Speaker, “Charitable Gifts of Restricted Stock,” NPGC’s Planned Giving Conference, May 2, 2016.
Co-Presenter, “The Balance Between Protecting and Empowering Heirs: Trustee Selection & Distribution Standards,” Community Foundation of Sonoma County, March 30, 2016.
Speaker, “Business Exit Strategies: Adding Philanthropy to the Mix,” Oregon Health Sciences University Foundation, May 1, 2015.
Speaker, “What Can We Do With Those Old Restricted Funds?” Northern California Planned Giving Council, April 29, 2015.
Panelist, “Current Developments in Charitable Planning,” Hosted by the Planned Giving Committee of the Regional Parks Foundation, December 2, 2014.
Speaker, “Estate and Philanthropic Planning through the Life Cycle of your Closely Held Business” San Francisco Jewish Community Federation’s Day of Philanthropy, October 30, 2014.
Speaker, “Business Succession Planning: Adding Philanthropy to the Mix,” 2014 National Conference on Philanthropic Planning, October 15, 2014.
Speaker, “Business Succession Planning: Adding Philanthropy to the Mix,” 2014 Conference on Charitable Giving, sponsored by Stanford University and Silicon Valley Community Foundation, April 30, 2014.
Speaker, "The New Law of Endowments," Coro Foundation, January 26, 2014.
Speaker, "Business Succession Planning: Adding Philanthropy to the Mix," Community Foundation of Sonoma County, November 23, 2013.
Speaker, "Business Succession and Estate Planning for Winery Owners," 2013 Wine Industry Financial Symposium, September 23, 2013
Panelist, “Start Ups 101,” 2013 OPEN Forum, June 8, 2013
Speaker, "Business Succession Planning: Adding Philanthropy to the Mix," Community Foundation of Western Nevada, May 2, 2013
Speaker, "Charitable Lead Trusts: The Basics, and Tips & Traps for the Unwary," Northwest Planned Giving Roundtable, Portland, OR, March 29, 2013.
Speaker, "Charitable Lead Trusts: The Basics, and Tips & Traps for the Unwary," Northern California Planned Giving Council, March 14, 2013
Panelist, “The Genius is In: Legal Affairs,” Council on Foundations’ 2013 Family Philanthropy Conference, January 29, 2013.
Speaker, “Where do we go from here? Gift and estate taxes and the charitable income tax deduction in 2013,” Lucile Packard Foundation for Children’s Health, January 23, 2013.
Speaker, “Advocacy for Community Foundations,” League of California Community Foundations, May 18, 2012.
Speaker, “UPMIFA: The New Law of Charitable Endowments,” Nebraska Partnership for Philanthropic Planning, November 4, 2011.
Co-Speaker with Vivian Redsar, “Estate Planning for Winery Families,” National Trust Small Business Association, Sept. 20, 2011.
Speaker, “Planning Opportunities Under the New Estate Tax Regime,” Young Presidents' Organization, January 19, 2011.
Speaker, “Business Succession Planning: Adding Philanthropy to the Mix,” Children's Hospital Foundation, May 10, 2011.
Speaker, “Trends in Charitable Giving: Webinar,” Chronicle of Philanthropy, February 8, 2011.
Speaker, “Recent Developments and Opportunities for Estate and Gift Planning,” Young President's Organization, January 19, 2011.
Speaker, “Charitable Lead Trusts: The Basics, Tips and Traps for the Unwary,” Central Coast Planned Giving Council, August 5, 2010.
Co-Speaker with Partner Jeff Nguyen, “The Road Less Traveled: Alternatives to Private Foundations and CRTs,” 2010 Conference of Charitable Giving sponsored by Stanford University and Silicon Valley Community Foundation, May 11, 2010.
Speaker, “Charitable Gifts of Complex Assets,” Peninsula Professional Subcommittee of the Jewish Community Federation, March 22, 2010.
Speaker, “UPMIFA: One Year Later,” Northern California Planned Giving Council, January 14, 2010.
Speaker, “Charitable Lead Trusts: The time Is Now,” Children’s Hospital Foundation and East Bay Community Foundation, January 5, 2010.
Panelist, “Ask the Experts: The Latest Techniques for Estate Planning and Business Succession in These Challenging Times,” 2009 Tax & Estate Planning Seminar and Community Luncheon, October 27, 2009.
Panelist, “Fiscal Sponsorships,” The National Network of Fiscal Sponsors, October 2009.
“Update on the Uniform Prudent Management of Institutional Funds Act,” Uniform Prudent Management of Institutional Funds Act/Federal Accounting Standards Board Staff Position 117-1 Seminar, San Francisco, CA, February 5, 2009.
“How to Get Started With Your Philanthropy,” YPO-WPO Family Philanthropy Network, November 2008.
“Philanthropy: What Are Your Options,” Napa Valley Community Foundation and the St. Helena Hospital Foundation, October 2008.
“Creative Use of Supporting Foundations,” League of California Community Foundations Annual Conference, September 2008.
“Update on the Uniform Prudent Management of Institutional Funds Act,” League of California Community Foundations Annual Conference, September 2008.
“Philanthropy: What Are Your Options?” Institute for Private Investors, Stanford Business School, August 2008.
“Charitable Gifts of Complex Assets, Part II,” San Francisco Jewish Community Federation, June 2008.
“Charitable Gifts of Complex Assets,” San Francisco Jewish Community Federation, Marin Professional Advisors Committee, May 2008.
Panelist, “International Grant Making,” The San Francisco Foundation, May 2008.
“Charitable Gifts of Complex Assets, Part I,” San Francisco Jewish Community Federation, April 2008.
Panelist, “Family Philanthropy,” Merrill Lynch, November 2007.
“The Charitable Giving Provisions of the Pension Protection Act,” Diablo Valley Estate Planning Council, October 2007.
“The Art of Giving,” Wells Fargo, October 2007.
Panelist, “Wealth Management Roundtable,” San Francisco Recorder, October 2007.
“The Charitable Giving Provisions of the Pension Protection Act,” Marin Estate Planning Council, September 2007.
“Philanthropic Planning,” El Dorado Community Foundation, May 2007.
“Donor Advised Funds under the Pension Protection Act,” San Francisco Jewish Community Federation, April 2007.
“The Charitable Giving Provisions of the Pension Protection Act,” San Francisco Tax Club, February 2007.
“The Charitable Giving Provisions of the Pension Protection Act,” AICPA Financial Executives Forum, November 2006.
“The Charitable Giving Provisions of the Pension Protection Act,” The San Francisco Foundation, October 2006.
“The Charitable Giving Provisions of the Pension Protection Act,” Wells Fargo Private Client Services, October 2006.
“The Charitable Giving Provisions of the Pension Protection Act,” Peninsula Community Foundation, September 2006.
“Philanthropic Planning,” Community Foundation Napa Valley, September 2006.
Panelist, “Philanthropic Planning,” ThinkEquity Partners, LLC, September 2006.
“California Non-Profit Integrity Act,” AICPA Financial Executives Forum, March 2006.
“California Non-Profit Integrity Act,” CA Association of Museums, February 2006.
