Book Susan to Speak!
Upcoming and Recent Presentations
September 10, 2013: “Trends in Family Offices”
Speaker at the Family Office Trends Forum — ivyFON / IvyPlus Family Office Network — at the conference center at Herrick Feinstein in midtown, NYC.
June 25, 2013: “Mid Year Trends in Family Offices”
Speaker on “Mid Year Trends in Family Offices” at the Family Office Mid-Year Outlook 2013 Conference — ivyFON / IvyPlus Family Office Network
May 21, 2013: Family Office Evening Networking Reception
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 5.2013
May 15-16, 2013: “Keys to Working with Trustees”
Speaker on “Keys to Working with Trustees” at the Building the Better Family Office Conference — Financial Research Associates, in NYC.
February 5, 2013: Family Office Conference
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs FamilyOfficeConf2.2013
December 6, 2012: “Generation Skipping Transfer Tax”
Presented on “Generation Skipping Transfer Tax” at the Estate and Trust Administration Conference — Foundation for Accounting Education, in NYC.
NOVEMBER 13, 2012: FAMILY OFFICE EVENING NETWORKING RECEPTION
Event chair, and chair of sponsoring Family Office Committee of NYS Society of CPAs NYSSCPA invitation 11.2012
November 2012: Private Family Meeting of a Single Family Office
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!”
September 10, 2012: “Prudent Investing for the Fiduciary in the 21st Century”
Speaker on “Prudent Investing for the Fiduciary in the 21st Century” at the 43rd Annual Estate Planning Institute — Practising Law Institute (PLI)
July 19, 2012: “Donor Advised Funds”
Speaker on “Donor Advised Funds” for the Family Office Committee of the NYS Society of CPAs
May 15, 2012: “Women and Wealth Luncheon”
Women and Wealth Luncheon Event organizer and speaker (at the Colony Club, NYC) — Bessemer Trust