1. 13th Annual Jerry Kasner Estate Planning Symposium
    September 7, 2017

    Hosted by the Santa Clara School of Law
    Santa Clara, CA
    Sponsors and Attendees: Kevin Kane, CFA, ASA and Scott Nammacher, ASA, CFA

  2. Florida Bar Association
    August 24, 2017

    Attorney/Trust Officer Liaison Conference
    Hosted by The Real Property Probate and
    Trust Law Section of The Florida Bar (RPPTL)
    Palm Beach, CA
    Exhibitor and Attendee: Rich Hayes

  3. BEI National Conference
    August 23, 2017

    Denver, CO
    Exhibitor and Attendee: Kevin Kane, CFA, ASA

  4. National Center for Employee Ownership (NCEO)
    June 29, 2017

    In-Person Meeting
    Holliston, MA
    Panelist: Chuck Coyne, ASA

  5. Financial Executives International (FEI)
    June 27, 2017

    Accounting Change for Financial Leaders
    Philadephia, PA
    Attendee: Jon Tang, CFA

  6. Axial
    June 20, 2017

    Valuation Workshop
    New York, NY
    Panelist: Keith Smith, CFA

  7. ACTEC
    June 15, 2017

    Summer Meeting
    Seattle, WA
    Attendee: Kevin Kane, CFA, ASA

  8. CalCPA
    June 6, 2017

    Estate Planning Symposium
    San Jose, CA
    Attendee: Kevin Kane, CFA, ASA



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