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
- Future Proof Festival 🔶
September 14–17, 2026
Huntington Beach, CA
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Jeff Gerold, CFP®, CEPA® | Senior Vice President, Strategic Partnerships
Andrew W. Hastings | Executive, Family Office & Private Client Development - The Financial Communications Society: The Human Voice in the Age of AI 🟩
September 15, 2026
Wayne, PA
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Alicia McIlhinney | Senior Vice President, Marketing - DAF Giving Summit 🔵🟩
September 23–25, 2026
Austin, TX
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Lisa Barr, CAP® | Vice President, Advisor Development West
Patty Boutiette | Senior Vice President, Relationship Management
Alicia McIlhinney | Senior Vice President, Marketing
- National Association of Charitable Gift Planners CGP Conference 🔵
October 14–16, 2026
New Orleans, LA
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Lisa Barr, CAP® | Vice President, Advisor Development West
Rhonda Branch | Regional Director, New York Metro
Rudy Flesher, CAP® | Regional Director, West
Fernando Gonzalez, CAP® | Vice President, Advisor Development East
Janos Major, CAP® | Regional Director, West
Michael Wilson, CAP® | Regional Director, Central - The American College of Trust and Estate Council (ACTEC) Fall Meeting 🔵
October 15–18, 2026
Denver, CO
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Ethan Burke, CEPA®, CAP® | Regional Director, Southeast
Dan DeLaney | Associate Regional Director, West
Trevor Johnson | Regional Director, Southeast
Jeremy Schiff | Associate Regional Director, Mid-Atlantic - National Forum on Family Philanthropy 🔵
November 4–6, 2026
Philadelphia, PA
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Catherine Crystal Foster | Senior Vice President, Philanthropic Advising
Andrew W. Hastings | Executive, Family Office & Private Client Development - Hawaii Tax Institute 🔵🟩
November 15–19, 2026
Honolulu, HI
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Lisa Barr, CAP® | Vice President, Advisor Development West
Dan DeLaney | Associate Regional Director, West
Rudy Flesher, CAP® | Regional Director, West
Katie Galeone | Senior Vice President, Enterprise Compliance
Fernando Gonzalez, CAP® | Vice President, Advisor Development East - Heckerling Institute on Estate Planning 🔵
January 10–15, 2027
Orlando, FL
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Lisa Barr, CAP® | Vice President, Advisor Development West
Fernando Gonzalez, CAP® | Vice President, Advisor Development East
Andrew W. Hastings | Executive, Family Office & Private Client Development - Charitable Gift Planners of Tampa Bay — “Deeds of Goodwill: Turning Real Property into Philanthropy Through Probate Avoidance” 🔶
February 10, 2027
Tampa, FL
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Trevor Johnson | Regional Director, Southeast - The American College of Trust and Estate Council (ACTEC) 2027 Annual Meeting 🔵
February 28–March 4, 2027
Grand Wailea, Maui, HI
Resources for Advisors DAF Insights for Advisors
