November 2026 Quarterly Meeting

FPA Members: Free / Guests: $65

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TOPIC #1: Beyond the Tax Deduction: Why DAFs Remain a Go-To Giving Vehicle and How to Start the Conversation with Your Clients
SPEAKERS: Katie Collin and Gina Gurganus

About the presentation: Donor-advised funds held more than $326 billion in charitable assets at the end of 2024 and they continue to grow at a rapid pace. Changes to the charitable deduction that took effect in 2026 have made timing and strategy more important than ever for your clients’ giving. In this practical session, charitable gift planning attorney Katie Collin of the Cleveland Foundation, and Managing Director Gina Gurganus of Clearstead, will discuss why clients who open a DAF for the tax benefits so often keep it for other reasons: simplicity, flexibility with complex assets, family engagement and a lasting legacy. You’ll leave with the life events that signal a client is ready to talk about giving, values-based questions to open the conversation, responses to common objections, and real-world case studies showing how attorneys, wealth managers and other professional advisors can plan together to achive their clients’ philanthropic goals.

About the speakers:
Gina Gurganus is a Managing Director in the Private Client Group at Clearstead, where she supports several family and individual private client relationships, leveraging her technical expertise to integrate financial and estate planning, tax planning, and family education with investments for her clients.  She has been working in the asset management and client service industry since 2017, joined Clearstead in 2022, and is a Clearstead shareholder.  Gina brings expertise in financial planning, estate strategy, tax coordination, and client education. Before joining Clearstead, she worked as an Assistant Vice President, Business Development Officer at PNC Institutional Asset Management in Philadelphia. Throughout Gina’s career, she has led integrated planning efforts for high-net-worth families, individuals, and institutions.  Gina obtained her B.S. in Finance from Duquesne University and holds the Certified Financial Planner (CFP®) designation since 2021. Gina currently serves on the board of directors for Healthy Lakewood Foundation and enjoys volunteering at her local animal shelter.

Katie Collin is Director, Philanthropic Strategy at the Cleveland Foundation. She returned to the Foundation in July 2024 after first serving there as a Gift Planning Advisor from 2016 to 2019. She helps donors, families and organizations use the Foundation’s philanthropic tools to reach their charitable goals. An attorney by training, she has worked across the legal, financial and charitable sectors in gift planning, non-cash assets, alternative investments and estate planning at Ren, American Endowment Foundation, Schneider Bell, LLP, and The Cleveland Clinic Foundation. She is a sought-after speaker and a recurring guest on Season 2 of Ren’s Philanthropic Insights podcast. Katie serves on the boards of the Northern Ohio Charitable Gift Planners and the Estate Planning Council of Cleveland, where she also chairs the membership committee. She is finishing her second term on the Cleveland Public Library Foundation board and serves on LakewoodAlive’s development committee. She holds a B.A. from Smith College and a J.D. from the University of Akron School of Law. She has also trained with the 21/64 Program in multigenerational advising, earned the CAIA Fundamentals of Alternative Investments certificate (2023), and holds the Accredited Estate Planner® designation (2025).

TOPIC #2: Post Election – Washington Update
SPEAKER:  Matthew F. Kadish

About the presentation: Based on the results of the mid-term elections, the session will examine what to expect from Washington (legislation, IRS, courts, etc.) that could impact taxpayers, practitioners, and businesses.

About the speaker: Matt’s practice covers a wide range of tax-related areas, including estate planning and business succession, foreign bank account reporting (FBAR) and offshore voluntary disclosures, entity taxation, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. Matt has spoken nationally on various tax and estate planning related topics. He is a Fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC). Chambers is rated Matt in “Band 1” for High Net Worth, Private Wealth (2019-date). Best Lawyers in America named him Cleveland Tax Law “Lawyer of the Year” for Tax Law (2013), Tax Litigation and Controversy (2014-2015, 2017, and 2022-2024), and Trusts and Estates (2018 and 2026). Ohio Super Lawyers consistently ranks Matt in the Top 100 Lawyers in Ohio and Top 50 Lawyers in Cleveland. More on point for this presentation, Matt serves as President of the Small Business Council of America (SBCA), the voice of privately-owned business in Washington, D.C. on income and estate tax, benefits and health care matters.

TOPIC #3: The BULL Market in Diversification… Has Started!
SPEAKER: Meb Faber

About the session: For over a decade, US large-cap stocks have dominated nearly every other asset class, but history shows this pattern doesn’t last forever. In this session, Meb Faber (Co-Founder & CIO, Cambria Investment Management) examines the data behind today’s record market concentration, where the “Magnificent Seven” now carry more weight in global indices than entire countries like Japan, the UK, Canada, and China combined, and US household equity allocations sit near all-time highs. Drawing on over a century of market history, Meb explores why elevated valuations and concentrated positioning have historically preceded shifts toward diversification, and what that could mean for portfolios going forward. He’ll also discuss practical, tax-aware strategies for investors holding concentrated stock positions, including Cambria’s 351 ETF Exchange program.

About the speaker: Mr. Faber is the founder and CEO of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber hosts The Meb Faber Show podcast and has authored numerous leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

Continuing Education: FPA NEO will request credit for these programs, which will total three hours of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.

Reservation Policy: All attendees are encouraged to register in advance before noon 11/13/26 and walk-in reservations will be accepted on a space-available basis only. Meeting cost is free for FPA members and $65 for non-members. If you reserve and are unable to attend, please call the office or email admin@fpa-neo.org to cancel by noon 11/13/26 to avoid a no-show reservation billing of $10.00.