Speaker on “Mid Year Trends in Family Offices” at the Family Office Mid-Year Outlook 2013 Conference — ivyFON / IvyPlus Family Office Network
Strassler
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 5.2013
Speaker on “Keys to Working with Trustees” at the Building the Better Family Office Conference — Financial Research Associates, in NYC.
Family Office Review, “Centerfold” personal interview feature. Susan was Ms. February 2013: the-for-centerfold-ms-february-2013
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs FamilyOfficeConf2.2013
Presented on “Generation Skipping Transfer Tax” at the Estate and Trust Administration Conference — Foundation for Accounting Education, in NYC.
Planned, organized, facilitated and presented at this two-day multi-generational Private Family Meeting of a Single Family Office.
Incorporated learning sessions, workshops, business and social/team-building.
Feedback: “Best family meeting we’ve ever had!”
Speaker on “Prudent Investing for the Fiduciary in the 21st Century” at the 43rd Annual Estate Planning Institute — Practising Law Institute (PLI)
Speaker on “Donor Advised Funds” for the Family Office Committee of the NYS Society of CPAs
Women and Wealth Luncheon Event organizer and speaker (at the Colony Club, NYC) — Bessemer Trust