Presentations

2019

  • January 16; CSUF Family Bus Center; Panel member on “Federal Legislative Issues and Concerns for Family Bus; at Teacher Created Materials Office in OC.
  • April 18; Claremont Graduate School; Drucker Global Family Business Institute; moderate panel of family businesses; “Maintaining the Balance of Family and Business”
  • May 7; Chicago; Family Office Network; “Tax Policy; What Now”
  • June 27; Claremont Graduate School; Drucker Global Family Business Institute: Moderate a panel of family businesses; “Transitioning out of the Business”
  • August 6: Pro Advisors; Woodland Hills; “Voter Issues and Family Business”
  • August 14: Claremont Graduate School; Drucker Global Family Business Institute: Moderate a panel of family businesses; “Passing the Business On”
  • September 17; Ivy FON; Newport Beach; “Voter Attitudes, Tax Policy and Family Business”.
  • October 1; Rising Generation with Dani Novack on Exit Coach Radio.

2018

2017