Speaking Engagements & Workshops

Bring Patricia to speak at your organization.

The following are representative organizations that Patricia has spoken for:

Global, National and Regional Conferences

  • American Bar Association

  • American Institute of Certified Public Accountants (AICPA)

  • American Institute on Federal Taxation (University of Alabama, Birmingham)

  • American Families Business Conference

  • American Institute on Federal Taxation

  • Association of Fundraising Professionals

  • Attorneys for Family Held Enterprises (afhe)

  • Babson College Annual Women’s Leadership Conference

  • Boston Estate Planning Council (BEPC)

  • Business Families Foundation (BFF)

  • Campden Family Conferences

  • Family Firm Institute (FFI) Global, National, & Regional Conferences

  • Institute for Private Wealth Forum

  • National Association of Black Accountants (NABA) Annual Conference

  • New England Estate Planning Conference

  • New York State Society of CPA Annual Conference

  • Partnership of Philanthropic Planning

  • Planned Giving Society of Boston

  • PGNEE (Planned Giving of New England) Annual Conference

  • Purposeful Planning Institute (PPI)

  • Rady Children’s’ Hospital Professional Advisor Symposium

  • Rockefeller Trust Company Intergenerational Forum

  • State Street Global Advisors Annual Philanthropy Conference

  • Sudden Money Institute

  • West Legal Education Center

  • United States Department of Labor

Universities & Schools

  • Babson College

  • Boston College Club

  • Buckingham, Brown & Nichols School

  • CASE (Counsel for Advancement and Support of Education)

  • Dana Hall School

  • Duke University Family Philanthropy Day

  • Florida Atlantic University

  • Fontbonne Academy

  • Harvard Business School Alumni Association

  • Harvard Club of Boston

  • Harvard School of Public Health

  • Indiana University- Women’s Philanthropy Institute

  • Lesley University

  • Newton Country Day School of the Sacred Heart

  • Northeastern University

  • Notre Dame Academy

  • Saint. Lawrence University

  • Smith College

  • Suffolk University

  • Suffolk University School of Law

  • University of New Hampshire Center for Family Business

  • University of Oregon- Portland

  • University of Rochester

  • Ursuline Academy

Estate Planning Councils

  • Birmingham Estate Planning Council

  • Boston Estate Planning Council

  • Dallas Estate Planning Council

  • Essex County Estate Planning Council

  • Houston Planned Giving Council

  • Louisville Kentucky Estate Planning Council

  • New Hampshire Estate Planning Council

  • Philadelphia Estate Planning Council

Financial Institutes

  • Bank of America

  • BNY Mellon Financial

  • BRAMCO

  • Brown Advisory

  • Cape Cod Five Cents Savings Bank

  • Capital Financial

  • Century Bank

  • Citibank

  • Fidelity Family Offices

  • Fidelity Investments

  • John Hancock Life Insurance Company

  • Key Bank

  • Lifemark

  • Merrill Lynch

  • Morgan Stanley

  • National Life of Vermont

  • New York Life Insurance Company

  • N.F.P.

  • Putnam Investments

  • R.B.C.

  • Threshold Group

  • UBS

  • UBS Global- Berlin Conference

  • USTrust Company

  • Valmark

  • Vanguard Investments and Charitable Fund

 

“Thank you VERY much for your outstanding presentation to the Estate Planning Council in Portland, OR. I thought your speech was spot on and well presented.”

— Kim Rosenberg, Rosenbaum Financial

Patricia has an ability to cover a broad range of topics concerning money and estate planning and motivates her audience to take action. The response from her speech was outstanding as she really engaged the audience.

— Ralph J. Rotman, CLU, ChFC, AEP

“Patricia was riveting and topical.”

— Attendee – WIFO Presentation for FIDELITY FAMILY OFFICE SERVICES

 

Media Appearances/Quotes

  • Barrons

  • Bloomberg TV

  • Chicago Tribune

  • FoxBusiness News

  • Penta

  • Wall Street Journal

  • Podcast for Wiley “Wealth of Wisdom” Book

Professional Associations

  • American Bar Association

  • American Institute of Certified Public Accountants (AICPA)

  • Boston Tax Institute

  • Charitable Gift Planners of Houston, Houston Texas

  • CEO/YPO Wives Forum

  • Chilton Club, Boston

  • Commonwealth Institute

  • Greater New York Dental Society

  • Illinois Continuing Legal Education (ICLE)

  • Maine Society of CPAs.

  • Massachusetts Bar Association

  • Massachusetts Continuing Education (MCLE)

  • National Tax Institute

  • Orange County California Chamber of Commerce

  • Sandwich (Massachusetts) Women’s Club

  • Union Club (Boston) Women of Distinction Series

Charitable Organizations

  • Archdiocese of Miami

  • Boston Symphony Orchestra

  • Boston Foundation

  • Business Families Foundation

  • Charitable Gift Planners of Houston

  • Columbus (Ohio) Community Foundation

  • Dallas Jewish Community Foundation

  • Dana Farber Cancer Institute

  • Friday Forum

  • Hebrew Senior Life

  • Houston Jewish Community Foundation

  • Houston Grand Opera

  • Italian Home for Children

  • Maine Society of CPAs

  • Massachusetts Bar Association

  • Massachusetts Continuing Legal Education (MCLE)

  • Massachusetts General Hospital

  • Museum of Fine Arts (Boston)

  • New England Baptist Hospital

  • North Shore Hospice

  • North Texas Community Foundation

  • Partners in Health

  • Partnership of Philanthropic Planning (Rhode Island)

  • Temple Emanuel-El

  • Winchester Hospital