Wealth Management Conferences

Million Dollar Round Table, Phoenix, AZ

Woodbury Financial Services, Kansas City, KS

Exit Planning Institute, Dallas Chapter, TX 2013

Burgher-Haggard Family Office, Plano, TX

Southeastern Family Office Forum, Atlanta, GA

Campden Wealth Roundtable, New York, NY

Business Navigators Directors Meeting, Dallas, TX

Holmes-Murphy Financial Services, Sioux Falls, SD

Game Creek Ranch, Glen Rose, TX

Questar Sales Summit, San Antonio, TX

Exit Planning Institute, Dallas Chapter, TX 2017

Armor Wealth Management, Dallas, TX

Family Office Wealth Conference, Institutional Investor Forums, Laguna Beach, CA 

US Trust Family Office Wealth Conference, Dallas, TX

Financial Planning Association of Dallas-Fort Worth

Frost Private Wealth Advisors, San Antonio, TX

Professional Trade Associations

Association of Independent Corrugated Converters, Palm Springs, CA

International Packaged Ice Association, Orlando, FL

North Dakota Agricultural Banker’s Association, Fargo, ND

Global Collaborative Law Council, Dallas, TX

12th Annual Civil Collaborative Law Council, Fort Worth, TX

Virginia Petroleum Convenience Grocers Association, WV

Desk & Derrick Club of Roswell, NM

CSC Network, Owner’s Summit, Chicago, IL

Attorneys for Family Held Enterprises, Phoenix, AZ

New Mexico Cattle Grower’s Association, Albuquerque, NM

Texas Consilium, Dallas, TX

Family Business Associations

Family Firm Institute, New England Chapter, Boston, MA

Prairie Family Business Association, Sioux Falls, SD

Virginia Commonwealth University, Richmond, VA

New Mexico Family Business Alliance, Albuquerque, NM

Baylor Institute for Family Business, Waco, TX

Cal-State Center for Family Business, Fullerton, CA

Dalhousie Family Business Summit, Halifax, NS

Grand Valley State University, Grand Rapids, MI

University of Hawaii Family Business Center, Honolulu, HI

Family Business Alliance Directors Forum, Keystone, SD

University of Louisville Family Business Center, Louisville, KY

University of the Pacific, Family Business Center, Stockton, CA

Wilkes University, Family Business Alliance, Wilkes-Barre, PA

Tulane University Family Business Center, New Orleans, LA

Kennesaw State University Family Business Center, Kennesaw, GA

Chicago Family Business Council at DePaul University, Chicago, IL

Parker Center for Family Business at Anderson School of Business, Albuquerque, NM

University of North Carolina, Family Business Center, Asheville, NC

University of Toledo, Center for Family & Privately-Held Businesses

Smith Family Business Initiative at Cornell, Ithaca, NY

Baylor Family Business, Spring Symposium 2018, Waco, TX