Speaking Engagements for Family Wealth
| Date | Title |
|---|---|
| 04/22/08 |
Napa Valley Vintners
NVV will host a member workshop on the topic "Survey Reveals Wineries Unprepared for Business Transitions", Fred Caspersen, Panelist |
| 04/12/08 |
AFHE Annual Conference
Fred Caspersen, panelist, Attorneys for Family Held Enterprises (AFHE) Annual Conference, "Transitions in Family Foundations: Integrating Leadership Succession into Foundation Governance" |
| 01/31/07 |
Wine Industry Education Series - Keeping the Business in the Family
Wine Industy Education Series hosted by: Fred Caspersen (Moderator) and Kate Ohlandt (Panelist), "Keeping the Business in the Family: What's a parent to do?" |
| 01/25/07 |
Boalt Alumni Presentation
Jeralyn Seiling, panelist, Work/Life Balance Discussion |
| 01/23/07 |
Institute for Private Investors - Winter Forum
Fred Caspersen, Panelist, "Worst Case Scenarios: Dealing with Death, Divorce and Disability" IPI Winter Forum at the St. Regis Hotel in San Francisco, CA |
| 10/26/06 |
Family Firm Institute 20th Anniversary Conference
Fred Caspersen, panel member, "Values-Based Advising: A Formalized Approach for Professionals and Consultants and Their Clients" Family Firm Institute 20th Anniversary Conference |
| 10/25/06 |
Family Firm Institute 20th Anniversary Conference
Partner Lara Gilman will be a panel member at the Family Firm Institute's 20th Anniversary Conference taking place, October 25th - 28th, at The Fairmont San Francisco on the topic "Family Wine Business: Building an Enduring Legacy." |
| 10/19/06 |
USF Gellert Foundation Family Business Center - The Retirement Dilemma
Fred Caspersen, Speaker, "The Retirement Dilemma of the Family Business Owner" |
| 09/13/06 |
A Guided Tour through the Mysterious World of Retirement Planning Seminar
Farella Braun + Martel attorneys Lara Gilman and Jeralyn Seiling present a seminar for CPAs. "A Guided Tour through the Mysterious World of Retirement Planning: Get beyond the maze of distribution rules - What can your clients really do with their IRA's" |
| 05/18/06 |
Attorneys for Family Held Enterprises (afhe) Annual Conference
Fred Caspersen, Speaker, "Values-Based Advising: A Formalized Approach for Professionals, Consultants and Their Clients" |
| 02/28/06 |
Carneros Wine Alliance - Business Succession Planning
Fred Caspersen, Speaker, "Business Succession: It Won't Happen Without A Plan" |
| 07/24/04 |
Succession Planning for the Successful Family-Owned Business
Family Wealth special counsel Lara Gilman will speak at this CEB program on succession planning in San Francisco on July 24. The program will also be held in Sacramento on August 14, 2004. |
| 11/16/03 |
Estate Planning for Families
November 16, 2003, Lara Gilman, "Estate Planning for Families," 10 a.m., Sherith Israel Congregation, San Francisco, CA |