1. The Boston Foundation, Boston College and Ropes & Gray, LLP
    October 20, 2016

    Leading by Example: Best Practices in Charitable Giving
    Boston, MA
    Panelists: Hugh Woodside, ASA, CFA

  2. Pierro Law Group
    October 13, 2016

    12th Annual Intergenerational Estate Planning Conference
    New York, NY
    Speaker: Chuck Coyne, ASA

  3. ESOP New England Chapter
    October 6, 2016

    Annual Fall Conference
    Portland, ME
    Speakers: Chuck Coyne, ASA

  4. ESOP 101: Is an ESOP Right for You?
    October 5, 2016

    Augusta, ME
    Panelist: Chuck Coyne, ASA

  5. Calvary Hospital
    September 29, 2016

    13th Annual Ethics for Breakfast Attorney Conference
    New York, NY
    Attendees: Rich Hayes and Linda Cutler

  6. Jerry Kasner Estate Planning Symposium
    September 29, 2016

    Santa Clara Convention Center
    Santa Clara, CA
    Attendees: Scott Nammacher, ASA, CFA and Kevin Kane, CFA, ASA

  7. Financial Research Associates (FRA)
    September 26, 2016

    Valuation of Hard-to-Value Securities & Portfolio Conference
    New York, NY
    Speaker: Keith Smith, CFA, David Eidman, Mark Shayne, CPA/ABV



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