Courses, Events, & Continuing Education

2026

250 & Beyond: Our American Story Service Symposium | Lilly Family School of Philanthropy at Indiana University | Live web symposium, April 24

Charitable Gift Annuities Unlocked: The Gift Planner’s Secret Weapon | Saint Louis Council of Charitable Gift Planners | In-person, April 16

Annual Charitable Gift Planning Boot Camp | Saint Louis Council of Charitable Gift Planners |In-person, March 9

Certificates

Non-profit board training, IGNITE
The Science of Well-Being, Yale University (online)

Credentials & Memberships

FCEP Fellow in Charitable Estate Planning Charitable Estate Planning Institute (CEPI)
QKA Qualified 401(k) Administrator, American Society of Pension Professionals & Actuaries (ASPPA)
APA Accredited Pension Administrator, National Institute of Pension Administrators (NIPA)
AKS Accredited 401(k) Administrator, National Institute of Pension Administrators (NIPA)
National Association of Charitable Gift Planners, member
St. Louis Council of Charitable Gift Planners, member