TITLE |
AUDIENCE |
DATE |
| Defining your Personal Values |
Annual Family Forum, San Diego State Univ. |
02/27/09 |
| Selling the Family Business |
Association for Corporate Growth, San Francisco |
04/16/09 |
| Sibling Rivalry: Helping Families Resolve Conflict |
Institute for Personal Investors, San Francisco |
03/09/09 |
| Conflict in Family Business |
Cal State Fullerton Family Business Forum |
12/12/07 |
| Women and Wealth |
Family Firm Institute, Miami |
10/18/07 |
| Family Wealth: Acquirers and Inheritors, Institutional Investor |
New York |
09/11/07 |
| Generations of success-best practices for family business |
Family Business Australia Conference Keynote |
08/25/07 |
| Developing a Next Generation of Family Business in S. Australia |
Public Lecture, City Hall, Adelaide |
08/20/07 |
| Creating a Next Generation in Your Family Business |
Monterey, Mexico
NY Life, Dallas |
09/19/06
9/22/06 |
| The Fault Lines in Family Systems |
Family Firm Institute, San Francisco |
10/27/06 |
| Managing Family Wealth Over Generations |
Camden Family Office Conference, Geneva |
02/02/06 |
| Family Succession |
Ateneo University, Manila |
02/20/06 |
| The Heart of Effective Consultation |
Family Firm Institute, Chicago |
10/21/05 |
| Launching Pad: Core Knowledge for New Family Business Advisors |
Family Firm Institute, Chicago |
10/19/05 |
| Strategic Planning for Family Business |
Financial Planning Association, San Diego |
09/15/05 |
| Succession in the Family Business |
Young Presidents' Organization, San Francisco |
05/24/05 |
| Passing Wealth to the Next Generation |
Association for Corporate Growth, San Francisco |
06/06/05 |
| Family Wealth Advising Workshop |
Family Firm Institute, Chicago |
04/28/05-4/29/05 |
| Family
Council Workshop |
Vancouver,
B.C. |
2/05 |
| Revolutionary
Ideas |
FFI
Annual Meeting,
Boston |
9/04 |
| A
Global Survey of 8 Proactive Practices of Successful
Families |
Family
Business Network,
Copenhagen |
9/04 |
| Working
With the Ones You Love |
Quality
Service
Contractors Assn., SF |
7/04 |
| Developing
The Next Generation of Leaders |
IIR
Tenth Annual Family Office
Conference, Chicago |
5/04 |
| One
Family’s Experience of Family Meetings |
Institute
of Private Investors, San Francisco |
3/04 |
| Strategic
Planning for Family Business |
South
Carolina Family Forum, Columbia, SC |
3/04 |
| Inside
the Board Room: Governance in Turbulent Times |
Global
MindChange Conference, Santa Barbara, CA |
3/04 |
| Governance
in Private Ventures—Start-ups, Family
Businesses and Non-Profits |
Society
for Psychologists in Management, San Francisco,
CA |
3/04 |
| Working
with Wealthy Families |
"Lighthouse"
Planned Giving Group, NY |
1/04 |
| Psychology
of Money, Wealth and Family |
Continuing
Prof. Educ. Workshop, Saybrook Graduate School,
San Francisco & Los Angeles |
12/03 |
| Six
Dimensions of Family Wealth |
Credit
Suisse First Boston, San Francisco |
11/03 |
| The
Non-Family Executive in a Family Business |
Marquette
University,Milwaukee, WI |
11/03 |
| Using
Strategic Planning to Separate Family From Business |
Financial
Planning Assn, Success Forum, Philadelphia,
PA |
11/03 |
| Governing
Family Dynasties |
Family
Firm Institute,Toronto, Ontario |
10/03 |
| Succession
& Governance in Family Business |
The
Next Big Thing,Capital Trust, Scottsdale, AZ |
9/03 |
| Governing
Family Wealth |
McLain
and Partners, Calgary, Alberta |
9/03 |
| Family
as Employees; Employees as Family |
Wake
Forest Family Business Forum |
2/03 |
| Beyond
Financial Capital: Developing Your Family’s
Capability to Sustain Wealth Through Generations |
DLJ
Intergenerational Wealth Conference, San Francisco |
10/00 |
Services
