Wisconsin Forum In-Person Meeting (September 2026) Agenda

Schedule is subject to change.

Friday, September 11, 2026
8:30 AM - 9:00 AM

Welcome
Coffee, Breakfast Snacks, and Collegial greetings

9:00 AM - 9:15 AM

Introductions and Small Groups

Brief introductions from all attendees.

9:15 AM - 11:15 AM

No Gain, No Pain: Trust Strategies for Appreciated Assets
Attorney Peter Harbach
Hooper Law Office

11:15 AM - 11:45 AM

Lunch

Lunch is provided to in-person attendees.

11:45 AM - 12:45 PM

Sharing of Materials

Bring along your materials to share. We will discuss sharing materials while eating lunch.

12:45 PM - 1:00 PM

TACS/BizTACS Updates

Status updates from the various Wisconsin Council drafting groups.

1:00 PM - 2:00 PM

Helping Clients with Strategic Philanthropy
Gunnar M. Cromwell, JD
American Heart Association

2:00 PM - 2:15 PM

Break and Networking

2:15 PM - 2:45 PM

Discussion: Billing Software
This guided discussion will focus on billing software and solutions that members use. Please bring any questions you would like to ask about this topic and be prepared to answer questions from others. 

2:45 PM - 3:30 PM

Open Discussion: The Chuck Williams Hour

Bring any miscellaneous topics or questions you wish to discuss with the large group. Outlandish examples are encouraged!

3:30 PM - 3:35 PM

Adjourn