southeast
Rudy Flesher | Regional Director, Southwest
Jeff Gerold, CFP®, CEPA® | Senior Vice President, Head of Advisor Engagement
Fernando Gonzalez, CAP® | Vice President, Development, East - 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
Jeff Gerold, CFP®, CEPA® | Senior Vice President, Head of Advisor Engagement
Matt Rovi | Chief Growth Officer - Hawaii Tax Institute 🔵🟩
November 2-6, 2025
Honolulu, HI
Lisa Barr, CAP® | Vice President, Development, West
Rudy Flesher | Regional Director, Southwest
Jeff Gerold, CFP®, CEPA® | Senior Vice President, Head of Advisor Engagement
Janos Major, CAP® | Regional Director, West
Michael Wilson, CAP® | Regional Director, Central - Scholarship America 2025 Partner Convening 🟩
November 11, 2025
Washington, DC
Fernando Gonzalez, CAP® | Vice President, Development, East
Resources for Advisors DAF Insights for Advisors
