Speaker on “Upholding the Family Heritage: Fundamentals for Sustaining a Meaningful Legacy Across Generations” at the Private Wealth Management Summit (Red Rock Resort & Spa, Las Vegas, NV).
Read the press release and Susan’s interview here: http://www.privatewealthsummit.com/SusanRSchoenfeld
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 11.2013
Member of Conference Steering Committee for the first ever DC Finance East Coast Family Office & Wealth Management Conference at the The Union League Club, NYC.
Speaker at the Family Office Trends Forum — ivyFON / IvyPlus Family Office Network — at the conference center at Herrick Feinstein in midtown, NYC.
Speaker on “Mid Year Trends in Family Offices” at the Family Office Mid-Year Outlook 2013 Conference — ivyFON / IvyPlus Family Office Network
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.
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.
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 11.2012