Recent talks

  •  “The Riley Case,” Philadelphia Financial Planning Assocation, 6/7/17
  • “Benediction for H. Peter Karoff,” The Philanthropic Initiative, 6/13/17
  • “The Riley Case,” National Association of Estate Planners and Councils, webinar, 7/12/17
  • “The Legacy Spectrum,” CAP designees Omaha, 8/19/17
  • “Inspired Philanthropy Case Studies,” Everence National Conference, Lancaster, PA, 8/21/18
  • “The Riley Case” and “Gift Planning for Highest Capacity Donors,” Des Moines Partnership for Philanthropic Planning, 10/24/18
  • “Impact Investing: Friend of Foe of Fundraisers?,” Philadelphia Partnership for Philanthropic Planning, 10/26/18
  • “Teaming for Success in Three Business Models,” Webinar for National Association of Estate Planners and Councils, 10/31/17
  • “Legacy Planning Reimagined,” National Conference of Estate Planners and Councils, 11/16/17
  • “The Riley Case,” Mid-America Planned Giving Council, 11/24/17
  • “CAP Update,” Omaha CAP Study Group and Alums, 12/6/18
  • “Legacy Planning Reimagined,” a two day workshop for UBS, 2/28-29/18
  • “The Riley Case” and “Legacy Planning for Highest Capacity Donors,” St Louis Partnership for Philanthropic Planning, 5/22/18
  • “Conducting the Conversations of Philanthropy,” Advisors in Philanthropy, 5/30/18
  • “Life, Love and Legacy,” UT Southwestern Medical Center’s Donors and Professional Advisors, 6/12/18