Tuesday, July 18th – Wednesday, July 19th, 2017

2017 Fusion Collaboration

Omni Interlocken Hotel & Resort Broomfield, Colorado 

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WHAT IS FUSION COLLABORATION?

PPI invites you to the Fusion Collaboration, a symposium for professional advisors and consultants who want to maintain a leading edge in technical topics and gain awareness of best practices for individual and family flourishing. 

Fusion Collaboration will showcase the benefits of integrating the best of legacy, relational, and philanthropic practices into technical planning.


PLENARY SESSIONS…

Timothy J. Belber, JD, AEP

PPI Dean of Fusion

L. Paul Hood, Jr.

Director of Planned Giving, The University of Toledo Foundation, PPI Dean of the Cutting Edge

Ian McDermott

PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)

C. Jean Stewart

Retired Judge, Denver Probate Court

John “John A” Warnick, Esq.

Founder of the Purposeful Planning Institute and Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Gift Handbook

David R. York, Esq.

Fellow of the American College of Trust & Estate Counsel and Author of Entrusted

BREAKOUT SESSION PRESENTERS…

Susan Bradley

Founder, Sudden Money Institute

Barbara Culver

Owner and President at Resonate, Inc.

Judi Cunningham

Visiting Scholar, Cox Family Enterprise Center, Founder, Institute of Family Enterprise Advisors

Charlie Douglas

Partner, Director of Wealth Planning at Cedar Rowe Partners

Randy A. Fox

Founder, EzCharitable, LLC "The Generosity Company", Editor in Chief, Planned Giving Design Center

Debbie Huttner

Impact Specialist / Financial Advisor at Colorado Capital Management

Larry C. Johnson

Founder, The Eight Principles™

Hugh Massie

CEO, DNA Behavior International

Steven Meyers

CEO, Personalized Philanthropy

Josh Patrick

Founding Principal, Stage 2 Planning Partners, PPI Dean of Sustainable Business Enterprises

Chris Venn

The Legacy Companies

Rod Zeeb

Heritage Design Professional™ at The Heritage Institute

WHO SHOULD ATTEND

Attorneys, CFPs, CLUs, CPAs, family business and legacy consultants, philanthropic professionals, trustees, wealth advisors and consultants who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing.

WHY ATTEND?

  • You will encounter new concepts, tools and strategies which you’ll be able to monetize and implement immediately. 
  • Explore cutting edge technical topics in sessions taught by prominent, nationally recognized faculty. 
  • Gain awareness of the “hidden” influences which too often undermine the best technical planning as well as the keys to enhancing the effectiveness of technique and structure through the best practices of Purposeful Planning.
  • Discover the power of fusing technical and purposeful planning as well as proven strategies for creating positive and sustainable legacies.
  • Enjoy a unique conference experience in which we showcase professional collaboration in action, teach the whys and hows of effective collaboration and create opportunities for networking and practice development. 
  • Almost all sessions will qualify for continuing professional education for attorneys, CFPs and other professionals.

Program Highlights

Tuesday, July 18th - Fusion Day

Tuesday will feature four plenary sessions and six breakout sessions on topics such as...

  • Estate Planning in a New Era: Adapt, Change or Disappear
  • Designing, Implementing & Sustaining a Purposeful Life Insurance Portfolio: Six Concepts to Make the Client Experience More Meaningful
  • How to Keep a Client for Longer than Life
  • Help, My Business Isn’t Letting Me Retire
  • How to Create a Values Aligned Investment Portfolio
  • The PIF v CRT: The Ultimate Throwdown
  • Creating Alignment & Expectations: Good for Business, Building Relationships & Fulfilling Fiduciary Duty  

...and more!

Wednesday, July 19th - Collaboration Day

Wednesday's program includes two plenary sessions and four breakout sessions on topics including... 

  • Discovering The Power of Collaboration - Practical Insights on the Whys and Hows of Multi-Disciplinary Collaboration
  • Fostering Collaborative Leadership 
  • Adaptive Change Management Applied to Guiding Clients Through Uncertainty and Disruption 
  • Relationship Intelligence and Effective Collaboration
  • Managing Conflict & Confidentiality in a Collaborative Environment 
  • Behaviorally SMART Wealth Mentoring - Behavioralizing Financial Planning  

..and more! 

Shaking the Tree Case Study & Collaborative Learning Experience The Capstone of Fusion Collaboration and a Dynamic Bridge to Rendezvous  

On Wednesday, July 19th we will present a case study learning experience through a short video presentation which features professional actors portraying a family meeting making key decisions about the future of the family enterprise and its philanthropic foundation. The Outsider brings to life many of the seminal ideas of PPI Laureate James E. (Jay) Hughes. The story raises issues about family governance, adaption and resilience, individual vs. family purpose, and strategic business planning as three generations each reach turning points in the evolution of the family business, of the family foundation, and of the family itself.  

After watching Outsider, we will hear from a panel of three experts: one attorney, one philanthropic consultant, and a wealth management strategist. We’ll then sit down in multi-disciplinary tables of eight and spend 90 minutes discussing questions which have been designed to amplify the collaborative learning experience. These questions will focus on the theme of collaboration and the intersection between the family dynamics and the structure of the business succession plan/estate plan and the family foundation. This is a unique and powerful learning experience you will not want to miss! 

VENUE

Omni Interlocken Hotel & Resort Broomfield, Colorado

500 Interlocken Blvd, Broomfield, 

CO 80021, USA

Phone: +1 303-438-6600

This upscale, mountain-view spa and golf resort hotel is nestled against the backdrop of the Rocky Mountains and is conveniently located between Denver and Boulder. 

More about the venue

The Power of Purposeful Planning

 “As a Legacy Estate Planning Attorney, I felt the Fusion Collaboration was an excellent foray into combining the technical tax updates with the social and emotional intelligence we all use to counsel clients in the emotional issues we face every day. Fusion presented a unique way of marrying the two disciplines in a way that gives me more tools to help clients and be a true counsellor. I would recommend this program to anyone in this field.” 

— Michael G. Stuart, Member/Manager & Founder at The Stuart Legacy Alliance, LLC

“A unique gathering. Bringing together people and topics from different disciplines is only the first step. This conference takes on the ambitious goal of joining their perspectives to create a combined experience. It works.” 

– Don Kozusko, Kozusko Harris Duncan

“The best way to serve my family business clients is in collaboration with experts in a variety of disciplines including law, accounting, financial advisory, insurance, banking, and of course, someone who can help the family address the emotional side of these topics. That’s why I’m excited to participate in the Fusion Collaboration.” 

— Cathy Carroll, MBA, ACC, Legacy Onward

“Let Fusion Collaboration show you how to connect the technical aspects for planning with the heart of families we serve in order to have a client for life.” 

— Michael Palumbos, ChFC, Family Wealth Advisor

REGISTRATION

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Thank You 2017 Event Sponsors