Presentations

2020

  • March 11; Drucker School Global Family Business Institute, Claremont Graduate School; moderate panel; “What are the Necessary Steps to Prepare for Family Succession”.
  • April 15; Drucker School, Claremont Graduate School; Guest speaker; Family Business Management class; virtual
  • May 20; IVY FON; present FEUSA 2020 Annual Survey Results; virtual
  • June 4; Family Business Centers Directors Alliance; FEUSA 2020 Annual Family Business Survey Results; virtual
  • June 19; Family Business Magazine; The Future of Family Business; moderate panel of family business owners; virtual
  • June 23; Family Business Estate Tax Coalition members; FEUSA 2020 Annual Family Business Survey Results; virtual
  • July 1; Drucker School, Claremont Graduate School; FEUSA 2020 Annual Family Business Survey Results; virtual
  • July 1; S Corporation; Washington DC; FEUSA 2020 Annual Family Business Survey Results; virtual
  • July 8; BNY Mellon; presented FEUSA 2020 Annual Family Business Survey Results; virtual
  • August 6; Bill Black Exit Radio; FEUSA 2020 Survey Results
  • September 15; BNY Mellon & Family Business Survey Webcast
  • October 7; Pepperdine/Lido Family Office Certificate Class: Pepperdine University; virtual “The Family Office and the Business of the Family for Future Generations”
  • October 13; CSUF Center for Family Business; “CA/US Ballot Issues and Candidates” virtual
  • October 27; PRMA 7th Annual Summit; “The New Frontier in Relationship Management with Family Offices”: virtual
  • November 12; Florida Family Office Forum; “Taxes, The Election Effect and Family Business in 2021”; virtual

2019

  • January 16; Huntington Beach; CSUF Family Bus Center; panel member on “Federal Legislative Issues and Concerns for Family Business
  • April 18; Claremont Graduate School; Drucker Global Family Business Institute; panel; “Maintaining the Balance of Family and Business”
  • May 7; Chicago; Family Office Network; “Tax Policy; What Now”
  • May 14; Newport Beach; Ivy FON; “Tax Policy; What Now?”
  • June 27; Claremont Graduate School; Drucker Global Family Business Institute: panel of family businesses; “Transitioning out of the Business”
  • July 15; Claremont Graduate School; Podcast with Dani Novack; “Rising Generation”
  • August 6: Pro Advisors; Woodland Hills; “Voter Issues and Family Business
  • August 14: Claremont Graduate School; Drucker Global Family Business Institute: panel of family businesses; “Passing the Business On”
  • September 17; Ivy FON; Newport Beach; “Voter Attitudes, Tax Policy and Family Business

2018

  • February 13; IPI Winter Forum; Wharton, SF; “The Politics of Tax Policy”
  • February 26; Lido Consulting; Santa Monica; “Family Office Trends”
  • April 3; Private family group; Newport Beach; “The Politics of Tax Policy”
  • April 3; Lincoln Club; Newport Beach: “The Politics of Tax Policy”
  • May 18, 2018; Seattle, WA; Root family; “The Politics of Tax Policy”
  • May 21; Hero City, Draper University; “The Politics of Tax Policy
  • June 15; Ivy FON; Newport Beach, “Trends in the Family Office Industry”
  • June 21; Minneapolis, MN; “The Politics of Tax Policy”
  • September 20; Exit Coach Radio Show; “FEUSA family Business Survey Results”
  • September 24; Lido/Pepperdine at Pepperdine University, Malibu; “Family Governance and Corporate Governance”

2017

  • 1/19; FOX; Phoenix; “The Estate Tax; the Politics of It All”
  • 2/16; Ivy FON; LA Downtown; “The Estate Tax; The Politics of It All”
  • 2/23; FOX Senior Exec Council; Phoenix; “The Estate Tax; The Politics of it All”
  • 3/10; IVY FON; Austin, TX; “The Estate Tax; The Politics of It All”
  • 3/16; FOX Executive Council; Phoenix; “The Estate Tax; the Politics of It All”
  • 3/18; GenSpring; Discussion; Sarasota, FL; “Estate Tax Update”
  • 4/21; Cal State Fullerton; “Women in Leadership”
  • 5/18; Florida Family Office Forum; West Palm Beach; “Estate Tax Update”
  • 9/13; CCC Alliance in Boston; “Estate Tax Update”
  • 9/14; Chicago; Wally Head/FOX; “Estate Tax Update”
  • 9/26; DC; Association of Trusts Organization; “Legislative Changes”
  • 10/5; FORT; Family Office Group in Denver; “Estate Tax Update”
  • 10/12-13; FOX Executive Council; Dallas; “Estate Tax Update”
  • 10/24; Ivy FON SF; “Trends in the Family Office Industry”
  • 11/9-10; FOX Owner Operator Council; Dallas, “Estate Tax Update”
  • 11/14; Ivy FON: LA; “Trends in the Family Office Industry”