10405 Clayton Rd
Frontenac, MO 63131
Michael Geis, CFRE, FCEP, FAHP
Senior Vice President & Regional Manager
Thompson & Associates
Morning Session: Mining for Gems & Crystallizing Their Worth
Registration & Networking: 9:45 a.m. – 10:00 a.m.
Program: 10:00 a.m. – 11:30 a.m.
Key to making every minute matter in a high stakes chase to close significant gifts in all development shops, is spending time with individuals that present the greatest possibility of doing something significant in the shortest amount of time. Based upon 30 years of prospecting, cultivating and soliciting transformative results for numerous non-profits, Michael Geis will share cumulative learnings which align with his “Further Faster” philosophy and embody his distinct and proven process for maximizing results.
Once you’re with your best prospects, it’s critical that conversations progress in ways that ignite interest and compel them to partner with you in whatever endeavor you’ve presented. This two-part presentation will reveal a time tested process for distilling your “diamonds in the rough” followed by proven cues and strategies customizable for advancing considerations leading to record breaking results.
Lunch Session: Values Based Estate Planning
Registration & Networking: 11:30 a.m. – 11:45 a.m.
Lunch & Program: 11:45 a.m. – 1:30 p.m.
Minimizing messes is one objective for effective estate planning but the process transcends to another level when clients drive the planning process by defining their values and taking ownership of how they want assets distributed. The Thompson process is changing the landscape of gift planning by empowering clients with tools that illustrate what they have to distribute according to their values proposition. Consideration of legacy becomes real when they redirect dollars destined for government instead to charities vital during lifetime.
This presentation will inspire professionals and organizations committed to systematic endowment growth and will present alternative approaches to traditional or transactional estate planning methods.
About Our Speaker
Michael P. Geis joined Thompson & Associates in 2008 after serving as Executive Director of a hospital foundation which was a client of Thompson & Associates. Mike works with non-profit organizations in the Midwest with Doug Olson and is based in Nebraska.
Mr. Geis has devoted his entire professional career to non-profit management and fund development, raising nearly $100 million for various charities. He has fulfilled executive and capacity building responsibilities on a statewide, regional and national level and achieved the distinction of Fellow, a professional certification entrusted to approximately 70 individuals worldwide. His specialty is working with donors to achieve their charitable objectives while working effectively with professional advisors. He has consulted and lectured nationally on various topics related to charitable gift planning, fundraising and non-profit management.
Mike currently serves as Secretary for Goodwill Industries Board of Directors; Advisor for TeamMates Metro-Omaha, Co-Coordinator for EndowNebraska; Board of Directors for Planned Giving Council of Nebraska and Chairman, Fellow Mentoring for Association for Healthcare Philanthropy. Mike is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. He is active in AFP (Association of Fundraising Professionals), Planned Giving Council of Nebraska and Omaha Estate Planning Council.
Mr. Geis has a Bachelor of Arts degree in Education and Masters of Science in Education degree from the University of Nebraska in Kearney. He is a lifetime resident of Nebraska and a native of Beaver Crossing, Nebraska.
Morning Session – $25 Members/$35 Non-Members
Lunch Only – $25 Members/$40 Non-Members
Morning & Lunch – $45 Members/$65 Non-Members