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Attend the Evansville Non-Profit Summit learn how the new tax law affects non-profits, faith-based organizations, and donors. This event, hosted by the John L Schutz Team in association with The Institute of Management Accountants, is a FREE opportunity for CPAs and Accountants to earn CPE credits.

  • Where: Crescent Room at Easterseals | 621 Cullen Avenue, Evansville, IN 47715
  • When: Wednesday, October 17, 2018 | 8:00 AM – 5:00 PM (CST) & Thursday, October 18, 2018 | 8:00 AM – 5:00 PM (CST)

    Lunch will be provided by the John. L. Schutz Team on both days.

Wednesday (Oct 17) Morning Session

Wednesday, OCT 17
8:00-9:15am CST
1.5 credits

Gregory J. King, CPA
Vice President, Financial Planner
Hilliard Lyons

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Wednesday, OCT 17
9:15-10:30am CST
1.5 credits

Chris Staples, J.D.
Senior Vice President, Manging Director
Hilliard Lyons Trust Company, LLC

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Wednesday, OCT 17
10:30-11:45am CST
1.5 credits

Larry Bitter | CPA; Brown Smith & Settle

Wilfred C. Bussing ΙΙΙ
|Estate Planning Attorney

Jacqueline K. Russell
|Vice President, Trust Specialist; Hilliard Lyons Trust Company, LLC
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Wednesday (Oct 17) Lunch Session

Wednesday, OCT 17
11:45 - 1:15pm CST
1.5 credits

Mark Nickel
Senior Vice President, Chief Investment Officer at Hilliard Lyons

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Wednesday (Oct 17) Afternoon Session

Wednesday, OCT 17
1:15-2:30pm CST
1.5 credits

Jonathan Raymon, J.D. CTFA
Vice President, Trust Specialist
Hilliard Lyons Trust Company
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Jacqueline Russell, CFP
Vice President, Trust Specialist
Hilliard Lyons Trust Company
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Wednesday, OCT 17
2:30-3:45pm CST
1.5 credits

Dana Nelson
Digital Strategist

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Wednesday, OCT 17
3:45-5pm CST
1.5 credits

Non Profit and Church Panel

Thursday (Oct 18) Morning Session

Thursday, OCT 18
8:00-9:15am CST
1.5 credits

Gregory J. King, CPA
Vice President, Financial Planner
Hilliard Lyons

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Thursday, OCT 18
9:15-10:30am CST
1.5 credits

Chris Staples, J.D.
Senior Vice President, Manging Director
Hilliard Lyons Trust Company, LLC

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Thursday, OCT 18
10:30-11:45am CST
1.5 credits

Michael Vogel, CPA; Harding, Shymanski & Company
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Mark S. Samila, Attorney at Law; Kahn, Dees, Donavan & Kahn, LLP
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Jacqueline K. Russell |Vice President, Trust Specialist; Hilliard Lyons Trust Company, LLC
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Thursday (Oct 18) Lunch Session

Thursday, OCT 18
11:45 - 1:15pm CST
1.5 credits

Mark Nickel
Senior Vice President, Chief Investment Officer at Hilliard Lyons

View Speaker Bio

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Thursday (Oct 18) Afternoon Session

Thursday, OCT 18
1:15-2:30pm CST
1.5 credits

Scott Wylie, Esq
Plan Administrator; Volunteer Lawyer Program of Southwestern Indiana
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Thursday, OCT 18
2:30-3:45pm CST
1.5 credits

Emily Millsap, CFP, CExP
Vice President, Wealth Planner at Hilliard Lyons
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Thursday, OCT 18
3:45-5pm CST
1.5 credits

Nonprofit and Church Panel


About John L Schutz

John Schutz

Senior Vice President, Wealth Advisor

(812) 426-1481

JSchutz@hilliard.com

Occupational Information

  • 1977-1985 USI Co-Op Student at General Electric Finance
  • 1982-1986 Mid-Central Land Services Oil Company (Field Manager)
  • 1986-Present Wealth Advisor/Senior Vice President, Chartered Wealth Advisor at Hilliard Lyons, LLC

Educational Information

  • Chartered Wealth Advisor Michigan State University, 2003
  • Wharton School of Business Securities Industries Institute Graduate, 1999
  • USI Outreach and Engagement Instructor for U.S.I., 1992 - Present
  • University of Southern Indiana B.S. Business Administration, 1982

David Perigo

Vice President, Wealth Advisor

(812) 428-5160

DPerigo@hilliard.com

David is an Evansville native and a Wealth Advisor at Hilliard Lyons. In his role as a Wealth Advisor, David helps clients build, protect, and eventually transfer wealth by providing guidance in areas such as investment management, financial planning, retirement income planning, estate planning, Social Security optimization strategies, and insurance.

He currently holds the Series 7, Series 66, and Series 79 securities licenses and is a Registered Investment Advisor Representative. He also holds Life, Health, Disability, and Long-Term Care Insurance licenses.

Prior to joining Hilliard Lyons, David worked as an Analyst for Bank of America Merrill Lynch's Investment Banking Group in Chicago. He is a graduate of Indiana University's Kelley School of Business with bachelor's degrees in both Finance and Accounting.

David serves on the Board of Directors for SWIRCA & More, Board of Directors for Vanderburgh County Farm Bureau, and supports numerous other charities and organizations via committees and volunteering.

David and his wife, Hannah, reside on the west side of Evansville with their daughter Rosalie. In addition to spending time with his family and friends, David enjoys traveling, playing golf, and reading.