Mid-America Planned Giving Council

Helping You Make a Difference

MAPGC

Economic Conditions and Outlook for the U.S. and Greater Kansas City Area

Kelly-Edmiston-JanuarySpeaker: Kelly Edmiston, Senior Economist, Federal Reserve Bank of Kansas City

This presentation will provide a brief and broad overview of U.S. economic conditions and a 3-year FOMC (Federal Open Market Committee) forecast for GDP.  Growth in the contributions to GDP, such as consumption and new housing construction, also will be discussed.  The discussion will then turn to labor market conditions and issues in the U.S. and the Kansas City region; residential real estate markets; consumer finance issues; inflation; and emerging issues.  Throughout the presentation, data and analysis will be provided on economic and financial conditions in low- and moderate-income communities.

Eventbrite - Economic Update

Please note location: Country Club Bank, 1 Ward Parkway, KCMO 64112 (see parking instructions below)

PPP Tracks:
– Charitable Estate Planning
– Approaches to gifts integrating current or deferred components
– Core Competencies – Essential knowledge or skills from disciplines related to the field of PP.

Schedule:
7:30 am – Registration, continental breakfast, networking
8:00 am – Kelly’s presentation, including Q&A

About Kelly: Kelly D. Edmiston conducts research on issues involving regional economic growth, economic development, community development, consumer finance and public finance. He provides expert commentary to the community, policymakers, and the media on local and regional economic matters; advises the Bank President and other senior Bank officials; and provides written commentary for Bank publications. His research has been published in several leading economics and policy journals, and he has presented his research findings at numerous national conferences and professional meetings.

Prior to joining the Federal Reserve Bank of Kansas City, Kelly was Assistant Professor of Economics and Senior Associate at the Fiscal Research and International Studies Centers at the Andrew Young School of Policy Studies at Georgia State University and served as a consultant for the World Bank. He holds BA and PhD degrees from the University of Tennessee.

Parking at Country Club Bank:
There are two auto entrances to the Country Club Bank parking garage. One is located on the east side of the building (Main St.) and the other is located on the west side of the building (Baltimore Ave.). For this program, parking is available on garage levels B, C, and D (past the arm, which will be up). There are elevators on each level of the parking garage, which you can take to the first floor of the building where the program is being held. Please note all parking on level A (street level) is reserved for customers and clients visiting the bank.

Weather note: If Kansas City Missouri Schools are closed, we will reschedule our presentation.


Member Quotes

Friday, February 14, 7:30 – 9:00 a.m.

 Evie Curtis, Senior Vice President, Country Club Trust Company

Samantha Shepherd, Founding Attorney, Shepherd Elder Law Group, LLC

 

NOT JUST SWEET TALK: COMMUNICATING EFFECTIVELY WITH OLDER ADULTS & THOSE WITH SPECIAL NEEDS

 PPP Tracks:  Marketing – Tools/techniques for identifying donors and inspiring them to make charitable gifts; Core CompetenciesEssential knowledge or skills from disciplines related to the field of philanthropic planning.

Evie Curtis’ responsibilities include sales and business development for Country Club Trust Company.  Evie has over 30 years of banking and trust experience beginning her trust career in Atlanta, Georgia.  She is an accomplished speaker and has spoken to many groups on various estate and trust planning issues.  Her broad background includes working with clients with both retail banking and commercial banking needs.   Evie received her Bachelor of Arts degree from Georgia State University and holds an M.B.A. degree from Baker University.  She is extremely active in the community serving as Board Treasurer of the Statewide Independent Living Council and Kingswood Foundation.  In addition, Evie is a Board member of Kansas Advocates for Better Care and the Kansas City Partnership for Caregivers.  Other positions include Toastmasters International District 22 Audit Chair, Kansas City Hospice Planned Giving Advisory Council, and Children’s Mercy Planned Giving Council.

Samantha Shepherd is the founding attorney of the Shepherd Elder Law Group.  Her practice areas encompass elder law, estate planning, long term care planning and asset protection, Medicaid planning, Missouri Medicaid applications (MOHealthnet) and appeals, probate and trust administration, guardianships and Special Needs Trusts.  Samantha has a strong calling to assist the elderly and individuals with special needs. Initially a corporate lawyer by training, she found her desire to serve and to give back to the community drew her to the Elder Law profession. Under the tutelage of Attorney Craig Reaves, the former President of the Missouri Chapter of Elder Law Attorneys and the the National Academy of Elder Law Attorneys, Samantha embarked on a rewarding career helping the elderly, those with disabilities and their families.

Samantha is a 1994 graduate of Boston College Law School, where she received her juris doctorate.  She received her LLM in Estate Planning from the University of Missouri in Kansas City.  She is licensed to practice in Kansas, Missouri, Massachusetts, and Maine.  She is a member of the National Academy of Elder Law Attorneys (NAELA) and the Missouri Chapter of NAELA.   Samantha has been appointed as a Vice-Chair of the Elder Law Committee for the Missouri Bar and is also a member of the Missouri Bar’s Legislative Review Subcommittee for Elder Law. She is an officer on the Board of the Missouri Chapter of NAELA and the 2012 Co-chair of the National Meeting for NAELA. Samantha currently serves as a Director on the Board of Directors for Missouri NAELA and is the Chair of the Membership Committee. She is also on the committee for the Missouri Seniors’ Legal Helpline and a member of the Special Needs Section of NAELA. Samantha is also a member of the Kansas Bar.


JT Cattle Director of Development, Avila University