Please join us

Virtual Purposeful Planning Symposium

February 11-13, 2026
3 day virtual event

The Purposeful Planning Symposium brings together renowned faculty for educational and professional development opportunities that showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with relational and legacy planning, so you can make meaningful changes that will improve your practice and client relationships.

Couples Workshop - Enlightened Philanthropy

Finances and Philanthropy for Enhanced Relationships

The Couples Talk Money Weekend is meant to bring you together, in a facilitated neutral space, for guided conversations and practical tools related to finances and philanthropy.

Saturday, February 28th and Sunday, March 1st from 9 am – 2 pm
Phoenix, AZ at the EisnerAmper Offices

Registration closes: February 21st, 2026

Schlesinger Global Family Enterprise Case Competition (SG-FECC)

Natalie McVeigh will again serve as a judge at the Schlesinger Global Family Enterprise Case Competition, hosted by the Grossman School of Business at the University of Vermont. The SG-FECC brings together students from around the world to analyse real-world family enterprise challenges, presenting strategic solutions before panels of industry experts. The competition fosters next-generation leadership, innovation, and global collaboration within the family business sector.

January 7-10, 2026
UVM Grossman School of Business
Burlington, Vermont, USA

AdNet Conference

Organised by The Advancement Network (AdNet), this annual conference brings together professionals from community foundations working in fund development, philanthropic advising, donor services, and communications.

March 2-4, 2026
Phoenix, Arizona, USA

The ReImagine Conference 2026 - Opening keynote

Presented by MGXW Consulting, The ReImagine Conference is a one-day “future of business” gathering. The event brings together leaders and innovators who believe success lies at the intersection of strategy, people, technology, operations, finance, brand and culture.

Through bold conversations, fresh perspectives and cross-discipline dialogue, the conference seeks to challenge conventional thinking and inspire actionable change, helping attendees design adaptive, forward-looking organisations.

April 28, 2026
North Hills Country Club, Manhasset, NY