Upcoming Speaking Engagements and Presentations:

 

 

Previous Speaking Engagements and Presentations:

March 1, 2017 | Association of Washington Business | Seattle, WA

12 Most Common Mistakes to Avoid in Selling Your Business

February 1, 2017 | DWT Family Business Legacy Series | Seattle, WA

Leupold & Stevens, Inc. – 110 Years Of Re-Investment And Development

November 16, 2016 | DWT Family Business Study Group | Portland, OR

Proposed Regulations to Valuation Discounts

November 10, 2016 | Association of Washington Business | Seattle, WA

Should I be an LLC, S-Corp, C-Corp: Choosing the Right Entity Type for Your Business, and how it can save you taxes when you eventually sell.

November 7, 2016 | DWT Family Business Legacy Series | Seattle, WA

The Non-family CEO

November 3, 2016 | DWT Family Business Legacy Series: Proposed Regulations to Valuation Discounts | Portland, OR

Proposed Regulations to Valuation Discounts

July 7, 2016 | Association of Washington Business Succession Planning | Olympia, WA

The Fundamentals of Succession and Estate Planning for Business Owners

June 7, 2016 | Pacific Family Business Institute: Family Business Succession  | Seattle, WA

Transitioning to Sibling & Cousin Generations

May 12, 2016 | DWT Family Business Study Group | Portland, OR

Pacific Family Business Institute (PFBI) Survey Results Reveal

May 2, 2016 | DWT Family Business Legacy Series | Seattle, WA

After the Sale

April 29, 2016 | DWT Family Business Legacy Series | Portland, OR

Powell’s Book’s | The Rise of an Empire

March 25, 2016 | DWT Family Business Study Group | Seattle, WA

Trends in the Northwest Family Business

January 20, 2016 | DWT Family Business Legacy Series | Seattle, WA

How our Business Survived Three Generations of Family Leadership and Ownership

November 13, 2015 | DWT Family Business Legacy Series | Seattle, WA

Governing of the Family Business

November 18, 2015 | DWT Family Business Study Group | Seattle Wa

Howard Wright

October 27, 2015 | DWT Family Business Legacy Series | Portland, OR

RM Wade: From Wagon Wheels to Artificial Rain

 September 24, 2015 | DWT Family Business Study Group | Seattle, WA

Re-framing The Family Business

June 2, 2015 | DWT Family Business Study Group | Portland, OR

The Role of a Fiduciary in Family Business Succession Planning

May 28, 2015 | DWT Family Business Legacy Series| Seattle, WA

Prospering for 140 Years – Baker Boyer National Bank

February 12, 2015  |  DWT Family Business Study Group  |  Seattle, WA

Effective Communications for the Family Business Advisor, featuring Michael Shadow of Shadow and Associates

February 10, 2015 | DWT Family Business Legacy Series | Seattle, WA

Leadership & Innovation featuring Cowles Company

February 4, 2015 | Seattle, WA

DWT Construction Industry Succession Planning

November 17, 2014 | DWT Family Business Study Group | Portland, OR

The Role of a Psychologist in Family Business Succession Planning, featuring Dr. Ron Dohr, Ph.D.

September 30, 2014 | DWT Family Business Legacy Series | Seattle, WA

Challenges and Opportunities in the Fast Growing Family Business, featuring Sprague Pest Solutions *Please note that this event is intended for family business owners and operators only.

September 23, 2014  |  DWT Family Business Study Group  |  Seattle, WA

Wallace Properties: Working with Outside Service Providers with Bob Wallace, Chairman and CEO of Wallace Properties, and Bob Nuber, Chairman Emeritus of Clark Nuber

June 6-8, 2014 | Portland, OR

Family Enterprise Research Conference

May 22, 2014  |  DWT Family Business Study Group  |  Seattle, WA

Inside Family Businesses: What I’ve Learned as a Biographer, Storyteller, and Confidant to Family Businesses with Robert Spector

May 20, 2014  |  DWT Family Business Study Group  |  Portland, OR

2014 Northwest Family Business Survey Results with Rich Simmonds and Mark T. Green

April 30, 2014 | DWT Family Business Legacy Series | Seattle, WA

Preparing the Next Generation: Innovating in the Family Business, featuring Wilcox Family Farms *Please note that this event is intended for family business owners and operators only.