April 2nd, 2023
Truist Wealth GenSpring Women’s Retreat
Austin, Texas
April 27th, 2023
Northern Trust Institute 2023 Wealth Planning Symposium
Chicago, Illinois
PAST EVENTS
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 Innovations Summit
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