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Bill Grimes, Bill Grimes & Associates
 As president of an award-winning consulting and training firm, Bill’s expertise in assessment, selection, and retention is not abstract or theoretical, but practical and hands-on. Working together with Linda, Bill’s driving passion is to help sales organizations around the world maximize their potential by focusing on two critical areas: 1. assessment / selection; and 2. training and development. Bill knows the financial services industry inside out. A former insurance agent himself, Bill has experienced first-hand the ups and downs of building a successful business. His genuine personal warmth and entrepreneurial experience keep him in demand as a coach, consultant, trainer, convention speaker, and assessment/selection specialist for many Fortune 500 companies, including The Guardian, Prudential, Northwestern Mutual Life, Ohio National, Citigroup, to name only a few.
For more than a decade, Bill and Linda have collaborated with behavioral psychologists, George Dudley & Shannon Goodson, and their pioneering research in the field of Call Reluctance®. In addition to writing the world’s definitive textbook on Call Reluctance® (Earning What You’re Worth? The Psychology of Sales Call Reluctance®) Dudley and Goodson are also the developers of SPQ*GOLD®, the one-of-a-kind, behavior-based assessment of emotional barriers that keep people in contact-dependent careers from reaching their goals. Bill’s vast experience in this field has earned him a world-wide reputation. For thousands of people, in addition to George Dudley and Shannon Goodson, the names associated with Call Reluctance® and SPQ*GOLD® are “Bill and Linda Grimes.”
Scott Farnsworth, JD, CFP, President, SunBridge, Inc.
 Scott Farnsworth is an attorney and a Certified Financial Planner© who teaches financial, legal, and philanthropic professionals how to leverage the power of stories, the power of relationships, and the power of unique processes in their work with clients and donors. He is the president of SunBridge, Inc. and the founder of The Legacy Builder Network.
He is the author of three books: Closing the Gap: A Revolutionary Approach to Client Services; Like a Library Burning: Sharing and Saving a Lifetime of Stories; and Double Your Sales: An Honest and Authentic Approach to Professional Selling.
Scott is a well-known national speaker and has been named an “Innovators of the Year” by Financial Advisor Magazine. He designs and delivers transformative workshops for professionals, including “The Legacy Builder Retreat” and “The Wealth & Wisdom Summit.” He is a certified Time to Think® Facilitator, Coach and Consultant.
Scott is a native of Fruitland, New Mexico. He earned his undergraduate degree magna cum laude in Portuguese and Political Science and his law degree magna cum laude at Brigham Young University. During law school he published two scholarly articles as the Managing Editor of the Law Review, and following graduation, he was appointed Judicial Clerk for the United States Court of Appeals for the Fifth Circuit. In addition to his three decades of professional experience as an estate-planning attorney and financial planner, he was Vice President and Trust Officer at Trustmark National Bank and a professor of business law at the University of Southern Mississippi. He and his wife Marcie live in Harmony, Florida, and they have six children and six grandchildren.
Viken Mikaelian, PlannedGiving.com
 Viken Mikaelian is co-founder of VirtualGiving.Com, the first company that brought planned giving to the Internet. VirtualGiving.Com has helped over 600 non-profits get their planned giving marketing efforts off the ground. Viken is also Founder and CEO of PlannedGiving.Com, an online resource of downloadable planned giving content, and publisher of Planned Giving Tomorrow, a quarterly newsletter for fundraisers at all levels. He is a graduate of the University of Pennsylvania where he studied biology and physics as a pre-med. The world is thankful that he never became a doctor.
Many people make a living by complicating planned giving. Viken makes his living by keeping it simple.
Kevin J. McGrath, Executive Vice President - Sales & Marketing, Renaissance, LLC
 Mr. McGrath joined Renaissance in 1996 as Client Services Manager. Since then, he served as an invaluable resource to Client Services where he managed customer service. He has also held the positions of Director of Training and Senior Consultant. In his role as Executive VP of Sales & Marketing, Mr. McGrath’s responsibilities include; establishing corporate partnerships, strategic relationships and business development. His presentations on complex planned giving techniques have been praised for ease of understanding by attendees in several disciplines. In addition, he has made charitable planning and trust presentations at the National Network of Estate Planning Attorneys, National Association of Independent Financial Advisors and countless broker dealer and planned giving conferences. Mr. McGrath’s responsibilities include the management of Renaissance’s Practice Development Forum, a workshop that exposes financial and planned giving professionals to the opportunities available when they integrate charitable planning concepts into their every day dialogue.
Mr. McGrath has a B.S. in Financial Counseling and Planning from Purdue University and was a John Hancock sales agent prior to joining Renaissance.
Phil Cubeta, CLU, ChFC, MSFS, CAP, The American College
 Phil Cubeta, CLU, ChFC, MSFS, CAP is the Sallie B. and William B. Wallace Chair in Philanthropy at The American College. In that capacity, he trains both advisors and fundraisers in philanthropy for high capacity clients and donors. Phil’s essays on philanthropy have appeared in Tracy Gary’s Inspired Legacies (Wiley and Sons: 2008); H. Peter Karoff, The World We Want: New Dimensions in Philanthropy and Social Change (Altimira Press: 2007); and Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press: 2008). Phil has been quoted, or been the subject of articles, in The New York Times, Lifestyles Magazine, Town and Country, The Journal of Gift Planning, Financial Planning, CFA Magazine, and The Financial Times.
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