Join Us

Enrich your council by attending the Council Leadership Summit virtually for a day and a half of engaging, learning and networking. Council leaders will participate in sessions and discussions around council diversity, membership growth and council administration. This is your opportunity to gather the tools and resources that will help you lead your council to success while collaborating with others doing similar work around the country. 


The Council Leadership Summit will take place virtually, June 14-16, 2021, in the Eastern time zone. 

Who Should Attend

CGP encourages council presidents and incoming presidents to attend the Council Leadership Summit. Councils of all sizes and structures should take advantage of this learning opportunity.  Council administrators and other board members would also benefit from attending. 

 Register Now

2021 Schedule 

Day 1

6 - 7 p.m. local time (except Hawaii)

Welcome Social Hour
There will be 4 Welcome Social Hours to choose from, one each in the Eastern, Central, Mountain, and Pacific time zones at 6 p.m. Connect in smaller groups with council leaders close to your geographic area.


Times listed for Days 2 and 3 are in Eastern Time.

Day 2

10:30 10:45 a.m.

Welcome & Introductions

10:45 11:45 a.m. 

Council Best Practices Small Groups
Share your council successes and priorities as you meet other council leaders and learn from their successes in small groups.

11:45 a.m. 1 p.m.

CGP Business Meeting & Board Slate Vote
CGP Board of Directors

1 – 2 p.m.

Lunch Break

2 – 2:45pm

The National Standards for Gift Planning Success
NSGPS Task Force 

3 – 4 p.m.

Choice of two breakout sessions: 

Council Finances & Sponsorships
Inez Bergquist, Minnesota Gift Planning Association
Aquanetta Betts, Chesapeake Planned Giving Council

Membership Recruitment & Retention
Kristi Bates, Hawaii Gift Planning Council
Patience Boudreaux, Los Angeles Council of Charitable Gift Planners

4 – 4:45 p.m.

Council Leader Orientation

5 – 6 p.m.

Choice of two breakout sessions: 

Council Diversity, Equity, & Inclusion Examples
Raynal Moore, Greater Cincinnati Planned Giving Council
Mike Pohlmann, Philanthropic Planning Group of Greater New York
Ramona Ramadar, Philanthropic Planning Group of Greater New York
Kelly Purdy, Colorado Planned Giving Roundtable

Council Meeting & Event Planning
Nikki Peters, National Capital Gift Planning Council 
Judi Smith, Planned Giving Round Table of Arizona
Lindsey Tessin, Planned Giving Council of Middle Tennessee


Day 3

10:30 – 11 a.m.

Council Size Networking Groups
Connect with council leaders from councils similar in size to your council for networking.

11 a.m. – 11:50 a.m.

CGP’s Diversity, Equity, and Inclusion Committee
DEI Committee 

Noon - 1 p.m. 

Using NSGPS with your Council Members
Join a facilitated discussion on how to use the National Standards for Gift Planning Success with your council members interested in implementing these best practices. 

1 - 2 p.m. 

Structured Networking
Meet in small groups on topics of your choice. The 10 available topics will be selected by attendees before the Summit.

2 p.m.


CGP has supported my council by introducing us to an invaluable network of council leadership peers who readily shared ideas for success stories and suggestions for best practices. I left the 2016 Council Summit with so many ideas for adding value to our membership.