.png?width=300&name=Nov%2025%20NFP%20Event%20(5).png)
GROWTH & GRATITUDE: A NONPROFIT EVENT
SAVE YOUR SEAT
P.S. THIS EVENT IS FREE!
LEARN ABOUT THIS EVENT
SERVING NONPROFITS FOR 75 YEARS
For 75 years, LGT has proudly supported the nonprofit community—and one of our favorite ways to give back is through free, high-impact education tailored to the unique challenges and opportunities nonprofit leaders face in the DFW area. These spring and fall gatherings are designed to spark ideas, share solutions, and build a stronger, more connected nonprofit community.
This fall, we’re taking things to the Dallas Zoo for a truly unforgettable event! Attendees will dive into five thought-provoking sessions tackling the most pressing issues nonprofits are navigating right now—building on timely topics like the funding uncertainty we addressed during our spring event.
We’ll keep you fueled with breakfast and lunch, plus give you plenty of chances to connect with fellow nonprofit leaders who truly understand the day-to-day challenges you face. And once the learning’s done, you’re welcome to stick around and explore the zoo on us—because growth should be inspiring and a little fun.
%20(1).png?width=1950&height=650&name=Email%20Headers%20(8)%20(1).png "Email Headers (8) (1)")
FREQUENTLY ASKED QUESTIONS
Great question! Scroll down to find the entire agenda and lineup of speakers.
This event is open to all nonprofit leaders—no matter the size or scope of your organization. Whether you're leading a large team or running a grassroots effort, you're welcome here.
Want to bring a colleague or board member? Absolutely! Just be sure they register in advance so we can save them a seat and a plate.
Join us for breakfast starting at 7:30 AM in the Flamingo Room, followed by a full morning of engaging educational sessions kicking off at 8:00 AM and wrapping up by 1:30 PM. After that, feel free to stick around and enjoy a complimentary visit to the zoo—because learning and lions? Yes, please.
You'll receive a link to participate in the course evaluation from "LGT Events Team" two business days after the event. You will receive your certificate from LCvista within two weeks after completion of the survey. If you have any questions about your CPE, contact us at askus@lgt-cpa.com.
You will receive 5 CPE hours for attending our event.
We’re kicking things off with a build-your-own breakfast taco bar, complete with fresh fruit, yogurt, breakfast potatoes, and plenty of coffee to get you going.
For lunch, we’re keeping it classic with a picnic-style spread featuring hot dogs, hamburgers, baked beans, and dessert to wrap it all up right.
Got food allergies or dietary needs? Just let us know on the registration form—we’ll do our best to accommodate you!
EVENT BROUGHT TO YOU BY
AGENDA
- November 18, 2025
Presented by Lane Gorman Trubitt
The "One Big Beautiful Bill Act" is shaking up the rules, and nonprofits are right in the middle of the action. In this session, we’ll break down what’s inside the legislation, why it matters to your mission, and the key financial and compliance changes you need to keep on your radar. You’ll leave with clarity, confidence, and a clear game plan for how your organization can adapt in this new landscape.
Presented by Miller Bentley & Josh Orton, CFP®, CEPA®, LGT Financial Advisors
Managing and utilizing complex noncash donations continues to be a challenge, and an opportunity, for nonprofit organizations. With projections showing over $24T will be allocated to the "private alternatives" investment space by 2028, and growing expectations from donors to gift noncash assets to cherished organizations, there is ample opportunity to capture more well-intended charitable funding with appropriate resources and plans of action.
Presented by Jolene Risch, Risch Results
Hiring in the nonprofit world is more than filling a role, it’s about finding people who truly align with your mission and values. In this session, we’ll explore practical strategies for attracting and retaining talent who will drive your organization forward.
Presented by Courtney Nolan, Oscar Davis, David Zacha, & Lauren Quam, Regions Bank
Explore thoughtful, sustainable financing solutions designed to support nonprofit growth and long-term impact. Regions Bank will share insights on various short-term liquidity and long-term capital solutions to strengthen financial stability while advancing your mission. Hear from experienced industry professionals on New Markets Tax Credits, capital campaigns and everything in between in this in-depth discussion designed to provide actionable insights for nonprofit financial leaders.
Presented by Sarah Cotton Nelson, High Flying Strategy
In this interactive session, Sarah will guide you through simple but powerful tools to cut through the noise and focus on what really matters. You’ll explore frameworks like the Circles of Control, Influence, and Care and a practical Venn diagram exercise to uncover your organization’s true “sweet spot.”