Upcoming Local Chapter Events
Please note:
Our event format will be changing for the remaining events of 2021. Our meetings in May, September and November will be 2 hours from 3pm to 5pm
Date: November 17th, 2021
Time: 3:00-4:15PM
Location: Zoom Meeting
Speaker: Meredith Sossman
Meredith Sossman, CFRE, JD is an accomplished development professional and attorney, who has helped non-profits achieve better results through insight and experience in all aspects of giving and non-profit management. In her ten years with the West Chester University Foundation, she served as a campaign director, associate executive director, in-house counsel and chief development officer. She successfully led the foundation’s $50 million capital campaign. Meredith is a principal at MM&C Consulting and works with 
plannedgiving.com to help non-profits exceed their goals by providing experience, insight and proven solutions that drive results while honoring every philanthropist. She earned her JD at Temple University School of Law and BA at Muhlenberg College.
Topic: Planned Giving Overview
In simple, plain English, Meredith Sossman, Esq., CFRE will present an overview of the most popular planned gifts. An essential webinar for any CEO, CFO, fundraiser or advisor who wants to raise more and larger gifts.
The three types of planned gifts covered include:
- Gifts anyone can make
- Gifts that provide income
- Gifts that protect assets
If you’re a novice, there’s a lot to learn. If you’re a seasoned pro, it will be a great refresher.
Date: November 17th, 2021
Time: 4:15-5:15PM
Location: Zoom Meeting
Speaker: Paul Nicely
Paul Nicely is a vice president of Eaton Vance Distributors and a regional director for the firm’s independent/financial institution sales team, responsible for marketing Eaton Vance products and services in Washington and Oregon. In his role, he consults with advisors on topics ranging from portfolio construction, economic
and capital market research, to practice management and business development. He joined Eaton Vance
in 2003.
Paul began his career in the investment management industry in 2002. Before joining Eaton Vance, he was an independent advisor for Reinhard & Associates, a branch of Ameriprise Financial Services, Inc.
Paul earned a B.S. in business administration from the University of Delaware. He holds the Chartered SRI Counselor (CSRIC) designation.
Topic: Responsible Investing is Good Business
Imagine developing an interest and expertise in an investing approach that deeply resonates with ultra-high-net-worth families, women, millennials and Gen Xers. We will demystify the rapidly growing discipline of responsible investing to help you capture today’s significant growth opportunity. This presentation:
- Reviews the history of responsible investing
- Clarifies the terminology
- Presents a compelling case for initiating responsible investing conversations with clients
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2022 Events Schedule
Save the dates for 2022 Spokane FPA meetings:
Date: January 19th, 2022
Location: Zoom Meeting
Speaker: TBD
Date: March 16th, 2022
Location: Zoom Meeting
Speaker: TBD
Date: May 18th, 2022
Location: TBD
Speaker: TBD
Date: September 21st, 2022
Location: Zoom Meeting
Speaker: TBD
Annual Conference
Date: October 21st, 2022
Location: TBD
Speakers: TBD
November Holiday Party
Date and location TBD