April 16, 2025
Portfolia Annual Meeting
Salesforce Tower, San Francisco
PAST EVENTS
March 27, 2025
Women & Wealth Catalyst Summit
Golden Gate Club, San Francisco
February 25, 2025
Founder’s Pledge Dinner
San Francisco, CA
January 28, 2025
Women Moving Millions Book Club
October 29, 2024
Northern Trust, Private Event for Women
Denver, CO
October 15 & 16, 2024
Northern Trust, “Secrets of Enterprising Families”
Austin & Houston, TX
October 10, 2024
Northern Trust, “Secrets of Enterprising Families”
Chicago, IL
October 4, 2024
Brighton Jones, “Women Leading a Richer Life”
San Francisco, CA
September 24, 2024
TIGER 21
New York, NY
September 22, 2024
Panorama Global Leadership Forum
New York, NY
April 25 & 26, 2024
The Giving List Women
Montecito, CA
April 18, 2024
Washington Women’s Foundation
Money Stories & Our Philanthropic Journey (Zoom)
April 2 & 4, 2024
#HalfMyDAF & Amalgamated Foundation
Nonprofit & Donor Webinars (Zoom)
March 19, 20, 21, 2024
Northern Trust, “Secrets of Enterprising Families”
Palm Beach, Miami, Naples, FL
February 29-March 3, 2024
Alliance Bernstein Summit for UHNW Clients
Montage Deer Valley, Park City, UT
February 7-9, 2024
Northern Trust, Elevating Women: “The Coterie”
Palm Beach, FL
October 28, 2023
Solidaire Retreat – Innovations Workshop
Tamaya Resort, Santa Fe, NM
October 25-26, 2023
Northern Trust, Elevating Women: “The Coterie”
Lake Austin Resort, Austin, TX
October 11, 2023
Women Moving Millions
“Putting Donor Advised Funds to Work”
October 2-4, 2023
Northern Trust, Elevating Women: “The Coterie”
Miraval Resort, Tucson AZ
June 29, 2023
WA Women’s Foundation
“A Critical Lens on Donor Advised Funds”
May 11 & 12, 2023
Women Moving Millions Summit
Half Moon Bay, California
April 27th, 2023
Northern Trust Institute 2023 Wealth Planning Symposium
Chicago, Illinois
April 2nd, 2023
Truist Wealth GenSpring Women’s Retreat
Austin, Texas
January 31st, February 1st & 2nd, 2023
Private Wealth Network
Melbourne, Brisbane, & Sydney, Australia
November 1st & 2nd, 2022
Global Philanthropy Forum
San Francisco, CA
October 27th & 28th, 2022
Smith Family Business Initiative
Cornell University
October 4th, 2022 – 12pm PT
The DAF as a Social & Climate Justice Tool
Brighton Jones & Possibility Labs (virtual)
September 28th & October 5th, 2022 – 12pm ET
Williams College – The W Bookclub (virtual)
July 22, 2022 – 9am PT/12pm ET
Chief Development Officer’s Council (virtual)
April 25, 2022
Gleneagles Group “The 50” Convention for Family Office Delegates
Atlanta, GA
April 20-21, 2022
Our Money, Ourselves
Just Economy Institute (virtual)
March 23, 2022 – 9am PT/12pm ET
Northwest Mutual Women’s Summit
March 15, 2022 – 11am – 12:30pm PT
Occidental College – Women in Philanthropy
February 9, 2022 – 1pm ET
Cornell University – All Staff Meeting for Alumni Affairs & Development
November 17, 2021 – 10am PT
VIDA Private Wealth Advisory Board
November 12, 2021 – 3pm CT / 1pm PT
Kellogg Development Group
November 9 & 10, 2021
Alliance Bernstein Summit for UHNW Clients
Kiawah Island, SC
November 2, 2021 – 9am PT/12pm ET
Purposeful Planning Institute
October 26 & 27, 2021
Family Office Exchange Forum
Chicago, IL
October 13, 2021 – 12pm AEST (October 12th at 6pm PT)
Private Wealth Network
October 8, 2021 – 12:30 ET (9:30am PT)
CAPTRUST Lift Up Book Club
October 7, 2021 – 7:30am-8:30am PT
Riverside Estate Planning Study Group
September 30, 2021 – 1pm PT/4pm ET
Portfolia
September 22, 2021 – 4pm PT
Placer Community Foundation
September 20, 2021 – 12:15pm ET
Advisors in Philanthropy National Conference
July 20, 2021 – 12pm PT / 3pm ET
Overcoming Donor Paralysis: Mobilizing Giving for Greater Impact
Advisors in Philanthropy & Maverick Collective
July 12, 2021 – 10am-11:30am PT
Development Division at University of San Francisco
June 29, 2021 – 12pm-1pm PT
Los Angeles Middle Market Advisory Council
June 24 & 25, 2021
YPO – Young Presidents’ Organization
Southern Seven Chapter Family Event
Orlando, FL
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