Viken is a nationally known speaker and a walking, talking encyclopedia of planned giving knowledge and experience. Thankfully, he also has a sense of humor, which means he delivers it all in a lively, engaging manner—a refreshing alternative to the typical vanilla presentation. (You know, the kind that’s dry enough to put a cat on speed to sleep.) Viken’s seminars are packed with practical ideas to help your members raise more and larger gifts, starting immediately. Read More
Meredith Sossman, Esq.
Meredith is a CASE designated Stellar Speaker, a CASE mentor and a speaker for the Partnership for Philanthropic Planning. She is currently the Chief Development Officer, Campaign Director, Director of Gift Planning & In-house Counsel to the West Chester University Foundation. She is responsible for more than $42,000,000 in gift commitments to WCU over the past several years. Meredith and WCU’s Chief Operating Officer transformed the development operations of the WCU Foundation and increased fundraising results by 170 percent in one year. Before joining WCU Foundation, Meredith served as a private practice attorney in estate planning, tax, real estate, and in litigation for multinational medical device, chemical and oil companies. Read More
Brian M. Sagrestano, JD, CFRE
Brian is the President of Gift Planning Development, LLC, a full-service gift planning consulting firm he founded in 2007. His areas of expertise include gift planning assessments, strategic planning, marketing, training seminars, start ups and executive search. Prior to starting GPD, he spent twelve years as a charitable gift planner, directing the gift planning programs for the University of Pennsylvania, Middlebury College and Meridian Health Affiliated Foundations. He has also worked in gift planning at Hamilton College and Clarkson University. He stays in-demand as a consultant, coach, trainer, writer and presenter for clients and organizations nationwide. Read More
Dr. Scott Janney
Dr. Scott Janney, a successful planned giving officer with thousands of donor calls under his belt, demystifies complicated gift plans for donors, advisors, and non-profits. Because Scott is “in the business,” he knows the challenges that development and planned giving officers face, and offers helpful insights to enable participants to become more effective in raising significant gifts. He will help you get everyone working together to achieve your organization’s mission. Scott, a nationally-known speaker, presents on a variety of topics. Read More