Basic Tools for Planned Giving, Chesapeake Planned Giving Council, Baltimore, Maryland, September 19, 1995.

Charitable Remainder Trusts: The New Millennium, Baltimore Life Underwriter Association, Baltimore, Maryland, April 15, 1996.

Planned Giving: Beyond the Basics, Association of Independent Maryland Schools, Maryland, October 10, 1996.

Planned Giving: The Basics and Beyond, Maryland Land Trust Alliance, Baltimore, Maryland, November 16, 1996.

Entrepreneurial Supporting Organizations and Legislative and Regulatory Update, Social Capital Conference, Renaissance, Inc., Orlando, Florida, January 31, 1997.

Charitable Gift Planning, NSFRE-MD, Baltimore, Maryland, March 20, 1997.

The Art of Planned Giving, Maryland Land Trust Alliance, Baltimore, Maryland, May, 13, 1997.

Charitable Lead Trusts - The Basics, Chesapeake Planned Giving Council, Towson, Maryland, September 17, 1997.

Charitable Lead Trusts Planning and Legislative and Regulatory Update, Planned Giving Group oF Indiana, Indianapolis, Indiana, November 13, 1997. Charitable Giving: The Basic Concepts and Vehicles, Chesapeake Planned Giving Council, Towson, Maryland, January 14, 1998.

Wealth Planning Strategies, Johns Hopkins University, Baltimore, Maryland, April 25, 1998.

How Physicians Can Control Assets, Reduce Taxes and Increase Net Spendable Income, Carroll County General Hospital, May 7, 1998.

Deferred Annuity Contract in a CRT, American Bar Association, Fiduciary Income Tax Committee, Section of Taxation, Washington, DC, May 16, 1998.

Retirement Plan Vehicles, Community Foundation of the Eastern Shore, Salisbury, Maryland, September 29, 1998.

Problem Solving for the Donor: The Final CRT Regulations Reviewed, National Committee on Planned Giving, videotape, Indianapolis, Indiana, March 2, 1999.

Wealth Planning Strategies, Johns Hopkins University, Baltimore, Maryland, April 23, 1999.

Private Foundations, Donor Advised Funds and Supporting Organizations and Legal & Economic Analysis of NIMCRUTs, National Association of Philanthropic Planners, Kansas City, Kansas, July 31, 1999.

Peacock or Ostrich? Accountability and Legal Compliance - State and Federal Fundraising Rules, Planned Giving Round Table of Orange County, Irvine, California, August 5, 1999.

FlipCRUTS the Economics, Chesapeake Planned Giving Round Table Council, Baltimore, Maryland, September 15, 1999.

Peacock or Ostrich? Accountability and Legal Compliance - State and Federal Fundraising Rules, National Committee on Planned Giving Annual Conference, Anaheim, California, October 16, 1999.

Wealth Planning Strategies, Columbus Bar Foundation, Columbus, Ohio, October 26, 1999.

Recent Developments - CRTs and CLTs, Columbus Bar Foundation, Columbus, Ohio, October 27, 1999.

Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Planned Giving Group of Indiana, Indianapolis, Indiana, March 9, 2000.

Trends in Gift Annuities: Impact on Advisors, Social Capital Conference, Renaissance, Inc., Indianapolis, Indiana, April 26, 2000.

Wealth and Estate Planning Issues, Johns Hopkins University, Baltimore, Maryland, April 28, 2000.

peacock or Ostrich? Ethics, Accountability and Compliance Rules, Washington DC Planned Giving Round Table, Washington DC, May 12, 2000.

Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Northern California Planned Giving Conference, San Francisco, California, June 7, 2000.

Lead Trusts & Family Public Foundations, Planned Giving Group of North Central Ohio, Ashland, Ohio, September 14, 2000.

Concepts of Planned Giving and Hot Topics, Planned Giving Group of Arkansas, Little Rock, Arkansas, November 3, 2000.

Charitable Lead Trust Concepts, Planned Giving Council of Broward County, Fort Lauderdale, Florida, March 21, 2001.

Wealth & Estate Planning, Johns Hopkins University, Baltimore, Maryland, April 20, 2001.

Hot Topics in Planned Giving, Pittsburgh Planned Giving Council, Pittsburgh, Pennsylvania, May 8, 2001.

Charitable Lead Trust Concepts & Hot Topics, North Texas Chapter of NCPG, Dallas, Texas, May 22, 2001.

Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Northwest Planned Giving Roundtable, Portland, Oregon, November 9, 2001.

Public or Private Charity - Differences, Uses & Trends, National Capital Gift Planning Council, Washington, DC, November 14, 2001.

Hot Topics in Planned Giving, New Jersey Gift Planning Council, Princeton, New Jersey, November 20, 2001.

NCPG Masters Forum, Homework Author & Facilitator, La Jolla, California, June 23 & 24, 2001.

Knowledge is Key - Hodgepodge of Planned Giving Issues, Planned Giving Group of New York, New York, New York, February 20, 2002.

Knowledge is Key - Hodgepodge of Planned Giving Issues, Chesapeake Planned Giving Council, Baltimore, Maryland, March 12, 2002.

Basic Concepts & Advanced Applications of the Rodney Dangerfield of Planned Giving Vehicles, Planned Giving Roundtable of Southern California, Los Angeles, California, March 19, 2002.

Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Inland Empire Planned Giving Roundtable, California, March 20, 2002.

Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Alabama Planned Giving Council, Birmingham, Alabama, March 21, 2002.

Peacock or Ostrich? Ethics, Accountability and Compliance Rules, North Ohio Planned Giving Council, Ashland, Ohio, May 3, 2002.

Vehicles of Planned Giving, Evansville Indiana Council of NCPG, Evansville, Indiana, May 8, 2002.

Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Colorado Planned Giving Roundtable, Denver, Colorado, August 22, 2002.

Basic Concepts & Advanced Applications of the Rodney Dangerfield of Planned Giving Vehicles, Tampa Bay Planned Giving Council, Tampa Bay, Florida, September 12, 2002.

Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Mid-America Planned Giving Council, Kansas City, Missouri, September 20, 2002.

President's Address, National Committee on Planned Giving, National Conference, Nashville, Tennessee, October 3, 2002.

Nonprofit Board ABCs & Planned Giving Hot Topics, Chattanooga Planned Giving Council - Estate Planning Day, Chattanooga, Tennessee, October 23, 2002.

Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Minnesota Planned Giving Council, Minneapolis, Minnesota, October 24, 2002.

Basic Concepts & Advanced Applications of the Rodney Dangerfield of Planned Giving Vehicles, Orange County Planned Giving Roundtable, Irvine, California, November 7, 2002.

Supporting Organizations & Donor Advised Funds - Alternatives to the Private Foundation, Children's Medical Center, Dallas, Texas, November 21, 2002.

Charitable Lead Trusts: Sleeping Giant of Gift Planning, Planned Giving Group of New England, Boston, Massachusetts, December 11, 2002.

Collaboration - Putting the Wind Back in the Sails, Canadian Gift Planning Council, CAGP*ACPDP 10th Annual National Conference, Vancouver, BC, Canada, May 1, 2003.

Planned Giving Opportunities for Business Owners, National Capital Gift Planning Council, Washington, DC, May 9, 2003.

Making Planned Giving Work for Business Owners, Community Foundation for Palm Beach & Martin Counties, Palm Beach, Florida, May 14 & 15, 2003.

Working with Advisors, Council on Foundations, Baltimore, Maryland, October 28, 2003.

Making Planned Giving Work for Business Owners, Philadelphia Planned Giving Council, Philadelphia, Pennsylvania, October 29, 2003.

Making Planned Giving Work for Business Owners, Chesapeake Planned Giving Council, Baltimore, Maryland, November 13, 2003.

Charitable Lead Trusts, The Sleeping Giants of Gift Planning, American Council on Gift Annuities, 26th Conference on Gift Annuities, Orlando, Florida, May 7, 2004

Making Planned Giving Work for Business Owners, New Hampshire Charitable Foundation, Manchester, New Hampshire, May 20, 2004

Making Planned Giving Work for Business Owners, The Associated: Jewish Community Federation of Baltimore, Planned Giving Round Table, Baltimore, Maryland, September 9, 2004

Moderator, Ethics Panel, 2004 National Conference on Planned Giving, Plenary Luncheon, National Committee on Planned Giving, Dallas, Texas, October 15, 2004

Basic Concepts of Planned Giving, 12th Annual Conference, Maryland Association of Nonprofit Organizations, Baltimore, Maryland, November 30, 2004

Motivating Family Business Owners in Philanthropy, South Carolina Planned Giving Council, Asheville, NC, May 4, 2005

Harnessing the Power of Charitable Lead Trusts, Children’s Hospital Foundation, Advanced Tax-Exempt Planning for Professional Advisors, Seattle, WA, May 13, 2005

Charitable Roundup-2005, MSBA Estate & Gift Tax Study Group, Baltimore, MD, June 22, 2005

Making Planned Giving Work for Business Owners, National Conference on Planned Giving, Kissimmee, FL, September 29, 2005

Making Planned Giving Work for Business Owners, Professional Advisors Seminar, Indianapolis, IN, December 2, 2005

Making Planned Giving Work for Business Owners, National Committee on Planned Giving - Virtual Seminar, January 18, 2006

Making Planned Giving Work for Business Owners, National Capital Gift Planning Council, Washington, DC, March 8, 2006

Making Planned Giving Work for Business Owners, Children's Hospital Foundation, Seattle, Washington, May 5, 2006

Making Planned Giving Work for Business Owners, Colorado Planned Giving Roundtable, Englewood, CO, August 24, 2006

Charitable Planning with Business Interests, The University of Cincinnati Foundation, Cincinnati, OH, September 8, 2006

Concepts of Planned Giving and Making Planned Giving Work for Business Succession Planning, Southern Regional Health System, Atlanta, GA September 27, 2006

Harnessing the Power of Charitable Lead Trusts, National Committee on Planned Giving, Nashville, TN, October 12, 2006

Harnessing the Power of Charitable Lead Trusts, Chesapeake Planned Giving Council, Baltimore, MD, January 24, 2007

Harnessing the Power of Charitable Lead Trusts, Association of Lutheran Development Executives, Baltimore, MD, February 12, 2007

Beyond Fund Raising: Attracting Lasting Investments in Your Land Trust, Maryland Environmental Trust, Stevensville, MD, May 10, 2007

Planned Giving Concepts and Beyond, Children's Hospital Foundation, Seattle, WA, May 17, 2007

Harnessing the Power of Charitable Lead Trusts, Mid-Iowa Planned Giving Council, Des Moines, Iowa, October 31, 2007

Planned Giving: Making it Work for Business Owners, Mid-Iowa Planned Giving Council, Des Moines, Iowa, October 31, 2007

Harnessing the Power of Charitable Lead Trusts, National Capital Gift Planning Council, Washington, DC, December 12, 2007