June 24 & 25, 2021
YPO – Young Presidents’ Organization
Southern Seven Chapter Family Event
Orlando, FL
June 29, 2021 – 12pm-1pm PT
Los Angeles Middle Market Advisory Council (virtual)
July 12, 2021 – 10am-11:30am PT
Development Division at University of San Francisco (virtual)
September 22, 2021 – 4pm PT
Placer Community Foundation (virtual)
October 7, 2021 – 7:30am-8:30am PT
Riverside Estate Planning Study Group (virtual)
October 8, 2021 – 12:30 ET (9:30am PT)
CAPTRUST Lift Up Book Club (virtual)
October 13, 2021 – 10am AEST (October 12th at 6pm PT)
Private Wealth Network (virtual)
October 25 & 26, 2021
Family Office Exchange Forum
Chicago, IL
November 2, 2021 – 9am PT/12pm ET
Purposeful Planning Institute (virtual)
PAST EVENTS
June 17, 2021 – 2pm-3pm ET
Columbia University Author Series
June 10, 2021 – 1:30pm-2:30pm PT
Morgan Stanley
June 9, 2021 – 10am-11am PT
Philanthropy Northwest
June 7, 2021 – 7pm PT
Private Book Club
June 5, 2021 – 12pm-4pm PT
Martin Design, St. Helena, CA
April 15, 2021 – 10-11:30am PT / 12-1:30pm CT
A Conversation About Wealth & Philanthropy
Panel discussion hosted by Leadership Story Lab
April 14, 2021 – 12:30pm PT / 3:30pm ET
“Talking About Money” Training
21/64 Next Gen Philanthropy
April 13, 2021 – 6pm-7pm PT
Book Passage, Corte Madera
March 31, 2021 – 5:30-6:30pm PT
CPS Lectures
March 24, 2021 – 12pm-1pm PT
UBS Client Event
March 16, 2021 – 4pm-5pm PST
Social Venture Parters, Seattle
March 10, 2021 – 3pm PT/6pm ET
Pequot Library, Southport, CT
March 10, 2021 – 9am PT/12pm ET
Breadwinning Women at Google
February 18, 2021 – 5pm-6pm PT
Parley House
February 11, 2021 – 12pm-1pm PT
UBS, All Bar None Women’s Group
February 9, 2021 – 10am PT
First Republic, Women with Wealth Group
January 28, 2021 – 4pm-5pm PT
Capital Group, Women’s Advisor Group
January 28, 2021 – 10am PT/1pm ET/6pm GMT
London Library
January 27, 2021 – 4pm PT
NextGen Nexus
January 21, 2021 – 5pm PT/8pm ET
Kore Ventures Roundtable
November 30, 2020 – 12pm PT
League of California Community Foundations
November 12, 2020 – 12:30pm-1pm PT
Wells Fargo Wealth Management
San Francisco, CA
November 11, 2020 – 11:30am-1pm PT
Women with Capital
San Francisco, CA
November 5, 2020 – 1pm PT
First Republic Speaker Series
Bellevue, WA
October 29, 2020
Amazon Headquarters
Seattle, WA
October 14, 2020 – 7pm-8pm PT
Napa Bookmine
Napa, CA
October 7, 2020 – 4pm PT
Brighton Jones Wealth Management
“Women Leading Richer Lives”
Seattle, WA
October 5, 2020 – 7pm-8pm PT
Island Books
Mercer Island, WA
September 29, 2020 – 5pm-6pm PT
Red Hen Press
Pasadena, CA
September 24, 2020 – 5pm-6pm PT
Sausalito Books by the Bay
Sausalito, CA
September 22, 2020 – 6pm-7pm PT
The Battery
San Francisco, CA
September 15, 2020 – 5:30pm-6:30pm PT
California Tennis Club
San Francisco, CA