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Insider Briefing Events for Professional Advisors

Our Insider Briefings cover the latest giving strategies, current trends in philanthropy and best practices for advising clients on philanthropy. We are pleased to offer continuing education credits (CLE, CFP, CPA) at these free events.

To register for an upcoming event, email our Philanthropic Services team at

To be notified of future events, please join our monthly email list exclusively for professional advisors.

Upcoming Events

Check back for our 2022 event calendar, coming soon.

Past Events

15th Annual Facing Race Awards

The 15th annual Facing Race Awards premiered October 24 on TPT. Stream the award show online.

Facing Race Awards
Valerie Shirley headshot for web

Insider Briefing: Partnering with a Community Foundation

As a trusted advisor, you want to provide the best options to meet your clients' needs - including their charitable giving goals. A community foundation can be a great partner to amplify your clients' giving and help them plan for their futures.

Join us for a webinar discussion as we explore the many benefits of partnering with a community foundation. Our panel of Wells Fargo advisors will share their top tips on what questions to ask your clients to assess their giving goals and priorities, and how foundations can help you create unique, personalized solutions for their needs. You will also learn more about the collaborative process of engaging with a community foundation, orientation and ongoing relationship management.

Insider Briefing: The COVID Pandemic: The Evolving Reality

Speaker: Dr. Michael Osterholm

Join us for the first Insider Briefing of the year, and hear from Dr. Michael Osterholm, director of the Center for Infectious Disease Research and Policy. Dr. Osterholm will describe the epidemiology of COVID-19, what public health strategies can be used to reduce transmission, and how the world will likely look one year from now as a result of the pandemic.

Event Details

1 - 2 p.m., virtual



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