Click here to have Carl give a workshop at your office or present at your upcoming event.
Future Presentations
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Past Presentations with Video Link
PAST PRESENTATIONS WITH VIDEO LINK
The Gathering
Del Mar CA, Feb 25, 2016 - Dare To be An Expert, Carl will be the special luncheon speaker
Topic: Equity Value Enhancement
AM&AA Annual Conference
Jul 7-9, 2015 - Collaboration to Closure
Thursday Insights, Southern California Institute
Oct 21, 2015 - Supporting Family Offices, Trust Companies, and Fiduciaries
Thursday Insights, Southern California Institute
Dec 30, 2012 - Enhancing & Monetizing Current and Future Business Owner and Advisor Relationships
Family Firm Institute Annual Conference
Oct 16-19, 2013 - Family Governance & Family Office Support
Thursday Insights, Southern California Institute
Apr 9, 2013 - Business Owners -- Planning and Maintenance
Past Presentations
NACVA Exit Planning, M&A, and Transaction Advisory Services Conference
New Orleans LA, Oct 25-26, 2016
NACVA Annual Conference
San Diego CA, Jun 8-11, 2016 - Annual Consultants' Conference
Human Capital: Is it Hidden in Plain Sight?
STEP Orange County
Irvine CA, Feb 24, 2015 - What Ultra High Net Worth Families Really Want From Their Advisors: Less Risk and More Time
THE GATHERING - Southern California Institute
La Jolla CA, Feb 25-27, 2015 - Family Enterprise Refinement and Growth
OPAL - Family Office Winter Forum
New York NY, Mar 10, 2015 - A New Day; a New Model: How to Structure your Family Office for Success and Minimize The Government's Hold
FEDERAL BAR - Live Webinar
Webinar, May 13, 2015 - Demystifying Damages, Equity Valuations & Discounts: Not just profits, but risks!
OPAL - European Family Office & Institutional Investment Forum
Amsterdam NL, Jun 3-4, 2015 - How A US Marine Learned Four Critical Concepts To Leverage Human & Financial Capital
OPAL - Family Office & Private Wealth Management Forum
Newport RI, Jul 20-22, 2015 - A New Day; a New Model: How to Structure your Family Office for Success and Minimize The Government's Hold
NCEO - Live Webinars
Webinar, Aug 25, 2015 - The Creating a High Involvement Ownership Culture
AMERICAN BAR ASSOCIATION - Real Property Trust & Estate Section
Webinar, Jun 16, 2015 - Managing Business Owner Equity Valuation Audit Risk: Optics Matter!
NCEO - The ESOP Symposium, Ownership Solutions for Established ESOPs
Atlanta GA, Oct 6-7, 2015 - Leadership Succession
THURSDAY INSIGHTS - Southern California Institute
San Diego CA, Oct 22, 2015 - Shaping Business Owner Risks into Shared Opportunities – Are You a Business Owner Attorney or Counselor?
OPAL - Family Office & Private Wealth Management Forum - West
Napa CA, Oct 28-30, 2015 - A New Day; a New Model: How to Structure your Family Office for Success and Minimize The Government's Hold
THOMPSON REUTERS - Compliance and Risk Forum
San Francisco, CA, Oct 29, 2015 - Building a comprehensive third party risk management program
OPAL - Middle East Family Office Symposium, A Private Event
Dubai UAE, Nov 11-12, 2015 - Topic, Leveraging Human & Financial Capital While Managing Risk
Get the PowerPoint Presentation here