|
Wednesday, January 21, 2026 from 9:30 am - 12:15 pm
Godfrey & Kahn
833 E. Michigan Street
Milwaukee, WI
9:30 Arrival, Check-in and Networking
light breakfast options will be available
10:00 Welcome
Julie Luther - Director of Operations at Mars Family Foundation and CharityEZ
10:10 Legal Updates
Jeffrey Billings - shareholder and chair of Godfrey & Kahn’s Estates & Trusts practice
10:40 How To Get More Than a Free Toaster From Your Bank
Wesley Ricchio - Group Executive Vice President at Wintrust Commercial Bank
11:00 Accounting Updates
Fiona Yu - managing partner and Kim LaPoint - Client Accounting Services - Supervisor - Cascade CPA
11:30 Wealth Management & Philanthropy - the Power of
Partnership
Ellenbecker Investment Group
11:40 Q & A
11:55 CharityEZ - a look at our most recent enhancements
Sean Mars - Founder of Mars Family Foundation and CharityEZ
12:10 Closing
Dennis Axelson - Chairman of the Board - CharityEZ
Attendance is FREE (up to 2 individuals per organization), but advance registration is required. Space is limited to the first 75 registrants. We invite you to reserve your spot TODAY.
Know other nonprofit leaders who could benefit from this gathering? Please pass this invitation along—we’d love to welcome them, too!
| 
