Everyone's talking about Generative AI and the ways in which it can help professionals save time, but how does it really work? What are the benefits of using it, and what are the risks? And how might how a professional uses it affect that professional's reputation?
Speaker: Nancy B. Rapoport is a UNLV Distinguished Professor, the Garman Turner Gordon Professor at the William S. Boyd School of Law, and an Affiliate Professor of Business Law and Ethics at the Lee Business School. She received her B.A., summa cum laude, from Rice University in 1982 and her J.D. from Stanford Law School in 1985. She clerked for the Honorable Joseph T. Sneed III on the United States Court of Appeals for the Ninth Circuit and then practiced law (primarily bankruptcy law) with Morrison & Foerster in San Francisco from 1986-1991. She started her academic career at The Ohio State University College of Law in 1991. She served as Interim Dean of Boyd from 2012-2013, as Senior Advisor to the President of UNLV from 2014-2015 and as Acting Executive Vice President & Provost from 2015-2016. Boyd law students have honored her three times: as “Dean of the Year” in 2013 and as “Faculty Member of the Year” in 2021 and 2024.
Two Education Credits for CLE Ethics (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
This Event is Being Co-Sponsored by
Agenda 4:15 p.m. – 4:45 p.m. Registration 4:45 p.m. – 5:00 p.m. Council Remarks/Annual Meeting/Election 5:00 p.m. – 6:00 p.m. Presentation 6:00 p.m. – 8:00 p.m. Cocktail Reception
PROGRAM OVERVIEW
One word that sums up the last few years would be “unprecedented”. The longest economic recovery on record came to an abrupt close in early 2020 as fear of COVID-19 led to mandated shutdowns that wrought havoc on the U.S. economy. What followed was the steepest, shortest recession in history, leading to extraordinary fiscal and monetary interventions that created an economy on steroids. Are the tides turning? Has the stimulus worn off? Is inflation in the rearview mirror? Strider will help put the current state of affairs in perspective and also show why the next 10 years could be some of the best ever.
Strider Elass is Senior Economist and part of the First Trust Economics Team that Bloomberg has consistently ranked as one of the top forecasters of the U.S. economy over the past decade plus.
At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries, and building content. In 2022, The First Trust Economic Team was rated the Most Accurate Economic Forecasters in the United States by Consensus Economics. The team also won multiple Gold Medals from Financial Advisor IQ in both 2020 and 2021 for Macro Commentary, overall content, and commentary and was also rated 2nd for Thought Leadership by Fuse Research. The First Trust Economics Team has been awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics over multiple years for accurate home price predictions. In 2017, First Trust’s thought leadership material was ranked as number one for most read and most shared by financial professionals with colleagues or clients in the “Top 10 Financial Providers for Thought Leadership Activity.” Strider was instrumental in researching for the book, It’s Not As Bad As You Think, published in 2009 by First Trust’s Chief Economist, Brian Wesbury. Strider’s contribution to the team’s success goes beyond his research responsibilities. He is also a highly sought-after speaker and regularly presents at broker and retail events across the country and abroad, sharing his expertise with a wide audience.
1.0 Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Estate planning professionals in the Greater Philadelphia area are invited to join us for a happy hour for several of the regional estate planning councils in the area:
This is a great opportunity to meet your counterparts from other areas of the region and broaden your network.
The $40 registration fee includes appetizers and networking. Cash bar available for drinks.
Sponsorships are available for $750 per company and include four tickets to the event, plus recognition on signage at the event and on event promotion.
Space is limited for this event, so please be sure to register early!
Join the Philadelphia Estate Planning Council on Monday, July 14th for our 28th Annual Golf, Tennis & Yoga Outing. The outing is one of the council's most popular events and often sells out completely.
This year, the golf, tennis and yoga outings will all take place at the same location - Manufacturer's Golf & Country Club in Fort Washington, PA.
OUTING AGENDAGolf Registration: 10:30 a.m. - 12:00 p.m. Lunch Buffet: 11:15 a.m. - 12:30 p.m. Golf Tee Time: 12:00 p.m. Tennis Round Robin: 1:30 p.m. - 4:00 p.m. Yoga Class: 3:00 p.m. - 4:15 p.m. Cocktail Reception & Dinner Buffet : 5:00 p.m. - 7:30 p.m.
GOLF INFORMATION: Single Registrations for golf are welcome! Foursomes will be created. For foursomes, at least one golfer must be a PEPC Member. The outing will be a shamble format.
Single Golfer: $325 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet Foursome: $1,300 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet Hole Sponsor with Corporate Foursome: $1,600One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
Single Golfer: $325 Includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Foursome: $1,300 One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet
Hole Sponsor with Corporate Foursome: $1,600One player must be PEPC member - includes golf, gift, lunch buffet, cocktail reception and dinner buffet.
TENNIS INFORMATION: This year's outing will be held at Manufacturers' Golf & Country Club Registration includes a tennis clinic and round robin tournament. Lunch is not included in the tennis registration fee. Appropriate racquets apparel and footwear are acceptable in the racquets area and facilities.
Tennis Registration Fee: $100 Includes tennis, snacks and drinks on courts, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club. Does not include lunch.
YOGA INFORMATION: Join us for a 75 minute outdoor yoga class. This class is designed to accommodate all levels and abilities. You will experience a variety of postures, expand on alignment principles and learn modifications as needed, no experience with yoga necessary. Please bring your own yoga mat. Following the class, participants will have time to use the locker rooms at the golf club prior to the cocktail reception.
Yoga Registration Fee: $75 Includes yoga, gift plus cocktail reception and dinner buffet at Manufacturers' Golf & Country Club. Does not include lunch.
DINNER ONLY INFORMATION: The dinner only registration includes the cocktail reception and dinner buffet at Manufacturers' Golf & Country Club. Participants can expect to enjoy ample food and an open bar!
Reception Only Fee: $75 Includes cocktail reception and dinner buffet.
The Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. PEPC annual golf, tennis and yoga outing attracts over 120 estate planning professionals in the Philadelphia region.
Available Sponsorships & Benefits
Event Sponsor (limited to 4) - $1,000
Hole Sponsor with Foursome - $1,600
Hole Sponsor - $350
Drink Station Sponsor - $350
Tennis Sponsor - $350
Yoga Sponsor - $350
Outing Agenda
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
